Union Balanced Advantage Fund (IDCW)

Union Balanced Advantage Fund (IDCW)

ModerateEquityHybrid

Scheme Details

-%

Expense Ratio

₹1,462 cr

Fund Size

₹1,000

Minimum Lumpsum

₹5,000

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

14.87%

8.37%

11.48%

9.95%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Union Balanced Advantage Fund (IDCW)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

Sundaram Emerging Small Cap Series V - Dir (G)

Holdings

Holdings

Sector Wise

TREPS

9.56%

GSEC2026

6.18%

GSEC2025

5.89%

Reliance Industr

4.55%

ICICI Bank

3.89%

Fund Manager

P

Parijat Agrawal

V

Vinay Paharia

H

Hardick Bora