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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.36 0.0 7.0671 13.3484 10.9982 8539.88 1.77 100.0 INVEST
UTI-Unit Linked Insurance Plan 41.1744 0.0 -0.5238 8.4283 7.0941 4761.79 1.68 15000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.11 0.0 7.0484 13.3485 10.9915 8539.88 1.77 100.0 INVEST
HDFC Balanced Advantage Fund (G) 520.62 0.0 3.7536 16.5806 17.7459 98457.75 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 37.1130 0.0 3.0904 16.3257 17.3816 98457.75 1.35 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 180.4921 0.0 4.8642 12.7082 10.7353 9031.58 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 180.4921 0.0 4.8642 12.7082 10.7353 9031.58 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.8482 0.0 4.1638 11.8093 10.2030 9031.58 1.74 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.90 0.0 7.9147 13.2667 11.8238 66397.80 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.95 0.0 7.923 13.2750 11.8257 66397.80 1.43 500.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.18 0.0 0.9284 11.3548 9.3134 984.41 2.08 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.68 0.0 0.9429 11.3329 9.3029 984.41 2.08 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.96 0.0 5.8464 12.5856 10.6475 12234.27 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.87 0.0 6.1815 12.6861 10.7079 12234.27 1.68 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.9514 0.0 2.0398 10.3077 8.6823 1564.62 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.4918 0.0 2.0343 10.3034 8.6737 1564.62 2.06 100.0 INVEST
HSBC Balanced Advantage Fund (G) 43.2962 0.0 2.4498 10.8236 8.4623 1447.69 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.4794 0.0 1.792 10.8384 8.4693 1447.69 2.11 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.47 0.0 7.9125 13.4153 11.8156 66397.80 1.43 500.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.4530 0.0 5.5966 12.6043 9.0514 3548.38 1.88 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.2180 0.0 5.2392 12.3305 8.7176 3548.38 1.88 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.2316 0.0 9.1024 11.9643 10.97 139.84 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.3014 0.0 9.1025 11.9640 10.9692 139.84 2.30 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.7050 0.0 4.6955 11.4274 8.7125 2071.17 2.03 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7770 0.0 4.6969 11.4260 9.1546 2071.17 2.03 1000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.9448 0.0 -0.143 6.6661 4.4291 701.81 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.7356 0.0 -0.0939 9.1730 5.9358 701.81 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.0986 0.0 -0.145 4.5043 3.3714 701.81 2.34 500.0 INVEST
AXIS Balanced Advantage Fund (G) 21.26 0.0 3.5054 14.3729 11.1002 3557.60 1.91 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.80 0.0 3.4711 14.3662 11.1146 3557.60 1.91 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.90 0.0 5.8369 12.5775 10.6499 12234.27 1.68 100.0 INVEST
Union Balanced Advantage Fund (G) 20.26 0.0 3.3146 9.6212 7.8730 1191.64 2.16 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.25 0.0 3.2983 9.6154 7.8696 1191.64 2.16 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.70 0.0 4.0986 11.1020 9.5738 16203.69 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.70 0.0 4.0986 11.1020 9.5738 16203.69 1.65 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.0553 0.0 7.7476 14.1942 11.7761 4365.23 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.1428 0.0 7.7599 14.2005 11.7877 4365.23 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.6956 0.0 4.2069 10.4247 9.7368 8725.14 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.6956 0.0 4.2069 10.4247 9.7368 8725.14 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.6956 0.0 4.2069 10.4247 9.7368 8725.14 1.73 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5448 0.0 -0.1942 7.7876 6.7350 50.31 2.34 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.5675 0.0 -0.1868 7.8339 6.7630 50.31 2.34 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.0312 0.0 0.0813 9.9418 8.3959 347.67 2.39 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7466 0.0 0.0791 9.6621 8.2303 347.67 2.39 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.01 0.0 1.3504 9.0643 8.0753 799.81 2.23 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.69 0.0 4.1813 10.0359 8.6569 799.81 2.23 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8616 0.0 6.1417 13.0414 38487.87 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8618 0.0 6.1416 13.0416 38487.87 1.54 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.30 0.0 1.7598 10.4532 3302.74 1.90 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.30 0.0 1.7598 10.4532 3302.74 1.90 500.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.3225 0.0 -0.5821 8.5990 652.81 2.39 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.5581 0.0 -0.5861 8.5967 652.81 2.39 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.4140 0.0 3.0639 13.2386 833.19 2.22 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.4147 0.0 3.0612 12.9793 833.19 2.22 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.4860 0.0 6.0624 12.4852 1939.85 2.04 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3470 0.0 6.0234 12.4706 1939.85 2.04 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.2960 0.0 3.1979 12.7120 2004.90 2.02 500.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.2515 0.0 3.6626 17.5367 833.98 2.24 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.2530 0.0 3.6629 17.5399 833.98 2.24 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.4857 0.0 1.262 2877.65 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.4858 0.0 1.2619 2877.65 1.90 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.20 0.0 198.63 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.20 0.0 198.63 2.41 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.4230 0.0 4.0251 1129.50 2.08 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.4230 0.0 4.0251 1129.50 2.08 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6195 0.0 3.69 2666.02 0.63 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.39 0.0 3.9234 291.86 2.42 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.39 0.0 3.8286 291.86 2.42 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.2081 0.0 -0.0949 2666.02 0.63 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.21 0.0 2.3046 1105.84 2.17 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.10 0.0 2.3069 1105.84 2.17 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8325 0.0 6.9591 1150.26 1.52 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.0666 0.0 42.03 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.0654 0.0 42.03 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.0654 0.0 42.03 2.33 5000.0 INVEST