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Union Balanced Advantage Fund (G) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Growth | Parijat Agrawal

13 Mar 25 | 12:00 AM

18.59 -0.03 (-0.16%)

  • Underperforms

    1.42%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -3.46%

  • Less Volatile

    0.55%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.12%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVFeb 17Feb 19Feb 21Feb 24Feb 27Mar 03Mar 05Mar 07Mar 10Mar 1218.318.418.518.618.7
JavaScript chart by amCharts 3.20.9Union Balanced Advantage Fund (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Union Balanced Advantage Fund (G), has Underperformed its benchmark, Hybrid - Equity Oriented by -3.45% (CAGR difference)

1.42%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

17 Mar 2024

JavaScript chart by amCharts 3.20.91.001.502.002.503.003.504.004.505.00
JavaScript chart by amCharts 3.20.9Union Balanced Advantage Fund (G) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Union Balanced Advantage Fund (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.12%

0.55%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.540.550.560.570.580.590.600.610.620.630.640.650.660.670.68
JavaScript chart by amCharts 3.20.9Union Balanced Advantage Fund (G) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonAprMayJunJulAugSepOctNovDecJanFebMar-505
JavaScript chart by amCharts 3.20.9Union Balanced Advantage Fund (G) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaAprMayJunJulAugSepOctNovDecJanFebMar-2-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 51 Stocks beating the benchmark 31 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

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