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 - IDCW…
Union
1Y Return -6.4% ⭐
3Y CAGR 5.4% ⭐
5Y CAGR 5.5% ⭐
10Y CAGR 19.1% ⭐
Current NAV ₹20.48
AUM (₹ Cr) 5120
Expense Ratio 0.27% ⭐
Risk Level Moderate
Sharpe Ratio 1.57
Beta 1.17
Alpha -1.43
Min SIP ₹500
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Return Comparison