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Union Balanced Advantage Fund - Direct Plan - Growth Option
Side-by-side metrics
Metric#142038
SchemeUnion Balanced Advantage Fund - Direct Plan - Growth Option
HouseUnion Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹22.58
1M return-0.40%
3M return5.22%
6M return3.53%
1Y return3.67%
3Y CAGR9.16%
5Y CAGR8.08%
Inception CAGR9.82%
σ 1Y (annualized)9.08%
σ 3Y (annualized)8.45%
Max drawdown (all)-23.78%
Sharpe 1Y (rf=6%)-0.25
Sharpe 3Y (rf=6%)0.35