Side-by-Side Comparison

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

1/5 funds selected
Parameter
Union Balanced Advantage Fund - Regular Plan - Gro…
Union
1Y Return 14.3% ⭐
3Y CAGR 9.8% ⭐
5Y CAGR 8.8% ⭐
10Y CAGR 20.1% ⭐
Current NAV ₹20.34
AUM (₹ Cr) 15980
Expense Ratio 1.83% ⭐
Risk Level Moderate
Sharpe Ratio 1.43
Beta 1.03
Alpha 6.43
Min SIP ₹500
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Return Comparison