Compare Union Balanced Advantage Fund Direct Growth

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Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Union Balanced Advantage Fund Direct GrowthHybrid
Dynamic Asset Allocation
2.0
Add a fund
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Union Balanced Advantage Fund Direct Growth

(2.9%)

1Y

3Y

5Y

Fund Details

Risk
Very High
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Min SIP Amount
?500
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Expense Ratio
1.40%
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NAV
?22.1 (18-Jun-2026)
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Fund Started
29-Dec-2017
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Fund Size
?1,218Cr
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Exit Load
Exit load of 1%, if redeemed within 15 days.
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Returns

1Y
2.9%
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3Y
9.4%
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5Y
8.5%
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Pros & Cons

Pros
1.Lower expense ratio: 1.4%2.Average credit rating of the fund's holdings: AAA 
This fund has holdings of the highest quality
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Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2.Low rating: 2
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Holding Analysis

Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings

Top 10 Holdings
Name
Assets
Cash Margin
10.3%
Repo
4.9%
HDFC Bank Ltd
4.0%
Reliance Industries Ltd
3.9%
ICICI Bank Ltd
3.5%
Bharti Airtel Ltd
3.5%
Patanjali Foods Ltd
2.6%
State Bank of India
2.3%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24H 7.62 BD 10MY29 FVRS1LAC
2.0%
Bajaj Finance Ltd
2.0%
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Fund Manager

Name
Vishal Thakker
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Education
Mr.Thakker has done B.Com & M.B.A
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Experience
Prior joining to Union Mutual Fund he has worked with Elara Capital and Emkay Shares & Stock Broking.
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About Fund

Description
Union KBC Mutual Fund started their mutual fund on 23/03/2011 and its managing total assets of ?3,811 Cr. Its ranked at 30 as per total assets at end of 30th Sep 2017.
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Launch Date
30 Dec 2009
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Custodian
SBI SG Global Securities Services Pvt.Ltd.
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Registrar & Transfer Agent
Cams
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Home>Mutual Funds>Compare Union Balanced Advantage Fund Direct Growth

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