Union Balanced Advantage Fund - Direct (IDCW)

Union Balanced Advantage Fund - Direct (IDCW)

ModerateEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹1,462 cr

Fund Size

₹1,000

Minimum Lumpsum

₹1,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
16.87%
10.19%
12.9%
11.12%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Union Balanced Advantage Fund - Direct (IDCW)
16.87%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
54.05%

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