Union Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 19.02 | 9.93 | 11.7 | N/A |
Average Rolling Returns(%) | 11.58 | 12.15 | 10.45 | N/A |
The Current NAV of Union Balanced Advantage Fund - Regular Plan - Growth is ₹18.40.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Union Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 2.10%
The process for redemption is
The AUM of Union Balanced Advantage Fund - Regular Plan - Growth is currently ₹1,602 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 28% of fund’s portfolio respectively.
Top three sectors of Union Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 51% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Union Balanced Advantage Fund - Regular Plan - Growth Fund is Hybrid - Balanced Advantage.
Hardick Bora and Sanjay Bembalkar manage the Union Balanced Advantage Fund - Regular Plan - Growth Fund.
Union Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 40.84 and PB ratio is 6.60
The asset allocation of Union Balanced Advantage Fund - Regular Plan - Growth is Stocks : 69.98%, Debt : 30.02% and Gold : 0%
The minimum SIP amount for Union Balanced Advantage Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Union Balanced Advantage Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days