Union Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 26 of 34

NAV · Direct-Growth

₹21.77-0.10-0.46%

As of 1 Oct 2026 · AMFI

NAV growth-0.4%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 7 of 8 years

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

1Y return

-0.7%

-3.4 vs cat

3Y CAGR

+7.7%

-1.5 vs cat

5Y CAGR

+7.1%

-0.8 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.1%

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 7.1% 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)

₹21.7700

Last 1Y

-0.37%

Oct 25Min ₹20.60 · Max ₹22.74 · 247 ptsOct 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	-1.98%	-1.86%	22/ 41
1M	-3.59%	-3.39%	20/ 41
3M	-2.60%	-2.64%	18/ 41
6M	+4.66%	+7.63%	18/ 41
YTD	-2.86%	+0.17%	24/ 40
1Y	-0.73%	+2.71%	27/ 40
2Y	+1.53%	+1.91%	22/ 39
3Y	+7.73%	+9.26%	26/ 34
5Y	+7.14%	+7.90%	19/ 24
7Y	+10.36%	+10.24%	10/ 21

Available plans & options

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