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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Helios Balanced Advantage Fund - Regular (IDCW) 11.45 1.33 1.2002 288.35 2.76 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.52 1.32 1.1414 288.35 2.76 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9359 1.27 47.77 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9371 1.27 47.77 2.90 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.3167 1.14 -2.1657 11.9223 852.39 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.3182 1.14 -2.1661 11.9238 852.39 2.86 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.20 0.89 -3.2258 167.99 3.58 5000.0 INVEST
Sundaram Dynamic Asset Allocation Fund (G) 35.0965 0.89 -1.3331 6.8453 6.9943 1685.79 2.60 100.0 INVEST
Sundaram Dynamic Asset Allocation Fund (IDCW-M) 14.0907 0.89 -1.3339 6.8417 6.9913 1685.79 2.60 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.37 0.88 -0.6641 6.8195 6.3891 1240.12 2.50 1000.0 INVEST
ITI Balanced Advantage Fund (G) 14.4322 0.85 -2.0762 7.5684 6.3566 348.34 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.0823 0.85 -2.5369 7.2949 6.1943 348.34 3.25 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.40 0.84 -0.6816 6.8132 6.3853 1240.12 2.50 1000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.8929 0.82 -0.6187 6.3077 695.74 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.7083 0.82 -0.6148 6.3093 695.74 3.05 5000.0 INVEST
Baroda BNP Paribas Dynamic Asset Allocation Fund-Reg (G) 25.5689 0.82 3.7131 10.3192 9.6110 5342.81 2.16 5000.0 INVEST
Baroda BNP Paribas Dynamic Asset Allocation Fund-Reg (IDCW) 15.6716 0.82 3.8543 10.3713 9.6383 5342.81 2.16 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.19 0.79 -3.3207 167.99 3.58 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4033 0.74 -0.6505 8.1206 2822.52 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.3957 0.74 -0.647 8.1233 2822.52 2.11 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 13.1126 0.74 -6.9545 -0.9268 3.4337 743.51 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.2701 0.74 -9.6148 2.9840 5.6832 743.51 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.4488 0.74 -6.9529 1.1228 4.4920 743.51 2.39 500.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.2390 0.69 2.7814 8.4047 6.7345 2285.86 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0740 0.69 2.7845 8.4051 7.1634 2285.86 2.40 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.81 0.67 2.7432 9.0259 7.9950 13445.0 1.86 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.21 0.66 3.0507 9.1416 8.0566 13445.0 1.86 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.15 0.65 4.5248 10.2687 8.9523 10125.45 2.0 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 112.71 0.65 4.5159 10.2701 8.9476 10125.45 2.0 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.33 0.64 2.7518 9.0234 7.9905 13445.0 1.86 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.6160 0.63 2.5109 8.5379 2169.20 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.4660 0.62 2.4737 8.5210 2169.20 2.26 5000.0 INVEST
Nippon India Balanced Advantage Fund (G) 182.2792 0.61 1.0341 9.2101 8.4199 9917.51 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 182.2792 0.61 1.0341 9.2101 8.4199 9917.51 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.0510 0.61 0.3598 8.3411 7.8992 9917.51 1.99 100.0 INVEST
HSBC Balanced Advantage Fund (G) 44.0083 0.59 0.2949 8.0657 7.1110 1522.18 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.1675 0.59 -0.3539 8.0806 7.1191 1522.18 2.52 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 19.8450 0.58 0.3186 6.7735 7.4111 8538.57 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 19.8450 0.58 -3.7524 5.3092 6.5248 8538.57 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.6850 0.58 0.3216 6.7746 7.4118 8538.57 1.87 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.90 0.54 0.5484 8.1591 7.7335 17373.40 1.88 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.90 0.54 0.5484 8.1591 7.7335 17373.40 1.88 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.04 0.50 -2.5058 1079.26 2.31 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.7190 0.50 1.252 9.8598 2302.39 2.30 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.20 0.50 2.7958 10.2785 10.0498 75399.17 1.57 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.14 0.50 -2.5 1079.26 2.31 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.43 0.49 2.782 10.4277 10.0376 75399.17 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.98 0.49 2.8082 10.2878 10.0498 75399.17 1.57 500.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.53 0.48 -2.2614 5.7898 6.1104 738.64 2.55 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.79 0.48 -4.8875 4.8802 5.5492 738.64 2.55 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.7441 0.46 1.6207 8.8606 922.99 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.8295 0.46 1.6206 9.1094 922.99 2.47 1000.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 35.5140 0.40 -2.2215 10.0894 13.1475 107295.79 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (G) 515.60 0.40 -1.5961 10.3285 13.4976 107295.79 1.29 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.77 0.39 0.2167 9.8432 8.0748 3835.99 2.14 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3731 0.36 -3.6093 6.4645 3022.50 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3732 0.36 -3.6092 6.4648 3022.50 1.98 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 13.8820 0.35 1.9531 8.8272 7.1353 3821.11 2.38 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.5320 0.34 2.3056 9.0957 7.3773 3821.11 2.38 100.0 INVEST
AXIS Balanced Advantage Fund (G) 21.21 0.33 0.1889 9.8289 8.0677 3835.99 2.14 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.3578 0.32 -3.3056 4.3290 4.5393 42.93 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.3353 0.32 -3.3122 4.2840 4.5116 42.93 2.57 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.9452 0.31 2.2989 7.3693 9.2513 175.65 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.7208 0.31 2.2981 7.3694 9.2521 175.65 2.62 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.7012 0.29 0.3723 6.8472 5.5082 5107.67 1.58 15000.0 INVEST
SBI Balanced Advantage Fund (G) 15.6434 0.21 0.8581 8.4848 9.0669 41802.81 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.6436 0.21 0.8581 8.4847 9.0672 41802.81 1.68 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7498 0.19 3.3077 2574.82 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0397 0.19 -2.2358 2574.82 0.76 5000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 16.91 0.18 -4.7797 7.0675 7.0569 937.48 2.39 1000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.2189 0.15 8.0361 1426.76 1.98 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 51.96 0.13 -4.8003 7.0883 6.8887 937.48 2.39 1000.0 INVEST
NJ Balanced Advantage Fund (G) 13.48 0.07 -3.2304 6.5937 3385.33 2.56 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.48 0.07 -3.2304 6.5937 3385.33 2.56 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.48 0.07 -3.2304 6.5937 3385.33 2.56 500.0 INVEST