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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Motilal Oswal Balance Advantage Fund (G) 19.6017 0.15 1.8148 2.6781 5.0299 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.2156 0.15 1.8131 0.5967 3.9660 732.54 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.5299 0.15 0.3901 5.0912 6.5454 732.54 2.39 500.0 INVEST
LIC MF Balanced Advantage Fund (G) 14.0130 0.14 3.9116 7.7817 684.91 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.1572 0.14 3.9071 7.7797 684.91 3.05 5000.0 INVEST
UTI-Unit Linked Insurance Plan 43.5720 0.10 4.5348 8.1932 6.9159 5027.38 1.58 15000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.5103 0.08 2.851 8.5837 7.9655 1663.71 2.60 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.8541 0.08 2.8555 8.5877 7.9661 1663.71 2.60 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.41 0.0 2.6627 1125.26 2.31 5000.0 INVEST
Nippon India Balanced Advantage Fund (G) 185.9992 -0.03 6.6706 10.9940 9.4204 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 185.9992 -0.03 6.6706 10.9940 9.4204 9796.34 1.99 100.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.9640 -0.04 5.3654 11.3661 2201.72 2.30 500.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.1083 -0.04 7.526 1290.08 1.98 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.9670 -0.04 5.5803 10.4079 8.2055 3749.13 2.38 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.1680 -0.04 5.2082 10.1381 7.9602 3749.13 2.38 100.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.65 -0.09 5.8417 9.8984 2128.89 2.26 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.64 -0.09 8.2413 10.7671 9.4533 13031.23 1.86 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.8140 -0.09 5.8672 9.9078 2128.89 2.26 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.92 -0.10 7.9619 10.6625 9.3801 13031.23 1.86 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.30 -0.10 2.5838 1125.26 2.31 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0638 -0.11 -2.5581 2655.99 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7779 -0.11 3.7874 2655.99 0.76 5000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 53.87 -0.11 7.9343 10.6539 9.3850 13031.23 1.86 100.0 INVEST
SBI Balanced Advantage Fund (G) 16.0327 -0.12 5.5693 10.2941 41512.85 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 16.0329 -0.12 5.5692 10.2940 41512.85 1.68 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.1149 -0.12 47.96 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.1137 -0.12 47.96 2.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.7344 -0.13 2.1498 8.3909 3021.97 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.7345 -0.13 2.1498 8.3912 3021.97 1.98 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.8488 -0.14 1.4786 6.4287 6.1271 42.88 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.8256 -0.14 1.4715 6.3829 6.0990 42.88 2.57 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.89 -0.14 2.8889 8.8164 3393.51 2.56 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.89 -0.14 2.8889 8.8164 3393.51 2.56 500.0 INVEST
Union Balanced Advantage Fund (G) 20.79 -0.14 3.6908 8.3596 7.3838 1236.69 2.50 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.3620 -0.14 5.159 9.7761 8.8902 17371.73 1.88 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.3620 -0.15 5.159 9.7761 8.8902 17371.73 1.88 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.06 -0.16 3.6943 8.3608 7.3845 1236.69 2.50 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.73 -0.16 9.3571 12.3608 11.2301 72486.28 1.57 500.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.7340 -0.17 2.8306 12.7964 14.7770 106456.16 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (G) 529.6680 -0.17 3.4896 13.0420 15.1322 106456.16 1.29 100.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.61 -0.17 4.5005 290.90 2.76 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 23.15 -0.17 9.3718 12.4874 11.2139 72486.28 1.57 500.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.54 -0.17 4.4721 290.90 2.76 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 114.72 -0.17 9.008 11.8429 10.0130 9489.56 2.0 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 80.24 -0.17 9.3635 12.3441 11.2292 72486.28 1.57 500.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.90 -0.18 3.4589 7.7282 7.3449 770.48 2.55 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.80 -0.19 9.0266 11.8474 10.0160 9489.56 2.0 100.0 INVEST
ITI Balanced Advantage Fund (G) 14.5032 -0.19 1.9887 8.8074 7.3431 355.10 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.1417 -0.19 1.9876 8.5306 7.1791 355.10 3.25 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.31 -0.20 0.7237 6.8223 6.7775 770.48 2.55 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.6114 -0.20 2.4973 9.7843 2819.0 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.5892 -0.20 2.5014 9.7870 2819.0 2.11 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.5260 -0.21 6.4426 9.8609 7.7439 2236.44 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.2340 -0.21 6.4443 9.8602 8.1770 2236.44 2.40 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.9085 -0.23 5.8066 10.4275 903.94 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 15.0372 -0.23 5.8071 10.6804 903.94 2.47 1000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.10 -0.23 4.95 12.0563 9.5751 3814.40 2.14 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.46 -0.23 -0.1433 9.0189 8.0297 996.48 2.39 1000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.76 -0.23 4.9686 12.0442 9.5675 3814.40 2.14 100.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.5269 -0.23 2.2314 9.2414 8.0827 1518.10 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 44.5833 -0.23 2.8972 9.2272 8.0746 1518.10 2.52 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 53.24 -0.24 -0.0938 9.0629 8.0503 996.48 2.39 1000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.4737 -0.26 7.9832 9.4821 10.3259 169.80 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.4704 -0.26 7.9834 9.4819 10.3251 169.80 2.62 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.21 -0.29 -2.2031 190.30 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.21 -0.29 -2.2031 190.30 3.58 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 26.1689 -0.35 8.8407 12.3278 11.1435 5002.59 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.1990 -0.35 8.9898 12.3809 11.1797 5002.59 2.16 5000.0 INVEST
Tata Balanced Advantage Fund (G) 21.3040 -0.35 5.0778 8.7126 8.7847 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.4388 -0.35 5.0748 8.7116 8.7841 8834.19 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.4388 -0.35 0.8104 7.2206 7.8864 8834.19 1.87 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.4368 -0.37 0.4793 13.7764 905.22 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.4352 -0.37 0.4787 13.7748 905.22 2.86 5000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.9117 -0.71 5.9577 10.1110 8.8947 9796.34 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.9117 -0.71 5.9577 10.1110 8.8947 9796.34 1.99 100.0 INVEST