Union Balanced Advantage Fund Direct Plan - Growth
Hybrid | Dynamic Asset Allocation
3Y Returns
11.03%
Min SIP
₹1000
Min Lumpsum
₹1000
Expense Ratio
1.06%
Fund Size
₹1644 Cr
Inception Date
29-Dec-17
Fund Manager
Hardick Bora
Exit Load
1% on or before 15D, Nil after 15D.
Overall Fund Zi Tag
Asset Allocation
Equity
66.22%
Debt & Others
33.78%
Market Cap Allocation
Large Cap
56.46%
Mid Cap
5.47%
Small Cap
4.29%
Other Cap
33.78%
Investment Objective
To Achieve Long Term Capital Appreciation And Generate Income Through An Equity Portfolio By Using Long Equities, Equity Derivatives And Arbitrage Opportunities Available. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Achieved.
Fund House Detail
AMC Name
Union Asset Management Company Pvt. Ltd.
Scheme Document
http://unionmf.com/downloads/schemeinformationdoc.aspxAddress
Unit 503, 5 Floor, Leela Business Park,Andheri Kurla Road, Andheri (East)Mumbai - 400059
Union Balanced Advantage Fund Direct Plan - Growth
1Y
19.88%
3Y
11.21%
5Y
12.95%
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
41.37%
3Y
24.97%
5Y
19.75%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
27.6%
3Y
19.46%
5Y
13.39%
Hdfc Asset Allocator Fof Direct Growth
1Y
26.53%
3Y
17.16%
5Y
NA
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
25.23%
3Y
16.45%
5Y
15.49%
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
28.15%
3Y
15.88%
5Y
17.17%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
32.5%
3Y
15.75%
5Y
16.39%
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
25.74%
3Y
15.74%
5Y
10.55%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
26.9%
3Y
15.06%
5Y
16.34%
Shriram Balanced Advantage Fund Direct - Growth
1Y
31.26%
3Y
14.84%
5Y
NA
Tata Balanced Advantage Fund Direct Plan Growth
1Y
23.12%
3Y
14.6%
5Y
14.77%
Axis Balanced Advantage Fund Direct Plan Growth
1Y
26.42%
3Y
14.42%
5Y
12.17%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
25.34%
3Y
14.25%
5Y
13.38%
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
27.62%
3Y
14.01%
5Y
12.56%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
21.73%
3Y
13.77%
5Y
13.56%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
26.79%
3Y
13.46%
5Y
NA
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
21.98%
3Y
12.96%
5Y
13.45%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
20.12%
3Y
12.66%
5Y
13.22%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
28.37%
3Y
11.87%
5Y
11.14%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
17.15%
3Y
11.7%
5Y
NA
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
20.15%
3Y
11.44%
5Y
12.17%
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
20.1%
3Y
10.48%
5Y
11.54%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
3.55%
5Y
6.46%
Samco Dynamic Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Whiteoak Capital Balanced Advantage Fund - Direct Plan Growth
1Y
23.57%
3Y
NA
5Y
NA
360 One Balanced Hybrid Fund - Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth
1Y
31.17%
3Y
NA
5Y
NA
Lic Mf Balanced Advantage Fund Direct Plan-Growth
1Y
16.13%
3Y
NA
5Y
NA
Quant Dynamic Asset Allocation Fund - Direct Plan Growth
1Y
61.86%
3Y
NA
5Y
NA
Woc Balanced Hybrid Fund - Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
BUILD WEALTH WITH CONFIDENCE
Kanchenjunga Building, #603, 6th Floor, Connaught Place, 18 Barakhamba Road, New Delhi – 110001
011-42542796
[email protected]
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.