Union Balanced Advantage Fund Regular Plan Growth
- Equity
- Dynamic Asset Allocation
- Status: Open
Historical NAV & Returns

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Union Balanced Advantage Fund Regular Plan Growth
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Fund Overview
₹1,191.64 Cr.
₹1000
₹1000
INF582M01DI0
2.23%
No Lock-in
Trailing Returns
View full Return AnalysisAs of April 28, 2026
About This Fund
More InformationUnion Balanced Advantage Fund Regular Plan Growth is a scheme launched by UNION Mutual Fund on February 08, 2018, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 1,191.64 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 1000. It charges an expense ratio of 2.23% for managing the portfolio.
Performance:
Union Balanced Advantage Fund Regular Plan Growth trailing returns over different times are 2.14% (1 year), 8.76% (3 year) and 7.41% (5 year). The average annual return of this fund stands at -3.33%.
SIP Amount
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Union Balanced Advantage Fund Regular Plan Growth


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