Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Union Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.30 L
5Y ago₹1.47 L
hybridDirect
HDFC Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.43 L
5Y ago₹2.03 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Union Balanced Advantage Fund -… | HDFC Balanced Advantage Fund - … |
|---|---|---|
| Fund house | Union Mutual Fund | HDFC Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Plan | Direct | Direct |
| Latest NAV | ₹22.58 | ₹570.199 |
| Assets managed (AUM) | — | — |
| 1M return | -0.40% | -0.37% |
| 6M return | 3.53% | -0.47% |
| 1Y return | 3.67% | 3.21% |
| 3Y CAGR | 9.16% | 12.67% |
| 5Y CAGR | 8.08% | 15.27% |
| Since inception CAGR | 9.82% | 14.03% |
| Bumpiness · 3Y (annualised σ) | 8.45 | 9.89 |
| Worst drop ever | -23.78% | -34.20% |
| Sharpe · 3Y (rf=6%) | 0.35 | 0.63 |