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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
ICICI Pru Balanced Advantage Fund (IDCW) 16.76 0.06 3.507 10.9843 10.1685 71150.75 1.43 500.0 INVEST
Invesco India Balanced Advantage Fund (G) 49.20 0.04 -3.4916 9.5130 8.2695 1066.45 2.08 1000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.3809 0.01 3.2759 2768.32 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 9.9984 0.01 -2.2849 2768.32 0.63 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.7665 0.01 7.0857 1153.96 1.52 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.4680 0.01 1.0476 10.8810 7.5017 3731.96 1.88 100.0 INVEST
UTI-Unit Linked Insurance Plan 39.1144 0.01 -2.8986 6.9123 5.9241 5034.81 1.68 15000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 34.4660 0.0 -2.025 14.1063 15.0851 107589.67 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (G) 483.49 0.0 -1.3948 14.3560 15.4417 107589.67 1.35 100.0 INVEST
SBI Balanced Advantage Fund (IDCW) 14.9907 0.0 2.1847 11.4697 40952.47 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (G) 14.9905 0.0 2.1847 11.4695 40952.47 1.54 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.3717 0.0 -1.1164 8.4130 8.1622 9604.33 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.3717 0.0 -1.1164 8.4130 8.1622 9604.33 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (G) 19.3717 0.0 -1.1164 8.4130 8.1622 9604.33 1.73 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 11.7168 0.0 -2.8232 3141.63 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 11.7169 0.0 -2.8232 3141.63 1.90 5000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 29.9391 0.0 -0.4168 9.5215 8.4978 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 168.4814 0.0 0.2522 10.4040 9.0213 9724.68 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 168.4814 0.0 0.2522 10.4040 9.0213 9724.68 1.74 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 24.48 0.0 2.0203 11.0348 9.3177 9103.69 1.77 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 102.25 0.0 2.0154 11.0269 9.3162 9103.69 1.77 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 71.79 0.0 3.5035 10.9804 10.1666 71150.75 1.43 500.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.80 0.0 -3.4958 9.5024 8.2527 1066.45 2.08 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 48.76 0.0 0.848 10.4583 9.1386 13176.44 1.68 100.0 INVEST
HSBC Balanced Advantage Fund (G) 41.0992 0.0 -0.4522 9.3662 7.3728 1534.95 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 17.5416 0.0 -1.0925 9.3806 7.3793 1534.95 2.11 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 21.04 0.0 3.5093 11.1373 10.1618 71150.75 1.43 500.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 26.9520 0.0 1.7594 11.1507 7.8325 3731.96 1.88 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 12.7920 0.0 -0.5164 9.1368 7.4775 2230.85 2.03 1000.0 INVEST
AXIS Balanced Advantage Fund (G) 20.03 0.0 -0.4473 12.3610 9.4890 3799.23 1.91 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.06 0.0 -0.4156 12.3621 9.4850 3799.23 1.91 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 19.61 0.0 0.8285 10.4609 9.1386 13176.44 1.68 100.0 INVEST
Union Balanced Advantage Fund (G) 18.96 0.0 -1.3014 7.4345 6.3598 1304.78 2.16 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.02 0.0 -1.2884 7.4392 6.3626 1304.78 2.16 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 19.3510 0.0 -0.2988 8.9260 7.9868 17590.57 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 19.3510 0.0 -0.2988 8.9260 7.9852 17590.57 1.65 100.0 INVEST
PGIM India Balanced Advantage Fund (G) 13.98 0.0 -2.7816 6.6024 6.4869 885.03 2.23 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 9.95 0.0 -0.1815 7.5385 7.0461 885.03 2.23 5000.0 INVEST
NJ Balanced Advantage Fund (G) 12.58 0.0 -2.0249 8.5698 3567.21 1.90 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 12.58 0.0 -2.0249 8.5698 3567.21 1.90 500.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 13.61 0.0 1.8865 10.6729 2053.09 2.04 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 12.54 0.0 1.8502 10.6589 2053.09 2.04 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 13.3090 0.0 -1.1365 10.5117 2158.29 2.02 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 9.64 0.0 -6.0429 220.59 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 9.64 0.0 -6.0429 220.59 2.41 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 10.5530 0.0 -1.5211 1281.43 2.08 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 10.5530 0.0 -1.5211 1281.43 2.08 500.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 10.48 0.0 -1.6886 316.13 2.42 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 10.48 0.0 -1.6886 316.13 2.42 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 9.42 0.0 -3.0864 1244.68 2.17 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 9.33 0.0 -2.9619 1244.68 2.17 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.3621 0.0 43.83 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.3620 0.0 43.83 2.33 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 13.3879 0.0 -1.395 10.3357 912.31 2.22 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 10.6021 0.0 -1.3986 10.0829 912.31 2.22 1000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 10.8840 0.0 -4.5017 6.7240 709.59 2.39 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 22.9683 0.0 1.0942 11.3787 9.7724 4766.56 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 14.7982 0.0 1.1056 11.3849 9.7775 4766.56 1.88 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 12.5454 0.0 -4.4982 6.7259 709.59 2.39 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.4589 0.0 -0.7308 9.1253 7.5677 379.18 2.39 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 15.5872 0.0 -4.0156 5.9289 5.3362 54.78 2.34 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 15.5658 0.0 -4.0226 5.8828 5.3080 54.78 2.34 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 14.5330 0.0 -5.6734 953.03 2.24 5000.0 INVEST
ITI Balanced Advantage Fund (G) 13.5687 0.0 -1.5912 9.0859 7.5444 379.18 2.39 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.1370 0.0 4.4181 10.1519 9.3016 147.86 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 24.5626 0.0 4.4177 10.1517 9.3024 147.86 2.30 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 14.5316 0.0 -5.6733 953.03 2.24 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.0356 0.0 -6.3495 7.2516 4.2628 768.93 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 11.3097 0.0 -6.3985 2.6650 1.7391 768.93 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 16.7748 0.0 -6.3958 4.7890 2.78 768.93 2.34 500.0 INVEST
Bandhan Balanced Advantage Fund (G) 22.94 0.0 -0.5161 9.1396 7.0470 2230.85 2.03 1000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 19.58 -0.05 1.1313 10.5544 9.1919 13176.44 1.68 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 32.6212 -1.53 -2.5311 8.4207 7.1279 1694.61 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 13.6324 -1.53 -2.5418 8.4171 7.1285 1694.61 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 13.6324 -1.53 -2.5418 8.4171 7.1285 1694.61 2.06 100.0 INVEST