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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) 16.3021 0.98 0.8712 17.5233 901.32 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.3036 0.98 0.8711 17.5292 901.32 2.50 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.07 0.90 -0.0992 198.99 2.48 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.07 0.90 -0.0992 198.99 2.48 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.1370 0.57 0.5598 1228.80 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.1370 0.57 0.5598 1228.80 7.07 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.38 0.34 3.2496 10.9860 9.8979 12906.31 2.08 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.53 0.34 3.5519 11.0968 9.9651 12906.31 2.08 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 107.62 0.32 3.5804 11.5416 9.9453 9182.39 1.76 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 25.61 0.31 3.5706 11.5381 9.9476 9182.39 1.76 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.10 0.29 3.2115 10.9741 9.8888 12906.31 2.08 100.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.17 0.27 2.8545 304.82 2.40 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.2130 0.21 1.4816 11.6955 887.0 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.2555 0.21 1.4774 11.4395 887.0 3.36 1000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.16 0.18 2.8571 304.82 2.40 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.0520 0.16 0.6302 11.0241 2152.37 2.51 500.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 35.8250 0.16 -0.5707 14.3819 15.2629 105377.65 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (G) 505.9870 0.16 0.0619 14.6319 15.6196 105377.65 1.27 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 15.9046 0.13 6.2669 12.9177 11.4613 4755.77 1.90 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.0213 0.13 -0.6817 10.7696 2788.55 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.0007 0.13 -0.6852 10.7667 2788.55 2.14 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.9337 0.13 6.255 12.9117 11.4663 4755.77 1.90 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.4831 0.13 5.1652 9.9976 10.2152 152.71 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.7791 0.13 5.1649 9.9970 10.2142 152.71 2.48 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.4186 0.12 2.0603 9.0923 9.1195 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.4186 0.12 2.0603 9.0923 9.1195 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.4186 0.12 2.0603 9.0923 9.1195 9128.04 1.79 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.55 0.11 2.7614 9.4752 8.5993 2208.75 2.66 1000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 30.8532 0.11 1.2135 10.0298 9.2520 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 176.1002 0.11 1.8942 10.9143 9.7796 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 176.1002 0.11 1.8942 10.9143 9.7796 9620.30 2.01 100.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.2980 0.11 2.7573 9.4777 8.1532 2208.75 2.66 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.23 0.10 0.2826 9.3730 8.8713 17183.82 1.73 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.23 0.10 0.2826 9.3730 8.8713 17183.82 1.73 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.1863 0.10 -2.1988 6.5329 6.2207 51.81 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.1640 0.10 -2.2065 6.4869 6.1925 51.81 2.43 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.0880 0.10 3.2555 10.6896 2067.51 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.2040 0.10 3.2793 10.7018 2067.51 2.06 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.5955 0.09 -1.4158 8.3810 7.5229 351.17 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (G) 13.8507 0.09 -1.4143 8.6573 7.6873 351.17 3.21 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.8266 0.08 45.02 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.8254 0.08 45.02 3.04 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.45 0.05 0.1383 7.9815 7.1737 1241.37 2.15 1000.0 INVEST
UTI-Unit Linked Insurance Plan 40.5856 0.05 -2.3117 6.9059 6.6260 4923.13 1.56 15000.0 INVEST
Union Balanced Advantage Fund (G) 19.77 0.05 0.152 7.9864 7.1766 1241.37 2.15 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.86 0.05 4.1566 11.6715 10.8312 70551.44 1.39 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0326 0.03 -1.9584 2709.31 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.5747 0.03 3.1365 2709.31 0.61 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.6007 0.03 3.3214 11.5715 40732.17 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6008 0.03 3.3207 11.5714 40732.17 1.53 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 75.04 0.03 4.1499 11.5163 10.8276 70551.44 1.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.6762 0.02 -5.5696 7.6133 5.8404 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.8456 0.02 -4.2289 5.1423 4.3352 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.0316 0.02 -4.2313 3.0105 3.2783 734.38 2.39 500.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.0319 0.01 -3.4023 6.7136 681.03 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.3060 0.01 -3.4072 6.7115 681.03 2.34 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.51 0.0 4.1294 11.5139 10.8311 70551.44 1.39 500.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.50 0.0 0.2928 12.2312 10.3709 3763.98 1.93 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 50.93 0.0 -3.009 9.2947 8.2840 1024.28 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.11 0.0 -3.0399 9.2625 8.2626 1024.28 2.78 1000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8581 -0.02 6.8911 1180.70 2.02 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.2234 -0.02 -1.0833 8.6827 7.9369 1658.39 2.31 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.1899 -0.02 -1.0888 8.6783 7.9340 1658.39 2.31 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.1431 -0.04 -2.183 3029.72 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.1432 -0.04 -2.183 3029.72 2.74 5000.0 INVEST
AXIS Balanced Advantage Fund (G) 20.76 -0.05 0.2899 12.2195 10.3799 3763.98 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 27.8690 -0.05 3.0735 10.6402 8.3069 3661.26 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.8510 -0.06 2.7095 10.3713 7.9726 3661.26 1.93 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.86 -0.10 -1.5968 1165.34 2.19 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.76 -0.10 -1.6307 1165.34 2.19 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 42.4347 -0.12 0.1501 9.2935 7.8728 1505.78 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.9911 -0.12 -0.4955 9.3085 7.8797 1505.78 2.13 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.24 -0.15 0.2271 9.2991 3435.23 2.09 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.24 -0.15 0.2271 9.2991 3435.23 2.09 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.24 -0.15 0.2271 9.2991 3435.23 2.09 500.0 INVEST