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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
ITI Balanced Advantage Fund (IDCW) 12.5154 0.16 1.9379 10.8430 10.1560 399.17 2.37 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.6772 0.16 1.9441 11.1259 10.3246 399.17 2.37 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 19.1640 0.13 0.7565 11.6702 9.2380 1591.48 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.7392 0.13 0.7465 11.4143 9.0895 1591.48 2.11 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.9360 0.12 3.2617 11.0155 9.9222 2323.73 2.01 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.7650 0.12 3.2649 11.0203 9.4741 2323.73 2.01 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 109.42 0.10 8.3903 12.7348 11.4203 8799.67 1.77 100.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.24 0.10 -8.5714 284.08 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.24 0.10 -8.5714 284.08 2.41 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.53 0.09 1.7652 325.75 2.41 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.53 0.09 1.7652 325.75 2.41 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.9882 0.08 8.4019 14.0133 39337.41 1.55 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9884 0.08 8.4018 14.0134 39337.41 1.55 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.81 0.07 8.3748 12.7247 11.4161 8799.67 1.77 100.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.4673 0.06 1.4679 11.9904 934.52 2.19 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.2285 0.06 0.7722 11.7352 934.52 2.19 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.54 0.05 3.7898 10.0762 8.5956 1370.71 2.15 1000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.8963 0.04 5.1258 10.3365 10.9426 145.05 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.6510 0.04 5.1258 10.3367 10.9434 145.05 2.30 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.5766 0.03 995.36 1.52 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.8580 0.02 3.5548 11.5369 10.5486 17959.16 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.8580 0.02 3.5548 11.5369 10.5486 17959.16 1.65 100.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4971 0.01 3.1932 12.1877 2876.82 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.5123 0.01 3.1898 12.1848 2876.82 1.93 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 20.03 0.0 3.7837 10.0740 8.5944 1370.71 2.15 1000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.92 0.0 4.6585 14.0463 11.6927 3810.49 1.91 100.0 INVEST
AXIS Balanced Advantage Fund (G) 21.49 0.0 4.6761 14.0397 11.6975 3810.49 1.91 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.99 0.0 10.4156 13.3591 12.7806 69867.93 1.44 500.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.9768 -0.01 6.618 3190.94 1.89 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.9769 -0.01 6.618 3190.94 1.89 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.6520 -0.01 5.7638 1346.96 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.6520 -0.01 5.7638 1346.96 2.05 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.09 -0.01 10.4125 13.3599 12.7859 69867.93 1.44 500.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.5890 -0.01 5.3281 2093.36 2.02 500.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 14.4130 -0.01 6.369 12.0433 2003.13 2.06 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.1256 -0.02 3.2197 9.0375 8.0965 5300.39 1.64 15000.0 INVEST
Invesco India Balanced Advantage Fund (G) 54.46 -0.02 0.8145 12.3134 11.0271 1121.27 2.08 1000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.8402 -0.02 3.9759 10.5059 10.9732 9857.07 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.8402 -0.02 3.9759 10.5059 10.9732 9857.07 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.8402 -0.02 3.9759 10.5059 10.9732 9857.07 1.71 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.4160 -0.02 6.3676 12.0438 2003.13 2.06 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.4490 -0.03 6.3891 12.0448 9.0285 3689.72 1.89 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.3580 -0.03 7.1609 12.3193 9.3653 3689.72 1.89 100.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.3055 -0.03 2.0367 2704.76 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.4158 -0.03 5.0598 2704.76 0.63 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 528.9910 -0.04 4.7615 17.4140 19.5063 107971.20 1.34 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 38.7230 -0.04 4.7618 17.4114 19.2917 107971.20 1.34 100.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.6203 -0.04 1.5682 9.1555 756.40 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.3452 -0.04 1.5663 9.1899 756.40 2.31 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.80 -0.04 10.4174 13.4979 12.7787 69867.93 1.44 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 19.07 -0.05 0.8303 12.2965 11.0213 1121.27 2.08 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.0 -0.06 4.292 12.1239 11.7034 13411.40 1.69 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.46 -0.06 3.6193 9.8280 948.61 2.20 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.71 -0.09 3.6861 9.8249 948.61 2.20 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 17.0997 -0.09 -2.3828 8.2636 7.8410 58.0 2.42 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 17.1221 -0.09 -2.3831 8.3084 7.8691 58.0 2.42 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 21.64 -0.09 4.2923 12.1096 11.7016 13411.40 1.69 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.54 -0.09 4.2667 12.1350 11.7136 13411.40 1.69 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 32.6346 -0.10 3.7502 11.0120 11.0827 9748.77 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 179.9163 -0.10 5.0914 11.9067 11.6195 9748.77 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 179.9163 -0.10 5.0914 11.9067 11.6195 9748.77 1.74 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.28 -0.10 2.0826 1371.48 2.11 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.8028 -0.10 3.5083 10.0427 9.6479 1753.56 2.05 100.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.4393 -0.11 1.0996 1103.57 2.16 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.4408 -0.11 1.0989 1103.57 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.8879 -0.13 4.3737 13.5998 12.1786 4696.84 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.5271 -0.13 4.3755 13.6007 12.1803 4696.84 1.88 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.5760 -0.18 -7.8139 8.4859 6.5207 936.52 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.9068 -0.18 -7.7695 11.0417 8.0568 936.52 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 14.0364 -0.18 -7.8116 6.6608 5.4436 936.52 2.26 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.38 -0.19 2.0649 1371.48 2.11 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.3131 -0.84 3.4905 10.0388 9.6375 1753.56 2.05 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.3131 -0.84 3.4905 10.0388 9.6375 1753.56 2.05 100.0 INVEST