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 - IDC…
Union
1Y Return -8.3% ⭐
3Y CAGR 3.9% ⭐
5Y CAGR 4.1% ⭐
10Y CAGR 19.9% ⭐
Current NAV ₹18.54
AUM (₹ Cr) 1150
Expense Ratio 1.20% ⭐
Risk Level Moderate
Sharpe Ratio 1.60
Beta 1.20
Alpha 0.60
Min SIP ₹500
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Return Comparison