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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) 15.7260 1.04 -3.8395 11.3879 852.39 3.04 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 15.7275 1.04 -3.8391 11.3888 852.39 3.04 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.37 0.98 -6.8697 4.7848 4.8316 738.64 2.52 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.6212 0.96 -2.0097 6.2566 695.74 2.94 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.3952 0.96 -2.0052 6.2585 695.74 2.94 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.1131 0.94 -5.0027 6.3360 3022.50 2.01 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.1130 0.94 -5.0035 6.3357 3022.50 2.01 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.23 0.89 -4.3139 5.6904 5.3870 738.64 2.52 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.1186 0.88 -2.9319 5.9765 6.4985 8538.57 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (G) 19.9279 0.88 -2.929 5.9775 6.4991 8538.57 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.1186 0.88 -6.8712 4.5230 5.6197 8538.57 1.88 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.72 0.88 0.7647 8.9404 7.4045 13445.0 1.92 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.33 0.88 2.819 10.0405 8.3463 10125.45 1.95 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 19.68 0.87 0.4593 8.8439 7.3465 13445.0 1.92 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 14.9547 0.87 0.3609 9.8031 8.5144 5342.81 2.05 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.6582 0.87 0.2199 9.7499 8.4852 5342.81 2.05 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 109.93 0.86 2.6807 9.9832 8.3164 10125.45 1.95 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 15.9435 0.85 -5.2088 4.0240 3.9183 42.93 2.59 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 15.9216 0.85 -5.2145 3.9795 3.8910 42.93 2.59 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.63 0.85 -4.5131 7.1156 6.5347 937.48 2.40 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.57 0.84 0.4284 8.8286 7.3341 13445.0 1.92 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.3501 0.83 -0.8649 8.6861 922.99 2.43 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.3644 0.83 -0.8653 8.4381 922.99 2.43 1000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.53 0.82 -4.5387 7.1393 6.5401 937.48 2.40 1000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.09 0.82 -2.6652 288.35 2.82 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 16.09 0.81 0.229 9.6253 9.1269 75399.17 1.57 500.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.16 0.81 -2.7027 288.35 2.82 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 75.75 0.80 0.2117 9.6175 9.1254 75399.17 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.72 0.79 0.1995 9.6196 9.1232 75399.17 1.57 500.0 INVEST
HDFC Balanced Advantage Fund (G) 501.7420 0.78 -4.0096 9.6808 12.2606 107295.79 1.31 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 34.3150 0.78 -4.6107 9.4468 11.9160 107295.79 1.31 100.0 INVEST
JioBlackRock Balanced Advantage Fund - Regular (G) 10.0357 0.77 0.0 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.19 0.76 -3.2282 6.1106 3385.33 2.42 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.19 0.76 -3.2282 6.1106 3385.33 2.42 500.0 INVEST
AXIS Balanced Advantage Fund (G) 20.80 0.73 -1.1876 9.5517 7.5720 3835.99 2.15 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.52 0.72 -1.1682 9.5442 7.5638 3835.99 2.15 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.79 0.72 -4.3015 1079.26 2.40 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.89 0.71 -4.352 1079.26 2.40 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.3540 0.71 -1.5716 7.7001 7.0282 17373.40 1.90 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.3540 0.70 -1.5716 7.7001 7.0282 17373.40 1.90 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7840 0.69 1.3142 7.9412 6.6558 2285.86 2.31 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.7180 0.69 1.3116 7.9394 6.2319 2285.86 2.31 1000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 12.3840 0.69 -3.7953 7.2559 2822.52 2.22 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 13.8977 0.69 -3.7942 7.2535 2822.52 2.22 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.2520 0.69 -1.1074 1276.19 2.61 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.2520 0.69 -1.1074 1276.19 2.61 500.0 INVEST
Union Balanced Advantage Fund (G) 19.97 0.66 -2.2516 6.5691 5.8201 1240.12 2.56 1000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.3960 0.64 -0.3116 9.5192 2302.39 2.25 500.0 INVEST
SBI Balanced Advantage Fund (G) 15.2710 0.64 -1.4539 8.2339 8.4220 41802.81 1.67 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.2712 0.64 -1.4539 8.2340 8.4225 41802.81 1.67 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.9440 0.63 0.6519 8.6402 6.9193 3821.11 2.26 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.52 0.63 0.2928 8.3703 6.7630 3821.11 2.26 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.2029 0.61 0.7528 7.4916 8.7423 175.65 2.64 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.5838 0.61 0.7536 7.4913 8.7414 175.65 2.64 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.3083 0.60 -0.9464 7.8318 6.7169 1522.18 2.48 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.7565 0.60 -1.5902 7.8453 6.7246 1522.18 2.48 5000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 30.2111 0.60 -1.5589 7.7716 7.1364 9917.51 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 177.3486 0.60 -0.8974 8.6359 7.6533 9917.51 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 177.3486 0.60 -0.8974 8.6359 7.6533 9917.51 1.99 100.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.2411 0.58 -5.8052 3.6457 5.5721 743.51 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.3987 0.58 -3.0312 1.7727 4.3820 743.51 2.84 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.0788 0.58 -3.0329 -0.2902 3.3249 743.51 2.84 500.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 13.4326 0.57 -4.8894 6.0794 5.9472 1685.79 2.53 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 33.7325 0.57 -4.8897 6.0824 5.9554 1685.79 2.53 100.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.0 0.50 -3.568 167.99 3.39 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.0 0.50 -3.568 167.99 3.39 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.1798 0.47 -0.4144 6.8883 4.8985 5107.67 1.60 15000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.3040 0.47 0.704 8.3381 2169.20 2.28 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.1790 0.47 0.664 8.3258 2169.20 2.28 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.5134 0.40 47.77 3.35 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.5146 0.40 47.77 3.35 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6336 0.25 2.0169 2574.82 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 9.9404 0.25 -3.4388 2574.82 0.76 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 17.87 0.06 -2.2152 6.5686 5.8198 1240.12 2.56 1000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.2610 -0.03 7.9571 1426.76 1.99 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.2610 -0.03 7.9571 1426.76 1.99 5000.0 INVEST