Union Balanced Advantage Fund
Fund Overview
Fund Performance
Note: The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.
Scheme Information
Investment Objective
To achieve long term capital appreciation and generate income through an equity portfolio by using long equities, equity derivatives and arbitrage opportunities available.
Expense Ratio
% 2.15Benchmark
Nifty 50 Hybrid Composite Debt 50:50 Index
AUM
₹ 1241.37Inception Date
07 Dec 2017Turnover Ratio
% 191.00Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Asset Class
Hybrid
Union Mutual Fund
Total AUM
₹ 26633.39
No. of Schemes under this AMC
37
Phone
67483300
investorcare@unionmf.com
Incorporation Date
3/23/2011
Address
Unit No. 503, 5th Floor,, Leela Business Park,, Andheri Kurla Road,
Mumbai - 400059
