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
quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option
3Y ago₹1.51 L
5Y ago—
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 -… | quant Dynamic Asset Allocation … |
|---|---|---|
| Fund house | Union Mutual Fund | quant 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 | ₹17.1518 |
| Assets managed (AUM) | — | — |
| 1M return | -0.40% | -1.10% |
| 6M return | 3.53% | 4.39% |
| 1Y return | 3.67% | 1.96% |
| 3Y CAGR | 9.16% | 14.61% |
| 5Y CAGR | 8.08% | — |
| Since inception CAGR | 9.82% | 17.20% |
| Bumpiness · 3Y (annualised σ) | 8.45 | 14.41 |
| Worst drop ever | -23.78% | -18.43% |
| Sharpe · 3Y (rf=6%) | 0.35 | 0.55 |