Union Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 10.53%
RETURNS (5 YEARS) 10.53%
NAV ₹22.29
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.49%
3M
3.12%
6M
4.52%
1Y
5.85%
3Y
11.49%
5Y
10.53%

Fund Essentials

  • 04 Jan 2018

    Fund Started

  • ₹1373.97 Cr

    AUM Fund Size

  • 0.99%

    Expense Ratio

  • ₹1000

    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

  • 5.46%
  • 3.9%
  • 3.5%
  • 3.35%
  • 2.21%
  • 2.19%
  • 2.19%
  • 2.01%
  • 1.86%
  • 1.86%
  • Parijat Agrawal

    Manager

  • Sanjay Bembalkar

    Manager

  • Gaurav Chopra

    Manager

  • Vishal Thakker

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderately High