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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.3930 0.51 0.5294 1228.80 7.07 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.3930 0.51 0.5294 1228.80 7.07 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.01 0.50 -1.0851 1165.34 2.19 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.3614 0.45 -1.7439 3029.72 2.74 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.3615 0.45 -1.7439 3029.72 2.74 5000.0 INVEST
Invesco India Balanced Advantage Fund (G) 52.15 0.44 -2.3225 9.2168 8.2219 1024.28 2.78 1000.0 INVEST
Nippon India Balanced Advantage Fund (G) 180.1096 0.44 3.0247 10.7123 9.3140 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 180.1096 0.44 3.0247 10.7123 9.3140 9620.30 2.01 100.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 31.33 0.44 2.3352 9.8311 8.7888 9620.30 2.01 100.0 INVEST
UTI-Unit Linked Insurance Plan 41.6225 0.43 -0.8176 6.9473 6.4563 4923.13 1.56 15000.0 INVEST
Sundaram Balanced Advantage Fund (G) 34.8190 0.41 -0.362 8.5454 7.6813 1658.39 2.31 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 14.32 0.41 -0.3675 8.5415 7.6840 1658.39 2.31 100.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 17.38 0.40 -2.3466 9.1909 8.2086 1024.28 2.78 1000.0 INVEST
PGIM India Balanced Advantage Fund (G) 14.92 0.40 -2.5474 6.5907 6.8752 829.61 2.35 5000.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 16.4321 0.40 -2.0435 6.0346 5.7702 51.81 2.43 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 16.4095 0.40 -2.0504 5.9888 5.7423 51.81 2.43 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.11 0.40 -1.0763 1165.34 2.19 5000.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 12.78 0.39 1.7801 11.8718 9.9530 3763.98 1.93 100.0 INVEST
AXIS Balanced Advantage Fund (G) 21.23 0.38 1.7737 11.8548 9.9536 3763.98 1.93 100.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 10.62 0.38 0.1052 7.4926 7.4383 829.61 2.35 5000.0 INVEST
SBI Balanced Advantage Fund (G) 15.8169 0.36 3.1203 11.0089 40732.17 1.53 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.8170 0.36 3.1196 11.0088 40732.17 1.53 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.29 0.36 2.3928 304.82 2.40 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.36 0.35 2.4346 304.82 2.40 5000.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.8962 0.33 4.5986 9.7096 10.1114 152.71 2.48 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 18.0674 0.33 4.5986 9.7093 10.1107 152.71 2.48 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 110.10 0.33 3.9366 11.3395 9.5969 9182.39 1.76 100.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 18.2779 0.32 0.0878 9.4949 7.9053 1505.78 2.13 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.4017 0.32 0.7402 9.4795 7.8975 1505.78 2.13 5000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.31 0.31 4.6181 11.7793 10.6816 70551.44 1.39 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 76.84 0.31 4.5869 11.6292 10.6866 70551.44 1.39 500.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.05 0.31 3.9353 11.3343 9.5959 9182.39 1.76 100.0 INVEST
Tata Balanced Advantage Fund (G) 20.8669 0.31 2.5018 8.9990 8.8624 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.0195 0.31 2.4988 8.9980 8.8617 9128.04 1.79 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.0195 0.31 -1.6608 7.5031 7.9635 9128.04 1.79 5000.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.37 0.30 -1.1826 8.5605 3435.23 2.09 500.0 INVEST
NJ Balanced Advantage Fund (G) 13.37 0.30 -1.1826 8.5605 3435.23 2.09 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 20.88 0.29 3.3395 10.4290 9.3717 12906.31 2.08 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.93 0.28 4.5743 11.6313 10.6805 70551.44 1.39 500.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.2556 0.27 -0.5435 10.2564 2788.55 2.14 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.2583 0.27 -0.54 10.2592 2788.55 2.14 5000.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.7410 0.26 1.1805 9.4734 8.6607 17183.82 1.73 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.7410 0.26 1.1805 9.4734 8.6607 17183.82 1.73 100.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (G) 9.9563 0.26 45.02 3.04 5000.0 INVEST
The Wealth Company Balanced Advantage Fund-Reg (IDCW) 9.9550 0.25 45.02 3.04 5000.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 10.7614 0.25 -5.0253 7.0399 5.6859 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 18.2951 0.25 -3.6791 4.5812 4.1825 734.38 2.39 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 12.3347 0.25 -3.6816 2.4611 3.1273 734.38 2.39 500.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.3110 0.25 1.1736 10.52 2152.37 2.51 500.0 INVEST
Edelweiss Balanced Advantage Fund (G) 51.97 0.25 3.0129 10.3172 9.3039 12906.31 2.08 100.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.0610 0.25 3.4906 10.2235 7.8295 3661.26 1.93 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.4440 0.25 3.8633 10.4941 8.1620 3661.26 1.93 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 20.54 0.24 3.0462 10.3194 9.3019 12906.31 2.08 100.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 13.8540 0.24 3.2132 9.2517 8.2923 2208.75 2.66 1000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.8440 0.24 3.2156 9.2533 7.8580 2208.75 2.66 1000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.6965 0.23 3.7144 2709.31 0.61 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.1382 0.23 -1.4139 2709.31 0.61 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.0733 0.23 4.666 12.5085 11.2625 4755.77 1.90 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 25.4502 0.23 4.6532 12.5021 11.2567 4755.77 1.90 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.5418 0.22 1.0486 10.9584 887.0 3.36 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 11.5162 0.22 1.0481 10.7053 887.0 3.36 1000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 13.3050 0.22 2.9673 10.3365 2067.51 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.44 0.22 2.9957 10.3469 2067.51 2.06 5000.0 INVEST
Union Balanced Advantage Fund (IDCW) 18.81 0.21 0.6643 7.9508 7.0280 1241.37 2.15 1000.0 INVEST
Union Balanced Advantage Fund (G) 20.15 0.20 0.6494 7.9454 7.0249 1241.37 2.15 1000.0 INVEST
ITI Balanced Advantage Fund (G) 14.1882 0.16 -1.8254 8.7396 6.8135 351.17 3.21 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 11.8780 0.16 -1.8261 8.4630 6.6504 351.17 3.21 5000.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.2589 0.08 -4.5243 6.5981 681.03 2.34 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 11.5029 0.08 -4.5284 6.5958 681.03 2.34 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.9572 0.06 7.2039 1180.70 2.02 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.21 -0.10 -2.3901 198.99 2.48 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.21 -0.10 -2.3901 198.99 2.48 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.4014 -0.15 -0.9709 16.9230 901.32 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.4029 -0.15 -0.9708 16.9288 901.32 2.50 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.4029 -0.15 -0.9708 16.9288 901.32 2.50 5000.0 INVEST