Objective: To achieve long term capital appreciation and generate income through an equity portfolio by using long equities, equity derivatives and arbitrage opportunities available. However, there is no assurance that the Investment Objective of the scheme will be achieved.
Union Balanced Advantage Fund Direct Growth is an Allocation - Dynamic Asset Allocation fund. The fund was launched inJan 04, 2018. Its risk level is . The NAV of the fund as onJul 08, 2025 is ₹21.95. Its expense ratio is 0.81 %. The fund has an AUM of ₹1,383.05 Cr.The fund is managed byParijat Agrawal,Sanjay Bembalkar,Hardick Bora,Gaurav Chopra.
The minimum initial investment is ₹1000 in Lumpsum mode.