Side-by-Side Comparison

Compare up to 5 mutual funds on returns, risk, and more.

1/5 funds selected
Parameter
Union Balanced Advantage Fund - Direct Plan - Grow…
Union
1Y Return 2.5% ⭐
3Y CAGR 9.3% ⭐
5Y CAGR 7.8% ⭐
10Y CAGR 24.6% ⭐
Current NAV ₹22.79
AUM (₹ Cr) 21010
Expense Ratio 0.96% ⭐
Risk Level Moderate
Sharpe Ratio 1.96
Beta 0.66
Alpha 2.46
Min SIP ₹500
View Details
Return Comparison