Union Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 28 of 34

NAV · Direct-Growth

₹22.70-0.02-0.09%

As of 17 Aug 2026 · AMFI

NAV growth+3.9%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 8 of 8 years

Trails its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

+4.7%

-3.3 vs cat

3Y CAGR

+9.7%

-1.7 vs cat

5Y CAGR

+8.5%

-0.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.8%

3Y std dev

Go deeper on Union Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Union Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Union Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Union Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Union. Long-run track record: about 8.5% CAGR over 5 years. Worst historical drawdown: -24% in Mar 2020, recovered in 3 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF582M01DE9

NAV (Direct-Growth)

₹22.7000

Last 1Y

+3.94%

Aug 25Min ₹20.60 · Max ₹22.74 · 246 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-23.8%

Peak ₹11.52 on 17 Jan 2020 → trough ₹8.78 on 23 Mar 2020 (2 months down).

Recovered in 3 months· 2 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.09%	-0.29%	8/ 41
1M	+1.25%	+1.22%	17/ 41
3M	+5.04%	+4.34%	12/ 41
6M	+0.62%	+4.84%	29/ 40
YTD	+1.29%	+4.40%	26/ 40
1Y	+4.71%	+8.04%	25/ 40
2Y	+4.04%	+4.90%	27/ 39
3Y	+9.67%	+11.41%	28/ 34
5Y	+8.54%	+9.45%	18/ 23
7Y	+11.25%	+11.16%	10/ 21

Available plans & options

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