Union Balanced Advantage Fund Direct Growth - Regular - Latest NAV [ ₹15.4 ], Returns, Performance, Portfolio & Returns 2021

Union Balanced Advantage Fund Direct Growth

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Min amount: ₹2,000

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years14.46%
1 Year23.99%
6 Months8.3%
Fund Details
RiskModerate Risk
Fund TypeDynamic Asset Allocation
Exit Load1% for 15 Days

More about this fundstar

Top HoldingsWeightage
Cash Offset For Derivatives35.84%
5.22% GOI 20255.66%
HDFC Bank Ltd4.24%
ICICI Bank Ltd3.57%
Infosys Ltd3.27%
Net Receivable / Payable3.25%
Reliance Industries Ltd3.14%
5.63% Govt Stock 20263.02%
Housing Development Finance Corp Ltd3.01%

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Frequently Asked Questions

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Min amount: ₹2,000

Moderate Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns