Union Balanced Advantage Fund Direct Growth is a hybrid fund. This fund was started on 4 January, 2018. The fund is managed by Sanjay Bembalkar, Hardick Bora. This fund gives you the benefit of diversification.
Expense ratio | 1.19% |
Benchmark | null |
AUM | ₹1609 Cr |
Inception Date | 4 January, 2018 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 134.91% |
Size breakup
Union Balanced Advantage Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.5% | 1.5% |
6 Month Returns | 13.99% | 13.99% |
1 Year Returns | 20.59% | 20.59% |
3 Years Returns | 37.55% | 11.21% |
5 Years Returns | 82.46% | 12.78% |
AAA | 100 |