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Union Balanced Advantage Dir Fund

hybrid

RETURNS (5 YEARS) 8.85%
RETURNS (5 YEARS) 8.85%
NAV ₹21.82
Sub-Type dynamic asset allocation
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-2.28%
3M
-2.81%
6M
0.23%
1Y
8.83%
3Y
10.73%
5Y
8.85%

Fund Essentials

  • 04 Jan 2018

    Fund Started

  • ₹1301.37 Cr

    AUM Fund Size

  • 1.04%

    Expense Ratio

  • ₹500.0

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 1.0% if redeemed within 0-15 days

    0% if redeemed after 15 days

    Exit Load

Top 10 Holdings

  • 5.42%
  • 3.87%
  • 3.56%
  • 3.54%
  • 2.44%
  • 2.27%
  • 2.27%
  • 2.23%
  • 1.94%
  • 1.94%

  • Parijat Agrawal

    Manager

  • Sanjay Bembalkar

    Manager

  • Gaurav Chopra

    Manager

  • Vishal Thakker

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹500.0
Invest
Invest
Risk-o-meter
Moderately High

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