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PEER COMPARISION

Fund Name NAV () CGH (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp Ratio (%) Min. Invest () Action
SBI Balanced Advantage Fund (G) 15.9753 0.13 8.0653 13.9826 39337.41 1.55 5000.0 INVEST
SBI Balanced Advantage Fund (IDCW) 15.9755 0.13 8.0645 13.9828 39337.41 1.55 5000.0 INVEST
Unifi Dynamic Asset Allocation Fund - Regular (G) 10.5738 0.01 995.36 1.52 5000.0 INVEST
DSP Dynamic Asset Allocation Fund (IDCW-M) 14.4530 -0.01 6.2148 12.0551 9.0605 3689.72 1.89 100.0 INVEST
DSP Dynamic Asset Allocation Fund (G) 28.3660 -0.01 6.989 12.3299 9.3968 3689.72 1.89 100.0 INVEST
ITI Balanced Advantage Fund (G) 14.6534 -0.02 1.4153 11.0658 10.2459 399.17 2.37 5000.0 INVEST
ITI Balanced Advantage Fund (IDCW) 12.4950 -0.02 1.4094 10.7829 10.0773 399.17 2.37 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) 11.4196 -0.03 4.9441 2704.76 0.63 5000.0 INVEST
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI 10.3089 -0.03 1.924 2704.76 0.63 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (IDCW) 14.4150 -0.03 6.0784 12.0485 2003.13 2.06 5000.0 INVEST
Mirae Asset Balanced Advantage Fund (G) 14.4190 -0.03 6.0845 12.0516 2003.13 2.06 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (G) 12.9777 -0.03 6.2849 3190.94 1.89 5000.0 INVEST
UTI-Balanced Advantage Fund - Regular (IDCW) 12.9778 -0.03 6.2848 3190.94 1.89 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (IDCW) 26.79 -0.04 8.1308 12.6967 11.4098 8799.67 1.77 100.0 INVEST
Bank of India Balanced Advantage Fund (G) 25.6420 -0.05 4.5887 10.3238 10.9664 145.05 2.30 5000.0 INVEST
Bank of India Balanced Advantage Fund (IDCW) 17.89 -0.05 4.5882 10.3236 10.9656 145.05 2.30 5000.0 INVEST
Aditya Birla SL Balanced Advantage Fund (G) 109.31 -0.05 8.1207 12.6970 11.4014 8799.67 1.77 100.0 INVEST
AXIS Balanced Advantage Fund (IDCW) 13.92 -0.07 4.3672 14.0463 11.7114 3810.49 1.91 100.0 INVEST
AXIS Balanced Advantage Fund (G) 21.49 -0.09 4.3204 14.0397 11.6975 3810.49 1.91 100.0 INVEST
Shriram Balanced Advantage Fund (IDCW) 17.1379 -0.10 -2.3949 8.3417 7.9116 58.0 2.42 5000.0 INVEST
Shriram Balanced Advantage Fund (G) 17.1154 -0.10 -2.3952 8.2967 7.8837 58.0 2.42 5000.0 INVEST
Bandhan Balanced Advantage Fund (G) 24.7360 -0.11 3.1053 10.9770 9.4485 2323.73 2.01 1000.0 INVEST
Bandhan Balanced Advantage Fund (IDCW) 14.9180 -0.11 3.0968 10.9709 9.8776 2323.73 2.01 1000.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (IDCW) 11.6530 -0.12 5.4952 1346.96 2.05 500.0 INVEST
Bajaj Finserv Balanced Advantage Fund - Reg (G) 11.6530 -0.12 5.4952 1346.96 2.05 500.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-M) 21.66 -0.14 4.0708 12.1441 11.7569 13411.40 1.69 100.0 INVEST
Edelweiss Balanced Advantage Fund (IDCW-Q) 21.56 -0.14 4.1254 12.1697 11.7638 13411.40 1.69 100.0 INVEST
Union Balanced Advantage Fund (IDCW) 20.03 -0.15 3.5744 10.0740 8.6263 1370.71 2.15 1000.0 INVEST
Invesco India Balanced Advantage Fund (IDCW) 19.08 -0.16 0.6495 12.3161 11.0716 1121.27 2.08 1000.0 INVEST
Kotak Balanced Advantage Fund - Regular (G) 20.8530 -0.17 3.2531 11.5280 10.5520 17959.16 1.65 100.0 INVEST
Kotak Balanced Advantage Fund - Regular (IDCW) 20.8530 -0.17 3.2531 11.5280 10.5520 17959.16 1.65 100.0 INVEST
Edelweiss Balanced Advantage Fund (G) 52.03 -0.17 4.0808 12.1455 11.7612 13411.40 1.69 100.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW-M) 22.81 -0.18 10.2602 13.5146 12.8031 69867.93 1.44 500.0 INVEST
ICICI Pru Balanced Advantage Fund (G) 77.10 -0.18 10.2216 13.3648 12.8102 69867.93 1.44 500.0 INVEST
WhiteOak Capital Balanced Advantage Fund - Reg (G) 14.5910 -0.19 5.0241 2093.36 2.02 500.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (G) 10.40 -0.19 1.7613 1371.48 2.11 5000.0 INVEST
Canara Robeco Balanced Advantage Fund - Reg (IDCW) 10.29 -0.19 1.682 1371.48 2.11 5000.0 INVEST
Union Balanced Advantage Fund (G) 20.53 -0.19 3.53 10.0583 8.6170 1370.71 2.15 1000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (G) 10.23 -0.20 -9.1474 284.08 2.41 5000.0 INVEST
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.23 -0.20 -9.1474 284.08 2.41 5000.0 INVEST
Nippon India Balanced Advantage Fund (IDCW) 32.6660 -0.20 3.3773 11.0476 11.1307 9748.77 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (G) 180.0894 -0.20 4.7139 11.9426 11.6679 9748.77 1.74 100.0 INVEST
Nippon India Balanced Advantage Fund (Bonus) 180.0894 -0.20 4.7139 11.9426 11.6679 9748.77 1.74 100.0 INVEST
Invesco India Balanced Advantage Fund (G) 54.47 -0.20 0.6095 12.3202 11.0656 1121.27 2.08 1000.0 INVEST
Franklin India Balanced Advantage Fund (G) 14.5111 -0.20 2.947 12.1817 2876.82 1.93 5000.0 INVEST
Franklin India Balanced Advantage Fund (IDCW) 13.4959 -0.20 2.9504 12.1843 2876.82 1.93 5000.0 INVEST
UTI-Unit Linked Insurance Plan 42.1331 -0.22 3.0144 9.0440 8.1190 5300.39 1.64 15000.0 INVEST
ICICI Pru Balanced Advantage Fund (IDCW) 17.99 -0.22 10.1676 13.3591 12.8092 69867.93 1.44 500.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (G) 24.9193 -0.24 4.0589 13.6475 12.2229 4696.84 1.88 5000.0 INVEST
Baroda BNP Paribas Balanced Advantage Fund-Reg (IDCW) 16.5480 -0.24 4.0612 13.6486 12.2247 4696.84 1.88 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) RI 20.8444 -0.24 3.7587 10.5133 11.0119 9857.07 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (IDCW) 20.8444 -0.24 3.7587 10.5133 11.0119 9857.07 1.71 5000.0 INVEST
Tata Balanced Advantage Fund (G) 20.8444 -0.24 3.7587 10.5133 11.0119 9857.07 1.71 5000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (IDCW) 12.2213 -0.24 0.3796 11.7132 934.52 2.19 1000.0 INVEST
Mahindra Manulife Balanced Advantage Fund (G) 14.4587 -0.24 1.0716 11.9682 934.52 2.19 1000.0 INVEST
HSBC Balanced Advantage Fund (IDCW) 19.1392 -0.26 0.3067 11.6220 9.2526 1591.48 2.11 5000.0 INVEST
HSBC Balanced Advantage Fund (G) 43.6827 -0.26 0.2973 11.3663 9.1030 1591.48 2.11 5000.0 INVEST
NJ Balanced Advantage Fund (G) 13.57 -0.29 -0.0736 10.7116 3755.48 1.89 500.0 INVEST
NJ Balanced Advantage Fund (IDCW) 13.57 -0.29 -0.0736 10.7116 3755.48 1.89 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-A) 14.0612 -0.32 -8.3852 6.7237 5.4709 936.52 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (IDCW-Q) 11.9278 -0.32 -8.3429 11.1070 8.0847 936.52 2.26 500.0 INVEST
Motilal Oswal Balance Advantage Fund (G) 19.6105 -0.32 -8.3883 8.5496 6.5482 936.52 2.26 500.0 INVEST
PGIM India Balanced Advantage Fund (G) 15.47 -0.32 3.271 9.8516 948.61 2.20 5000.0 INVEST
PGIM India Balanced Advantage Fund (IDCW) 11.72 -0.34 3.3567 9.8561 948.61 2.20 5000.0 INVEST
Sundaram Balanced Advantage Fund (G) 35.8378 -0.35 3.3439 10.0785 9.6790 1753.56 2.05 100.0 INVEST
Sundaram Balanced Advantage Fund (IDCW-M) 15.4431 -0.35 3.3242 10.0743 9.5622 1753.56 2.05 100.0 INVEST
LIC MF Balanced Advantage Fund (G) 13.6259 -0.41 1.1694 9.1704 756.40 2.31 5000.0 INVEST
LIC MF Balanced Advantage Fund (IDCW) 12.3503 -0.41 1.1686 9.2051 756.40 2.31 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (G) 11.52 -0.43 1.1414 325.75 2.41 5000.0 INVEST
Helios Balanced Advantage Fund - Regular (IDCW) 11.52 -0.43 1.1414 325.75 2.41 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (IDCW) 16.4583 -0.48 -0.0443 1103.57 2.16 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.4567 -0.48 -0.0443 1103.57 2.16 5000.0 INVEST
Quant Dynamic Asset Allocation Fund-Regular (G) 16.4567 -0.48 -0.0443 1103.57 2.16 5000.0 INVEST