Union Balanced Advantage Fund-Reg(G)
View the direct plan of this scheme
Rs 19.91 -0.02(-0.1 %) NAV as on 30 May 2025
Prime Rating:
1.5
Prime Recommendation:
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Fund type:
Hybrid
AUM (in crores):
₹ 1,377.8
Fund category:
Balanced Advantage
Fund manager(s):
Sanjay Bembalkar, Gaurav Chopra, Parijat Agrawal
Benchmark:
NIFTY 50 Hybrid Composite Debt 50:50 Index
Minimum investment:
₹
1000
Launch date:
29 Dec 2017
Min. additional investment:
₹ 1000
Expense ratio:
2.15 %
Exit load:
1% on or before 15D, Nil after 15D
Scheme 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.
Performance (As on 30 May 2025)
Performance data is not available for this scheme.