Union Balanced Advantage Fund-Reg(G)
Union Balanced Advantage Fund-Reg(G)
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NAV: 10-Nov-2025
₹20.6
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Min. SIP amount
₹1,000.00
Return Calculator
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Investment Amount
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Expected return rate (p.a)
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Investment Period
Yr -
Invested amount
₹0
Estimated Returns
₹0
Expected Future Value
₹0
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Lumpsum Investment Amount
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Lumpsum Expected return rate (p.a)
% -
Lumpsum Investment Period
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Invested amount
₹0
Estimated Returns
₹0
Expected Future Value
₹0
Minimum Investment Amounts
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Min. for 1st investment
₹1,000.00
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Min. for 2nd investment
₹1,000.00
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Min. for SIP
₹1,000.00
Returns
| 1Y | 3Y | 5Y | |
|---|---|---|---|
| Fund returns | 5.80 % | 0.00 % | 0.00 % |
| 1Y | 3Y | 5Y | |
|---|---|---|---|
| Fund returns | 5.80 % | 0.00 % | 0.00 % |
Expense ratio, exit load and tax
Expense ratio: 2.11% (Inclusive of GST)
Exit load: 1 %
Stamp duty: 0.0005%
Exit load Remark: 1% on or before 15D, Nil after 15D
Tax implication: NA
Fund house
Union Balanced Advantage Fund-Reg(G)
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Date of Incorporation
29-Dec-17
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Total AUM
₹1,554Cr
Union Balanced Advantage Fund-Reg(G) is a Mutual Fund Scheme Launched by Union Asset Management Company Pvt. Ltd. . This scheme was launched on 29-Dec-17 . This fund is currently managed by Hardick Bora and Sanjay Bembalkar . The fund currently has an Asset Under Management (AUM) of 1,554 Cr. Union Balanced Advantage Fund-Reg(G) is rated as Moderate Risk. Minimum SIP investment in this fund is Rs. 1,000.00 .
Union Balanced Advantage Fund-Reg(G)
Monthly investment
Lumpsum investment
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