Union Balanced Advantage Fund - Direct Plan - IDCW Option

Union Mutual FundOpen Ended SchemesHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

Current NAV

21.6700

0.14% (1D)

As on 10-02-2026

NAV History

Performance

Returns based on historical NAV data

PeriodReturnsType
1 Month+0.79%Absolute
3 Months-1.28%Absolute
6 Months+0.18%Absolute
1 Year+6.28%CAGR
3 Years+10.39%CAGR
5 Years+8.62%CAGR
* Returns above 1 year are annualized (CAGR). Below 1 year are absolute returns.

About Union Balanced Advantage Fund - Direct Plan - IDCW Option

Union Balanced Advantage Fund - Direct Plan - IDCW Option is managed by Union Mutual Fund. It is classified as a Open Ended Schemes scheme under the Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage category.

The fund's current Net Asset Value (NAV) is 21.6700 as of 10-02-2026. NAV represents the per-unit market value of the fund and is calculated at the end of each business day.

Over the past year, the fund has delivered a return of +6.28% (CAGR). The 5-year annualized return stands at +8.62%.

Fund Details

  • Fund HouseUnion Mutual Fund
  • Scheme TypeOpen Ended Schemes
  • CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
  • Scheme Code142037
  • ISIN (Growth)INF582M01DG4
  • ISIN (Div.)INF582M01DF6

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAV and returns shown are historical and do not guarantee future performance.