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Home > Mutual Funds > Compare > Union Balanced Advantage Fund

Compare Mutual Funds

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

​
Hybrid
Dynamic Asset Allocation
3.0
Invest now
​

Select a Mutual Fund

Fund Details

Risk
Very High
-
Rating
3.0
-
Min SIP Amount
₹500
-
Expense Ratio
2.12
-
NAV
₹19.06
-
Fund Started
07 Dec 2017
-
Fund Size
₹1430.59 Cr
-
Exit Load
Exit load of 1%, if redeemed within 15 days.
-

Risk

Very High
-

Rating

3.0
-

Min SIP Amount

₹500
-

Expense Ratio

2.12
-

NAV

₹19.06
-

Fund Started

07 Dec 2017
-

Fund Size

₹1430.59 Cr
-

Exit Load

Exit load of 1%, if redeemed within 15 days.
-

Returns

1 Year
5.76%
-
3 Year
7.77%
-
5 Year
10.89%
-

1 Year

5.76%
-

3 Year

7.77%
-

5 Year

10.89%
-

Holding Analysis

Equity
51.65%
-
Cash
25.21%
-

Equity

51.65%
-

Cash

25.21%
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
4.63%
Reliance Industries Ltd.
4.19%
ICICI Bank Ltd.
3.36%
Infosys Ltd.
2.82%
Bharti Airtel Ltd.
2.68%
Larsen & Toubro Ltd.
1.92%
Tata Consultancy Services Ltd.
1.83%
United Spirits Ltd.
1.44%
Bharat Electronics Ltd.
1.43%
Jindal Steel & Power Ltd.
1.41%
-

Top 10 Holdings

Name
Assets
HDFC Bank Ltd.
4.63%
Reliance Industries Ltd.
4.19%
ICICI Bank Ltd.
3.36%
Infosys Ltd.
2.82%
Bharti Airtel Ltd.
2.68%
Larsen & Toubro Ltd.
1.92%
Tata Consultancy Services Ltd.
1.83%
United Spirits Ltd.
1.44%
Bharat Electronics Ltd.
1.43%
Jindal Steel & Power Ltd.
1.41%
-

Fund Manager

Name
Hardick Bora
-
Start Date
25 Jan 2023
-

Name

Hardick Bora
-

Start Date

25 Jan 2023
-

About Fund

Description
The scheme seeks to achieve long term capital appreciation and generate income through an equity portfolio by using long equities, equity derivatives and arbitrage opportunities available.
-
Launch Date
07 Dec 2017
-

Description

The scheme seeks to achieve long term capital appreciation and generate income through an equity portfolio by using long equities, equity derivatives and arbitrage opportunities available.
-

Launch Date

07 Dec 2017
-