Compare Mutual Funds
Union Balanced Advantage Fund
Select a Mutual Fund
Risk
Very High
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Rating
2.0
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Min SIP Amount
₹500
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Expense Ratio
2.56
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NAV
₹22.10
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Fund Started
07 Dec 2017
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Fund Size
₹1236.69 Cr
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Exit Load
Exit load of 1%, if redeemed within 15 days.
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1 Year
-0.10%
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3 Year
7.31%
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5 Year
7.02%
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Equity
65.38%
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Cash
11.98%
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Top 10 Holdings
ICICI Bank Ltd. | 3.80% |
HDFC Bank Ltd. | 3.79% |
Reliance Industries Ltd. | 3.77% |
Bharti Airtel Ltd. | 2.70% |
State Bank of India | 2.45% |
Bajaj Finance Ltd. | 2.22% |
Larsen & Toubro Ltd. | 1.58% |
Gabriel India Ltd. | 1.55% |
Eternal Ltd. | 1.45% |
Axis Bank Ltd. | 1.44% |
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Name
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Start Date
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Description
The scheme seeks to achieve long term capital appreciation and generate income through an equity portfolio by using long equities, equity derivatives and arbitrage opportunities available.
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Launch Date
07 Dec 2017
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