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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.6880 0.80 1.9006 1238.84 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.6880 0.80 1.9006 1238.84 2.73 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.43 0.64 -2.1908 8.7459 7.9734 996.48 2.39 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.71 0.63 -2.1715 8.7793 7.9841 996.48 2.39 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.5956 0.63 -0.5856 3021.97 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.5957 0.63 -0.5856 3021.97 1.98 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.1621 0.61 4.9124 8.8537 10.2281 169.80 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.2530 0.61 4.9127 8.8536 10.2274 169.80 2.62 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.47 0.53 4.7937 11.2191 9.7335 9489.56 2.0 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.16 0.53 -1.6861 5.9962 6.8794 770.48 2.55 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 112.53 0.53 4.7863 11.2262 9.7288 9489.56 2.0 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.22 0.50 5.6443 11.5853 10.8702 72486.28 1.57 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.14 0.50 -0.9632 1125.26 2.31 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.24 0.49 -0.9671 1125.26 2.31 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.60 0.49 5.6844 11.7399 10.8638 72486.28 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 78.08 0.49 5.6706 11.5904 10.8695 72486.28 1.57 500.0 INVEST
AXIS Balanced Advantage Fund (G) 21.55 0.47 2.5702 11.3715 9.9030 3814.40 2.14 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.79 0.47 1.0106 6.8987 7.4408 770.48 2.55 5000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.6740 0.44 0.0591 13.2999 14.6044 106456.16 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (G) 525.1610 0.43 0.6937 13.5462 14.9590 106456.16 1.29 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.97 0.39 2.5347 11.3379 9.8855 3814.40 2.14 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.8930 0.38 4.5068 10.4921 8.2401 3749.13 2.38 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.2070 0.37 4.1344 10.2199 7.9950 3749.13 2.38 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.7340 0.37 2.5259 10.7892 2201.72 2.30 500.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.3509 0.37 0.0595 9.0818 7.8687 1518.10 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.8659 0.37 0.7106 9.0668 7.8605 1518.10 2.52 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.27 0.36 3.7654 9.0897 7.8728 2236.44 2.40 1000.0 INVEST
Nippon India Balanced Advantage Fund (G) 183.8641 0.36 3.7519 10.6854 9.3575 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 183.8641 0.36 3.7519 10.6854 9.3575 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.7628 0.36 3.0572 9.8042 8.8319 9796.34 1.99 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.1310 0.36 2.171 9.2708 8.8604 17371.73 1.88 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0910 0.36 3.7642 9.0885 8.3062 2236.44 2.40 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.1310 0.35 2.171 9.2708 8.8588 17371.73 1.88 100.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.53 0.35 2.538 290.90 2.76 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9677 0.35 3.0453 10.3902 41512.85 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.9675 0.35 3.0454 10.3901 41512.85 1.68 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.60 0.35 2.4735 290.90 2.76 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.57 0.34 1.2802 7.8881 7.3479 1236.69 2.50 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.65 0.34 3.1254 9.8034 2128.89 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.4980 0.33 3.086 9.7915 2128.89 2.26 5000.0 INVEST
Tata Balanced Advantage Fund (G) 21.2350 0.33 3.0405 8.8615 8.9429 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.3726 0.33 -1.1442 7.3673 8.0433 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.3726 0.33 3.0376 8.8604 8.9423 8834.19 1.87 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.0946 0.29 4.2333 11.6709 11.0514 5002.59 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.7402 0.29 4.2223 11.6649 11.0517 5002.59 2.16 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4892 0.26 0.3776 9.9379 2819.0 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4756 0.26 0.381 9.9407 2819.0 2.11 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.57 0.25 3.1796 9.7014 9.2098 13031.23 1.86 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.60 0.24 3.2211 9.7194 9.2180 13031.23 1.86 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.12 0.24 3.4886 9.8127 9.2748 13031.23 1.86 100.0 INVEST
NJ Balanced Advantage Fund (G) 13.62 0.22 -1.4472 8.5788 3393.51 2.56 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.62 0.22 -1.4472 8.5788 3393.51 2.56 500.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.8602 0.21 1.1297 10.3729 903.94 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.7684 0.21 1.1292 10.1213 903.94 2.47 1000.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.1465 0.16 -0.7475 7.8151 7.6602 1663.71 2.60 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.3389 0.16 -0.7556 7.8102 7.6495 1663.71 2.60 100.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0954 0.14 -2.6715 2655.99 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7708 0.14 3.4787 2655.99 0.76 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9415 0.11 -1.8819 7.7598 6.7458 355.10 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.2640 0.11 -1.882 8.0344 6.9090 355.10 3.25 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.0405 0.09 7.3634 1290.08 1.98 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9468 0.08 47.96 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9480 0.08 47.96 2.90 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.6397 -0.06 1.0544 7.4502 6.7083 5027.38 1.58 15000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.9030 -0.15 -6.5575 5.1020 5.6136 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.4970 -0.15 -5.2352 0.6062 3.0564 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.5358 -0.15 -5.2328 2.6877 4.1109 732.54 2.39 500.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.6926 -0.38 -0.7226 14.4211 905.22 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6910 -0.38 -0.7227 14.4184 905.22 2.86 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.5652 -0.38 -2.8385 6.3215 684.91 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.7687 -0.38 -2.8419 6.3197 684.91 3.05 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.86 -0.53 1.2925 7.8925 7.3505 1236.69 2.50 1000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.20 -0.78 -4.6729 190.30 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.20 -0.78 -4.6729 190.30 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.20 -0.78 -4.6729 190.30 3.58 5000.0 INVEST