Union Balanced Advantage Fund (IDCW)

Union Balanced Advantage Fund (IDCW)

ModerateEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹1,609 cr

Fund Size

₹1,000

Minimum Lumpsum

₹5,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
18.99%
9.68%
11.56%
10.04%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Union Balanced Advantage Fund (IDCW)
18.99%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
96.39%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
SBI PSU Fund - Direct (G)
95.54%
I
ICICI Pru BHARAT 22 FOF - Direct (G)
69.3%

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