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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.89 0.28 2.8929 8.8393 7.1960 3780.28 2.38 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.55 0.28 3.2587 9.1087 7.4382 3780.28 2.38 100.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.1013 0.25 -4.4548 -1.1486 3.4976 733.99 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.2604 0.25 -7.1873 2.7544 5.7486 733.99 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.4321 0.25 -4.4533 0.8967 4.5565 733.99 2.39 500.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.1682 0.22 -0.1184 7.5881 6.3988 353.79 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.5348 0.22 -0.1182 7.8624 6.5615 353.79 3.25 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.99 0.17 -3.5973 7.3292 6.9759 951.53 2.39 1000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.4154 0.15 -2.0126 6.8780 3073.10 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.4155 0.15 -2.0125 6.8780 3073.10 1.98 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.91 0.12 -3.6205 7.2975 7.1364 951.53 2.39 1000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.19 0.10 -0.6823 1110.62 2.31 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.2550 0.10 4.0242 8.6363 6.8656 2260.43 2.40 1000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.29 0.09 1.6229 10.1967 8.2546 3859.19 2.14 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0830 0.09 4.026 8.6389 7.2872 2260.43 2.40 1000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.46 0.09 2.8235 291.42 2.76 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.53 0.09 2.7629 291.42 2.76 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.2117 0.08 8.1469 1353.17 1.98 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.82 0.08 1.6472 10.2288 8.2618 3859.19 2.14 100.0 INVEST
Tata Balanced Advantage Fund (G) 20.7921 0.07 1.7829 7.1622 7.6128 8779.78 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.9477 0.07 -2.3507 5.6914 6.7241 8779.78 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.9477 0.07 1.7799 7.1612 7.6121 8779.78 1.87 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.6310 0.07 3.7586 8.6670 2166.78 2.26 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.90 0.07 -3.1209 5.2491 5.6870 759.47 2.55 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.48 0.07 3.7154 8.6537 2166.78 2.26 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 44.0904 0.06 1.4092 8.1110 7.3547 1527.05 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.2014 0.06 0.753 8.1256 7.3621 1527.05 2.52 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.46 0.05 4.6979 9.3782 8.2575 13292.69 1.86 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 35.2870 0.05 0.4166 7.1022 7.1960 1682.03 2.60 100.0 INVEST
Union Balanced Advantage Fund (G) 20.54 0.05 1.1823 7.3140 6.6308 1238.19 2.50 1000.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 14.1672 0.05 0.4174 7.0985 7.1954 1682.03 2.60 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.8050 0.05 2.9197 10.1826 2264.63 2.30 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.35 0.05 5.0135 9.4980 8.3222 13292.69 1.86 100.0 INVEST
Shriram Balanced Advantage Fund (G) 16.3794 0.04 -1.6175 4.2775 4.7391 43.47 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.4019 0.04 -1.6112 4.3221 4.7666 43.47 2.57 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.0060 0.02 2.3485 8.4380 7.9056 17428.74 1.88 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.0050 0.02 2.3486 8.4385 7.9045 17428.74 1.88 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 53.14 0.02 4.6887 9.3779 8.2564 13292.69 1.86 100.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.6290 0.02 2.8205 1262.98 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.6290 0.02 2.8205 1262.98 2.73 500.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6858 0.01 2.4031 8.7436 9.2779 42244.29 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.6856 0.01 2.4025 8.7437 9.2777 42244.29 1.68 5000.0 INVEST
HDFC Balanced Advantage Fund (G) 517.3760 0.01 0.27 10.4827 14.0413 107765.65 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 35.6360 0.01 -0.3695 10.2439 13.6887 107765.65 1.29 100.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4241 0.01 0.3513 8.1593 2834.38 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4150 0.01 0.3548 8.1620 2834.38 2.11 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.22 0.0 5.8676 10.5043 9.1752 9804.08 2.0 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.25 0.0 4.2662 10.6036 10.2447 74555.42 1.57 500.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.8477 0.0 4.1981 7.8583 9.4313 177.62 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.0337 0.0 4.1989 7.8581 9.4303 177.62 2.62 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.49 0.0 1.1665 7.3084 6.6275 1238.19 2.50 1000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.61 0.0 -0.5039 6.1786 6.2523 759.47 2.55 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.52 0.0 -2.8037 6.6352 3424.67 2.56 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.52 0.0 -2.8037 6.6352 3424.67 2.56 500.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.26 0.0 -1.8182 177.67 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.26 0.0 -1.8182 177.67 3.58 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.08 0.0 -0.7817 1110.62 2.31 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 113.0 -0.02 5.835 10.5050 9.1707 9804.08 2.0 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 78.18 -0.04 4.2261 10.5917 10.2389 74555.42 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.49 -0.04 4.2536 10.7424 10.2376 74555.42 1.57 500.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.9088 -0.05 3.108 9.1997 917.31 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.8069 -0.05 3.1078 8.9505 917.31 2.47 1000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.06 -0.05 -1.7799 2612.92 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7735 -0.05 3.7898 2612.92 0.76 5000.0 INVEST
Nippon India Balanced Advantage Fund (G) 182.3569 -0.07 2.6602 9.3388 8.4815 9898.19 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 182.3569 -0.07 2.6602 9.3388 8.4815 9898.19 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.2868 -0.07 1.9752 8.4691 7.9606 9898.19 1.99 100.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.0528 -0.07 2.069 7.1103 685.96 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.8926 -0.07 2.0734 7.1122 685.96 3.05 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9473 -0.08 46.84 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9460 -0.08 46.84 2.90 5000.0 INVEST
Baroda BNP Paribas Dynamic Asset Allocation Fund-Reg (IDCW) 15.7568 -0.12 6.228 10.7989 9.9048 5166.21 2.16 5000.0 INVEST
Baroda BNP Paribas Dynamic Asset Allocation Fund-Reg (G) 25.7079 -0.12 6.0837 10.7466 9.8799 5166.21 2.16 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.2238 -0.48 -1.128 11.5821 880.42 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.2253 -0.48 -1.1279 11.5840 880.42 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.2253 -0.48 -1.1279 11.5840 880.42 2.86 5000.0 INVEST