Union Balanced Advantage Fund - Direct Plan - IDCW Option

hybrid

RETURNS (5 YEARS) -
RETURNS (5 YEARS) -
NAV ₹14.84
Sub-Type Dynamic Hybrid
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-3.13%
3M
-3.51%
6M
-4.69%
1Y
2.98%
3Y
11.62%
5Y
-

Fund Essentials

  • 04 Jan 2018

    Fund Started

  • ₹1831.85 Cr

    AUM Fund Size

  • 0.64%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Low to Moderate

    Fund Risk

  • 1.0% if redeemed within 0-15 days

    0% if redeemed after 15 days

    Exit Load

Top 10 Holdings

  • 5.03%
  • 4.91%
  • 4.03%
  • 4.01%
  • 3.98%
  • 3.24%
  • 2.58%
  • 2.38%
  • 2.34%
  • 2.08%
  • Parijat Agrawal

    Manager

  • Vinay Paharia

    Manager

  • Hardick Bora

    Manager

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