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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Quant Dynamic Asset Allocation Fund-Regular (G) 16.7692 0.29 0.4783 14.9805 905.22 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.7708 0.29 0.4789 14.9831 905.22 2.86 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.0321 0.01 7.3566 1290.08 1.98 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.59 -0.15 -0.366 8.8601 3393.51 2.56 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.59 -0.15 -0.366 8.8601 3393.51 2.56 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7416 -0.17 3.7571 2655.99 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0703 -0.17 -2.4098 2655.99 0.76 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.27 -0.29 -3.2864 190.30 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.27 -0.29 -3.2864 190.30 3.58 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.6220 -0.30 2.359 10.8680 2201.72 2.30 500.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.55 -0.35 3.0222 290.90 2.76 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.48 -0.35 2.9947 290.90 2.76 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.5850 -0.35 3.4054 10.0475 2128.89 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.4380 -0.35 3.3651 10.0355 2128.89 2.26 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.8254 -0.36 1.9536 10.8299 903.94 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.7408 -0.36 1.9532 10.5770 903.94 2.47 1000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.73 -0.37 0.9967 7.2357 7.52 770.48 2.55 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0350 -0.38 4.309 9.2771 8.4036 2236.44 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.1680 -0.39 4.3058 9.2751 7.9694 2236.44 2.40 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.06 -0.40 -1.6905 6.2940 6.9412 770.48 2.55 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.32 -0.40 -2.0269 8.9406 8.0755 996.48 2.39 1000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.7410 -0.41 4.6754 10.6263 8.2480 3749.13 2.38 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.5026 -0.41 -0.903 3021.97 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.5025 -0.41 -0.903 3021.97 1.98 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.1320 -0.42 4.3083 10.3575 8.0044 3749.13 2.38 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.32 -0.42 5.1009 11.4446 9.8326 9489.56 2.0 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.37 -0.42 -2.0306 8.9724 8.0919 996.48 2.39 1000.0 INVEST
UTI-Unit Linked Insurance Plan 42.4160 -0.42 1.1184 7.6391 6.7889 5027.38 1.58 15000.0 INVEST
SBI Balanced Advantage Fund (G) 15.9016 -0.42 3.2183 10.7020 41512.85 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9018 -0.42 3.2183 10.7018 41512.85 1.68 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 111.88 -0.44 5.1071 11.4467 9.8314 9489.56 2.0 100.0 INVEST
HSBC Balanced Advantage Fund (G) 43.6598 -0.44 1.2353 9.3154 7.9388 1518.10 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.2647 -0.44 0.5809 9.3304 7.9473 1518.10 2.52 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8317 -0.45 -6.7912 5.4754 5.6631 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.4146 -0.45 -5.4697 3.0526 4.16 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.4152 -0.45 -5.4728 0.9635 3.1049 732.54 2.39 500.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.7511 -0.45 -2.1145 6.8353 684.91 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.5449 -0.45 -2.1109 6.8371 684.91 3.05 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.5790 -0.46 1.4389 1238.84 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.5790 -0.46 1.4389 1238.84 2.73 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.41 -0.46 3.8257 10.1270 9.3856 13031.23 1.86 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.9980 -0.46 2.1302 9.4684 8.8911 17371.73 1.88 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.9980 -0.46 2.1302 9.4684 8.8911 17371.73 1.88 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.90 -0.46 2.6815 11.7510 9.9612 3814.40 2.14 100.0 INVEST
Tata Balanced Advantage Fund (G) 21.1978 -0.47 3.6567 9.2512 9.1270 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.3369 -0.47 -0.5529 7.7518 8.2259 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.3369 -0.47 3.6538 9.2502 9.1264 8834.19 1.87 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.05 -0.47 4.1288 10.2467 9.4515 13031.23 1.86 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9416 -0.48 47.96 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9404 -0.48 47.96 2.90 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.53 -0.48 3.8413 10.1303 9.3866 13031.23 1.86 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.17 -0.49 -0.6803 1125.26 2.31 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.9675 -0.49 4.7672 9.1698 10.2441 169.80 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.1172 -0.49 4.7682 9.1697 10.2434 169.80 2.62 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.07 -0.49 -0.6783 1125.26 2.31 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.5788 -0.50 4.605 11.9731 11.1404 5002.59 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.9936 -0.50 4.616 11.9789 11.1497 5002.59 2.16 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9071 -0.50 -1.3402 8.1295 6.9431 355.10 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.2229 -0.50 -1.339 8.4053 7.1066 355.10 3.25 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.42 -0.51 2.6705 11.7445 9.9645 3814.40 2.14 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.2922 -0.51 -0.2046 8.2434 7.7654 1663.71 2.60 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.0319 -0.51 -0.1961 8.2485 7.7627 1663.71 2.60 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 182.7018 -0.52 4.0312 10.9434 9.5178 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 182.7018 -0.52 4.0312 10.9434 9.5178 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.5620 -0.52 3.3354 10.0602 8.9914 9796.34 1.99 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.90 -0.58 1.3897 8.1208 7.4183 1236.69 2.50 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.43 -0.58 1.3814 8.1178 7.4165 1236.69 2.50 1000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4152 -0.62 0.7594 10.2719 2819.0 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4243 -0.62 0.756 10.2693 2819.0 2.11 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.46 -0.62 5.8753 11.9440 10.9036 72486.28 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.60 -0.64 5.9127 11.8193 10.9133 72486.28 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.11 -0.66 5.9276 11.8190 10.9206 72486.28 1.57 500.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.4210 -0.67 0.2201 13.5728 14.6908 106456.16 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (G) 521.5380 -0.67 0.8573 13.8203 15.0459 106456.16 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (G) 521.5380 -0.67 0.8573 13.8203 15.0459 106456.16 1.29 100.0 INVEST