Union Balanced Advantage Fund does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.46% | 1.03% |
| 2 Year Return | 21.77% | 10.99% |
| 3 Year Return | 33.82% | 29.11% |
| 4 Year Return | 60.48% | 41.83% |
| 5 Year Return | 89.29% | 51.19% |
| 6 Year Return | N/A | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 1.86% | - |
AMC: UNION
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 07 Dec 2017
Fund Manager: Mr. Sanjay Bembalkar
Minimum Purchase: ₹1,000
Exit Load: 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Lock-in: 0
Risk: Moderate Risk
Union Balanced Advantage Fund is managed by UNION and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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