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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.0721 1.01 3.9285 12.2078 11.2584 4870.96 2.16 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.7042 1.01 3.9179 12.2018 11.2405 4870.96 2.16 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.6503 0.96 -2.1533 7.0385 675.48 3.05 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.8425 0.96 -2.1569 7.0365 675.48 3.05 5000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.6160 0.96 0.7721 1230.51 2.73 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.6160 0.96 0.7721 1230.51 2.73 500.0 INVEST
ITI Balanced Advantage Fund (G) 14.2846 0.89 -1.8874 8.4487 7.1460 351.23 3.25 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.9587 0.89 -1.8888 8.1727 6.9823 351.23 3.25 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.56 0.88 1.0319 8.2686 7.4719 1218.20 2.50 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.7759 0.88 1.6898 10.7971 883.89 2.47 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.8697 0.88 1.6905 11.0504 883.89 2.47 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 21.0880 0.86 1.7122 9.6133 8.9535 17112.42 1.88 100.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 112.27 0.85 4.6514 11.5190 9.8964 9252.62 2.0 100.0 INVEST
Tata Balanced Advantage Fund (G) 21.3109 0.85 3.3321 9.3112 9.2372 8770.14 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.4454 0.85 -0.8645 7.8108 8.3351 8770.14 1.87 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.4454 0.85 3.3287 9.31 9.2365 8770.14 1.87 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 21.0870 0.85 1.7074 9.6139 8.9525 17112.42 1.88 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 19.01 0.85 0.9912 8.2541 7.4632 1218.20 2.50 1000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.77 0.84 0.3074 7.4240 7.52 797.63 2.55 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.41 0.84 4.6721 11.5267 9.9015 9252.62 2.0 100.0 INVEST
SBI Balanced Advantage Fund (G) 15.9692 0.84 2.713 10.7446 40673.49 1.68 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9694 0.84 2.713 10.7448 40673.49 1.68 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.6770 0.83 -0.7516 14.8299 922.29 2.86 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.6785 0.83 -0.7516 14.8320 922.29 2.86 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.2009 0.83 -0.6203 8.3796 7.8002 1641.95 2.60 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.3611 0.83 -0.6292 8.3747 7.7886 1641.95 2.60 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.14 0.81 3.4393 10.3917 9.5345 12908.90 1.86 100.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.5345 0.80 -1.5759 2980.74 1.98 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.5344 0.80 -1.576 2980.74 1.98 5000.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.13 0.80 -2.261 6.5152 6.9554 797.63 2.55 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.12 0.80 -1.0629 1134.96 2.31 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.22 0.79 -1.1605 1134.96 2.31 5000.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.62 0.78 3.1346 10.2929 9.4713 12908.90 1.86 100.0 INVEST
HDFC Balanced Advantage Fund (IDCW) 36.6290 0.78 -0.3039 13.6198 14.8583 104016.21 1.29 100.0 INVEST
HDFC Balanced Advantage Fund (G) 524.5220 0.78 0.3294 13.8677 15.2138 104016.21 1.29 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.62 0.77 3.0956 10.2836 9.4710 12908.90 1.86 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.0780 0.74 3.9958 9.4078 8.4707 2196.29 2.40 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 25.2450 0.74 3.9916 9.4052 8.0394 2196.29 2.40 1000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 18.22 0.72 5.4761 11.9058 11.0235 70569.60 1.57 500.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.6690 0.71 1.9318 11.0582 2155.59 2.30 500.0 INVEST
AXIS Balanced Advantage Fund (G) 21.54 0.70 2.1822 11.9799 10.0241 3749.83 2.14 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.97 0.70 2.2339 12.0035 10.0341 3749.83 2.14 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 26.0979 0.68 4.2723 9.2212 10.2884 156.03 2.62 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.2082 0.68 4.2728 9.2209 10.2877 156.03 2.62 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.34 0.68 -2.4528 198.56 3.58 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.34 0.68 -2.4528 198.56 3.58 5000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.5192 0.67 0.3865 10.4398 2769.68 2.11 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.5034 0.67 0.3899 10.4423 2769.68 2.11 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 78.05 0.67 5.4587 11.8957 11.0234 70569.60 1.57 500.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.59 0.67 5.4478 12.0301 11.0137 70569.60 1.57 500.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.6270 0.67 3.0724 10.1958 2081.61 2.26 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.4770 0.66 3.0343 10.1846 2081.61 2.26 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.60 0.65 -2.5746 9.1407 8.2299 1016.77 2.39 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.39 0.64 -2.6084 9.1007 8.2167 1016.77 2.39 1000.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 183.6614 0.62 3.6225 11.0882 9.6079 9573.76 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 183.6614 0.62 3.6225 11.0882 9.6079 9573.76 1.99 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.9478 0.62 2.9297 10.2040 9.0813 9573.76 1.99 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9842 0.61 46.61 2.90 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9854 0.61 46.61 2.90 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.5807 0.60 -2.3959 5.7652 6.0195 50.07 2.57 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.6035 0.60 -2.3892 5.8106 6.0474 50.07 2.57 5000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.3507 0.58 0.432 9.5178 7.9971 1492.28 2.52 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.8654 0.58 1.0859 9.5028 7.9885 1492.28 2.52 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.1940 0.56 4.1921 10.5209 8.0818 3664.90 2.38 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.8660 0.56 4.5642 10.7932 8.3259 3664.90 2.38 100.0 INVEST
UTI-Unit Linked Insurance Plan 42.5845 0.42 0.7896 7.7881 6.7870 4924.35 1.58 15000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.59 0.22 -0.9475 8.8411 3392.12 2.56 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.59 0.22 -0.9475 8.8411 3392.12 2.56 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.4977 0.17 -6.2349 3.3233 4.2006 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.4713 0.17 -6.2372 1.2289 3.1453 735.74 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.8805 0.17 -7.5462 5.7520 5.7041 735.74 2.39 500.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.0986 0.14 -2.3186 2691.13 0.76 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.7746 0.14 3.8553 2691.13 0.76 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.0304 0.04 7.379 1242.98 1.98 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 11.0304 0.04 7.379 1242.98 1.98 5000.0 INVEST