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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Samco Dynamic Asset Allocation Fund-Reg (G) 10.25 0.49 -3.8462 190.30 3.58 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.68 0.44 -0.8696 8.6021 3393.51 2.56 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.68 0.44 -0.8696 8.6021 3393.51 2.56 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.24 0.39 -3.94 190.30 3.58 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.8121 0.37 -2.1478 6.1471 684.91 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.6152 0.37 -2.144 6.1487 684.91 3.05 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.7401 0.29 -0.0209 14.1551 905.22 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.7417 0.29 -0.0209 14.1577 905.22 2.86 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.9325 0.27 -5.7963 5.0989 5.8939 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.5308 0.27 -4.4619 0.6037 3.3302 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.5859 0.27 -4.4604 2.6853 4.3874 732.54 2.39 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.65 0.15 3.7847 9.4192 9.4312 13031.23 1.86 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.63 0.15 3.7943 9.4197 9.4396 13031.23 1.86 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.15 0.14 4.0793 9.5273 9.5048 13031.23 1.86 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.7681 0.11 4.8801 11.5008 11.1781 5002.59 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.1120 0.11 4.8911 11.5065 11.1863 5002.59 2.16 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.88 0.11 1.7002 7.7118 7.4777 1236.69 2.50 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.59 0.10 1.679 7.7043 7.4732 1236.69 2.50 1000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.80 0.09 1.539 6.6558 7.5003 770.48 2.55 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.6755 0.08 1.222 7.4246 6.8097 5027.38 1.58 15000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.49 0.08 5.2224 11.0454 9.9204 9489.56 2.0 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 112.59 0.05 5.2145 11.0382 9.9151 9489.56 2.0 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.1410 0.05 2.4124 9.1109 8.9734 17371.73 1.88 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.8672 0.05 1.3097 10.1644 903.94 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.7739 0.05 1.3091 9.9132 903.94 2.47 1000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7760 0.04 3.5927 2655.99 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0998 0.04 -2.5652 2655.99 0.76 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.14 0.04 2.4076 9.1092 8.9723 17371.73 1.88 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9516 0.04 47.96 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9504 0.04 47.96 2.90 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.1663 0.02 5.3004 8.4550 10.1988 169.80 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.2559 0.02 5.3007 8.4548 10.1981 169.80 2.62 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.53 0.0 3.0844 290.90 2.76 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.16 0.0 -1.2378 5.7201 6.9188 770.48 2.55 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.60 0.0 3.0195 290.90 2.76 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.3721 0.0 -0.8946 7.1385 8.1769 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.3721 0.0 3.2973 8.6283 9.0770 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (G) 21.2344 0.0 3.3003 8.6293 9.0776 8834.19 1.87 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.0388 -0.02 7.2864 1290.08 1.98 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.9629 -0.03 3.3131 10.1286 41512.85 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9631 -0.03 3.313 10.1284 41512.85 1.68 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.7290 -0.03 2.7987 10.6780 2201.72 2.30 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.68 -0.07 2.3663 1238.84 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.68 -0.07 2.3663 1238.84 2.73 500.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0810 -0.07 3.9483 8.9540 8.3409 2236.44 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.2520 -0.07 3.9476 8.9538 7.9073 2236.44 2.40 1000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.23 -0.10 -0.6796 1125.26 2.31 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.6350 -0.10 3.3618 9.4568 2128.89 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.4840 -0.10 3.3209 9.4444 2128.89 2.26 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 524.5520 -0.12 0.9103 13.1790 15.1288 106456.16 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.6310 -0.12 0.2725 12.9327 14.7732 106456.16 1.29 100.0 INVEST
HSBC Balanced Advantage Fund (G) 43.8124 -0.12 0.9054 8.7740 7.8996 1518.10 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.3285 -0.12 0.2524 8.7889 7.9077 1518.10 2.52 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.52 -0.14 2.6718 10.9653 9.6934 3814.40 2.14 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.95 -0.15 2.6782 10.9692 9.6859 3814.40 2.14 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.19 -0.16 5.6389 11.3758 11.0125 72486.28 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.56 -0.18 5.6879 11.5321 11.0108 72486.28 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.94 -0.18 5.6527 11.3785 11.0161 72486.28 1.57 500.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.08 -0.19 -0.6134 7.5428 7.6815 1663.71 2.60 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.12 -0.20 -0.7748 1125.26 2.31 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4482 -0.20 0.4508 9.7153 2819.0 2.11 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.6155 -0.20 -1.4496 5.2132 6.0860 42.88 2.57 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4597 -0.20 0.4467 9.7122 2819.0 2.11 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5926 -0.20 -1.4568 5.1678 6.0580 42.88 2.57 5000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.6761 -0.27 3.2088 9.4083 8.8934 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 183.3619 -0.27 3.9044 10.2861 9.4192 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 183.3619 -0.27 3.9044 10.2861 9.4192 9796.34 1.99 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.54 -0.32 -2.1966 8.4157 8.1382 996.48 2.39 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.5546 -0.33 -0.5742 3021.97 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.5547 -0.33 -0.5742 3021.97 1.98 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.7940 -0.34 4.2883 10.1638 8.2349 3749.13 2.38 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.37 -0.34 -2.2368 8.3851 8.1211 996.48 2.39 1000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.1580 -0.34 3.9131 9.8914 7.9896 3749.13 2.38 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.1970 -0.99 -0.6186 7.5386 7.6764 1663.71 2.60 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.1970 -0.99 -0.6186 7.5386 7.6764 1663.71 2.60 100.0 INVEST