Union Balanced Advantage Fund - Direct Plan - Growth Option

Union Balanced Advantage Fund - Direct Plan - Growth Option is a Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage mutual fund from Union Asset Management Company Private Limited. ISIN INF582M01DE9. 1Y return -3.39%, 3Y CAGR 7.80%, 5Y CAGR 6.95%, AUM ₹1,222 crore. Track NAV history, returns, CAGR and portfolio holdings on Neovesh.

Fund house

Union Asset Management Company Private Limited

Category

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

ISIN

INF582M01DE9

1-year return

-3.39%

3-year CAGR

7.80%

5-year CAGR

6.95%

Fund AUM (Jul–Sep 2026 average)

₹1,222 crore