Union Balanced Advantage Fund - Regular Plan - IDCW Option

The Union Balanced Advantage Fund - Regular Plan - IDCW Option , a Dynamic Asset Allocation multi-cap fund   Open Ended Mutual Funds   from Union Asset Management Company Pvt. Ltd., has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Union Balanced Advantage Fund - Regular Plan - IDCW Option - Performance

The Union Balanced Advantage Fund - Regular Plan - IDCW Option has set a great track record, delivering an impressive 1-year return of -0.66. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹1,240.12 Cr. and the latest NAV declared is 17.63 as on 2026-10-21.

Union Balanced Advantage Fund - Regular Plan - IDCW Option - Investment Strategy

The Union Balanced Advantage Fund - Regular Plan - IDCW Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Union Balanced Advantage Fund - Regular Plan - IDCW Option - Fees and Expenses

The Union Balanced Advantage Fund - Regular Plan - IDCW Option has an expense ratio of 1.86 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.

Union Balanced Advantage Fund - Regular Plan - IDCW Option - SIP Planning

The Union Balanced Advantage Fund - Regular Plan - IDCW Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Union Balanced Advantage Fund - Regular Plan - IDCW Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Dynamic Asset Allocation provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Dynamic Asset Allocation Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.