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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Quant Dynamic Asset Allocation Fund-Regular (G) 16.1561 1.23 2.7761 17.3062 833.98 2.24 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.1576 1.23 2.7759 17.3095 833.98 2.24 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 10.1162 0.87 42.03 2.33 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 10.1150 0.86 42.03 2.33 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.42 0.79 4.3876 291.86 2.42 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.42 0.79 4.4831 291.86 2.42 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.1147 0.71 2.6623 10.4792 8.8120 1564.62 2.06 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.12 0.70 2.8189 1105.84 2.17 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.06 0.67 2.1017 9.1852 8.1685 799.81 2.23 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.72 0.66 4.8479 10.1388 8.7392 799.81 2.23 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.34 0.60 2.3791 10.5638 3302.74 1.90 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.34 0.60 2.3791 10.5638 3302.74 1.90 500.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.9323 0.59 4.6503 11.9076 10.3690 9031.58 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 180.9687 0.59 5.3541 12.8073 10.9021 9031.58 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 180.9687 0.59 5.3541 12.8073 10.9021 9031.58 1.74 100.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.22 0.59 2.8169 1105.84 2.17 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.3580 0.59 3.8779 12.8747 2004.90 2.02 500.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.2460 0.59 5.6406 12.4041 8.8086 3548.38 1.88 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.51 0.59 6.0009 12.6794 9.1436 3548.38 1.88 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.38 0.58 1.5904 11.4969 9.4890 984.41 2.08 1000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.39 0.57 7.5148 13.3915 11.1049 8539.88 1.77 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.74 0.57 1.5395 11.4587 9.4762 984.41 2.08 1000.0 INVEST
AXIS Balanced Advantage Fund (G) 21.33 0.57 4.0996 14.4983 11.2264 3557.60 1.91 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.25 0.57 7.5085 13.3965 11.1014 8539.88 1.77 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.5584 0.57 2.0411 2877.65 1.90 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.5583 0.57 2.0411 2877.65 1.90 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.1080 0.55 0.2379 4.5313 3.4731 701.81 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 17.9589 0.55 0.2417 6.6940 4.5317 701.81 2.34 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.7440 0.55 0.2898 9.2013 6.0398 701.81 2.34 500.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.84 0.55 4.1072 14.4853 11.2242 3557.60 1.91 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.1671 0.54 8.2908 14.2578 11.8552 4365.23 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.0929 0.54 8.2781 14.2512 11.8564 4365.23 1.88 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.7470 0.54 4.6613 11.1861 9.6453 16203.69 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.7470 0.53 4.6613 11.1861 9.6436 16203.69 1.65 100.0 INVEST
HDFC Balanced Advantage Fund (G) 522.5570 0.53 4.2198 16.7250 17.9408 98457.75 1.35 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 37.2510 0.53 3.5541 16.4697 17.5760 98457.75 1.35 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.28 0.52 3.7765 9.6722 7.9498 1191.64 2.16 1000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.4275 0.52 3.3326 12.6406 2662.52 1.92 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4182 0.52 3.336 12.6435 2662.52 1.92 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.3819 0.52 9.699 12.1280 11.0779 139.84 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.3469 0.52 9.6983 12.1281 11.0787 139.84 2.30 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8883 0.52 6.4571 13.1048 38487.87 1.54 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8884 0.51 6.4564 13.1047 38487.87 1.54 5000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.7790 0.50 4.8048 11.4312 9.1755 2071.17 2.03 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.29 0.50 3.7852 9.6752 7.9516 1191.64 2.16 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.7090 0.49 4.8013 11.4334 8.7428 2071.17 2.03 1000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.7209 0.48 4.4127 10.4697 9.8053 8725.14 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.7209 0.48 4.4127 10.4697 9.8053 8725.14 1.73 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.7209 0.48 4.4127 10.4697 9.8053 8725.14 1.73 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.6371 0.47 0.533 7.9876 6.9011 50.31 2.34 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.66 0.47 0.5407 8.0342 6.9292 50.31 2.34 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.4793 0.46 3.7177 13.4094 833.19 2.22 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.4664 0.46 3.7144 13.1495 833.19 2.22 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.18 0.44 6.5115 12.7443 10.7977 12234.27 1.68 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.96 0.43 6.8458 12.8479 10.8747 12234.27 1.68 100.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.3539 0.43 -0.0187 8.6842 652.81 2.39 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.5853 0.43 -0.0228 8.6819 652.81 2.39 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.99 0.43 6.5367 12.7389 10.8013 12234.27 1.68 100.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.5140 0.42 6.4466 12.5576 1939.85 2.04 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3730 0.41 6.4092 12.5435 1939.85 2.04 5000.0 INVEST
UTI-Unit Linked Insurance Plan 41.2773 0.41 0.0849 8.5185 7.1817 4761.79 1.68 15000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.04 0.39 8.5838 13.4640 12.0194 66397.80 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.29 0.36 8.5839 13.4578 12.0237 66397.80 1.43 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.58 0.36 8.5914 13.6001 12.0090 66397.80 1.43 500.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.51 0.35 2.2808 10.8996 8.5248 1447.69 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.3681 0.35 2.9429 10.8849 8.5179 1447.69 2.11 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.15 0.20 -0.4902 198.63 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.15 0.20 -0.4902 198.63 2.41 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.0819 0.16 0.7195 10.0741 8.3620 347.67 2.39 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.7890 0.16 0.7171 9.7940 8.1965 347.67 2.39 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.2121 0.06 -0.045 2666.02 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6240 0.06 3.7413 2666.02 0.63 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.8322 -0.02 7.0048 1150.26 1.52 5000.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.5595 -0.08 2.657 10.4749 8.8069 1564.62 2.06 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.5595 -0.08 2.657 10.4749 8.8069 1564.62 2.06 100.0 INVEST