Union Balanced Advantage Fund - Regular Plan - IDCW Option
5.67
9.79
12.88
-
9.58
Benchmark
-
-
-
-
-
Hybrid: Dynamic Asset Allocation
6.18
11.47
13.72
9.58
10.05
Yearly Performance (%)
Nav Movement
Fund Managers
Parijat Agrawal, Hardick Bora, Sanjay Bembalkar
Investment Objective
The scheme seeks to achieve long term capital appreciation and generate income through an equity portfolio by using long equities, equity derivatives and arbitrage opportunities available.
Returns Calculator for
Union Balanced Advantage Fund - Regular Plan - IDCW Option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Union Balanced Advantage Fund - Regular Plan - IDCW Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Union Balanced Advantage Fund - Regular Plan - IDCW Option