Union Balanced Advantage Fund Regular Growth
3Y Annualised
10.56%
0.20% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.44%
0.20% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 11 months
5 years 3 months
9 years 7 months
Fund info
Fund size
₹1395.31 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
4th
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Reinvestment of Income Dis cum cptl wdrl
5th
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Payout of Income Dis cum cptl wdrl
77th
Union Balanced Advantage Fund Regular Growth
Fund Managers
About Union Balanced Advantage Fund Regular Growth
Union Balanced Advantage Fund Regular Growth is a Allocation mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 7 years, having been launched on 2018-01-04. Union Balanced Advantage Fund Regular Growth has ₹1395.31 Cr worth of assets under management (AUM) as of Wed Jul 30 2025. The latest Net Asset Value (NAV) of Union Balanced Advantage Fund Regular Growth as of Wed Jul 30 2025 is ₹20.22. The fund has an expense ratio of 2.15%, which is medium comparable to most other Allocation funds.
Union Balanced Advantage Fund Regular Growth returns for the last 1 year are 2.22%. Since launch, it has delivered 9.75% average annual returns.
The Union Balanced Advantage Fund Regular Growth has the majority of its money invested in Financial Services, Energy, null, Communication Services, Technology, Industrials sectors.
Top 5 Holdings of Union Balanced Advantage Fund Regular Growth.
- HDFC Bank Ltd: 5.31%
- Reliance Industries Ltd: 4.22%
- India (Republic of): 3.58%
- ICICI Bank Ltd: 3.54%
- Bharti Airtel Ltd: 3.37%
AMC Information
Name | Union Asset Management Co. Pvt. Ltd. |
---|---|
Founding Date | 2018-01-04 |
investorcare@unionmf.com | |
Phone | +91 022 67483333 |
Website | www.unionmf.com/ |
Address | Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West) |
Tax Implications of Union Balanced Advantage Fund Regular Growth
Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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