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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) 26.17 0.0 -71.2946 -27.6606 -15.3340 9252.62 1.76 100.0 INVEST
UTI-Unit Linked Insurance Plan 41.8184 0.0 -97.9378 -70.6387 -50.9709 4924.35 1.56 15000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.58 0.0 5.3343 11.5804 9.8092 9252.62 1.76 100.0 INVEST
HDFC Balanced Advantage Fund (G) 519.6880 0.0 1.3011 14.4370 15.2651 104016.21 1.27 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.5410 0.0 -92.4259 -51.7929 -31.5063 104016.21 1.27 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 181.0718 0.0 4.0854 10.9792 9.5328 9573.76 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 181.0718 0.0 4.0854 10.9792 9.5328 9573.76 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.4974 0.0 -78.8631 -35.1425 -20.6465 9573.76 2.01 100.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.12 0.0 5.3696 11.8525 10.8440 70569.60 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.0 0.0 -75.2229 -30.9567 -17.0203 70569.60 1.39 500.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.22 0.0 -1.4903 9.2930 8.4119 1016.77 2.78 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.40 0.0 -66.3569 -23.6167 -12.5488 1016.77 2.78 1000.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.26 0.0 4.7505 10.5792 9.5376 12908.90 2.08 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.99 0.0 -57.3635 -18.0421 -8.4861 12908.90 2.08 100.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.9244 0.0 0.4816 8.7038 7.7823 1641.95 2.31 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.2483 0.0 -57.956 -18.6962 -9.4490 1641.95 2.31 100.0 INVEST
HSBC Balanced Advantage Fund (G) 43.6673 0.0 1.9521 9.7155 8.0424 1492.28 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.3897 0.0 -56.5607 -17.2507 -8.7806 1492.28 2.13 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.39 0.0 -49.2394 -12.2060 -4.2237 70569.60 1.39 500.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.5630 0.0 4.7453 10.6760 8.2681 3664.90 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.12 0.0 -48.0428 -12.4996 -6.1188 3664.90 1.93 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.9951 0.0 5.6698 9.9809 10.1865 156.03 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.1364 0.0 -26.198 -2.4213 2.5531 156.03 2.48 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.9230 0.0 4.4639 9.3805 7.9773 2196.29 2.66 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.8980 0.0 -41.8133 -10.0049 -3.5620 2196.29 2.66 1000.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.4961 0.0 -1.8769 4.8585 4.4649 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8796 0.0 -46.6846 -12.0113 -5.9342 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.4702 0.0 -30.1929 -8.2889 -3.4002 735.74 2.39 500.0 INVEST
AXIS Balanced Advantage Fund (G) 21.28 0.0 2.6037 12.0165 10.0220 3749.83 1.93 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.81 0.0 -37.9862 -5.2918 -0.5210 3749.83 1.93 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.65 0.0 -57.2953 -18.0092 -8.4560 12908.90 2.08 100.0 INVEST
Union Balanced Advantage Fund (G) 20.32 0.0 2.2647 8.3158 7.2497 1218.20 2.15 1000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.97 0.0 -4.5294 5.8619 5.7852 1218.20 2.15 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.8870 0.0 2.5934 9.7806 8.8355 17112.42 1.73 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.8880 0.0 2.5933 9.7823 8.8366 17112.42 1.73 100.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.6514 0.0 6.4325 12.7490 11.5069 4870.96 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.2003 0.0 -32.7869 -3.2660 1.7217 4870.96 1.90 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.9741 0.0 3.5993 9.2872 9.0441 8770.14 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.1223 0.0 -0.608 7.7873 8.1436 8770.14 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.1223 0.0 -0.608 7.7873 8.1436 8770.14 1.79 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.4482 0.0 -1.3932 6.1612 5.8678 50.07 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.4709 0.0 -1.3866 6.2072 5.8958 50.07 2.43 5000.0 INVEST
ITI Balanced Advantage Fund (G) 14.2675 0.0 -0.3924 8.9573 7.1337 351.23 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9444 0.0 -15.9715 2.69 3.3926 351.23 3.21 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.01 0.0 -1.0547 6.8625 7.0639 797.63 2.35 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.69 0.0 -29.4664 -4.5669 0.0375 797.63 2.35 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8048 0.0 3.785 11.0039 40673.49 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8050 0.0 3.785 11.0041 40673.49 1.53 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.40 0.0 -0.149 8.7110 3392.12 2.09 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.40 0.0 -0.149 8.7110 3392.12 2.09 500.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.4018 0.0 -2.3591 7.0704 675.48 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.6270 0.0 -16.6212 1.5801 675.48 2.34 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.6779 0.0 3.372 11.2742 883.89 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.6240 0.0 -17.5731 2.9497 883.89 3.36 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.53 0.0 4.4047 10.5894 2081.61 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3880 0.0 -3.7734 7.6227 2081.61 2.06 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.3218 0.0 0.4313 10.46 2769.68 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.3199 0.0 -6.5985 7.8217 2769.68 2.14 5000.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.4130 0.0 2.2489 10.7994 2155.59 2.51 500.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6925 0.0 2.7825 17.3524 922.29 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.6941 0.0 2.7835 17.3584 922.29 2.50 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3762 0.0 -1.244 2980.74 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3763 0.0 -1.244 2980.74 2.74 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.4820 0.0 2.399 1230.51 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.4820 0.0 2.399 1230.51 7.07 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7131 0.0 4.0166 2691.13 0.61 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.44 0.0 4.3796 301.85 2.40 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.37 0.0 3.7409 301.85 2.40 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1526 0.0 -1.1268 2691.13 0.61 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.13 0.0 1134.96 2.19 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.03 0.0 -0.9872 1134.96 2.19 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.9742 0.0 7.302 1242.98 2.02 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9914 0.0 46.61 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9902 0.0 46.61 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9902 0.0 46.61 3.04 5000.0 INVEST