Fund Overview of Union Balanced Advantage Fund Regular-idcw
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₹1,371.6 CrAUM
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₹20.55NAV
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2.16%Expense Ratio
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HybridFund Category
As on Mon Oct 20, 2025
Returns of Union Balanced Advantage Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.64% | NA | 2.03% |
| 6 Months | 9.40% | NA | 8.29% |
| 1 Year | 3.17% | 3.17% | 2.86% |
| 2 Years | 23.64% | 11.19% | 14.51% |
| 3 Years | 35.86% | 10.76% | 13.46% |
| 5 Years | 63.62% | 10.35% | 14.09% |
| 7 Years | 105.30% | 10.82% | NA |
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As on Mon Oct 20, 2025
Dividend of Union Balanced Advantage Fund Regular-idcw :
1.70%
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Asset Allocation
equities
58.94%debt instruments
24.51%other assets or cash equivalents
16.55%Large Cap: 78.71%
Mid Cap: 13.20%
Small Cap: 8.09%
Other: 0.00%
Detailed Portfolio Analysis
As on Mon Oct 20, 2025
Invest Now
Union Balanced Advantage Fund Regular-idcw is one Hybrid mutual fund offered by Union Mutual Fund. Launched on 29 Dec 2017, the fund aims Long Term Capital Appreciation. Investment predominantly in a portfolio of equity and equity linked securities and the rest in debt and money market instruments. It manages assets worth ₹1,371.6 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.16%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education
About FundAbout Union Balanced Advantage Fund Regular-idcw
The portfolio allocation consists of 58.94% in equities, 24.51% in debt instruments, 16.55% in other assets or cash equivalents. Managed by Parijat Agrawal, it has delivered a return of 3.17% in the last year, a total return since inception of 9.64%.
Gaurav Chopra
Mr. Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared)
Sanjay Bembalkar
Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.
Parijat Agrawal
Mr. Agrawal is a B.Tech and MBA from IIM Bangalore.
Key Metrics of Union Balanced Advantage Fund Regular-idcw
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Standard Deviation6.71%
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Sharpe Ratio0.43%
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Alpha-0.82%
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Beta0.67%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Balanced Advantage Direct-growth  |
₹64,964 | 1.16% | 3.99% | 9.20% | 14.46% | 15.34% |
| Aditya Birla Sun Life Balanced Advantage Fund Direct-growth |
₹8,157 | 0.84% | 1.77% | 7.06% | 14.71% | 15.10% |
| ICICI Prudential Balanced Advantage-growth |
₹64,964 | 1.12% | 3.82% | 8.57% | 13.76% | 14.63% |
| Aditya Birla Sun Life Balanced Advantage Fund Regular-growth |
₹8,157 | 0.75% | 1.49% | 5.92% | 13.42% | 13.75% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Union Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Union Balanced Advantage Fund Regular - Growth
|
₹1,372 | 1.07% | 2.37% | 6.86% | 4.57% | 10.98% |
|
Union Balanced Advantage Fund Direct - Growth
|
₹1,372 | 1.17% | 2.70% | 7.48% | 5.77% | 12.27% |
|
Union Balanced Advantage Fund Direct-idcw
|
₹1,372 | 1.17% | 2.70% | 7.48% | 5.77% | 12.27% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Pro Tip
Top 25% of investors consistently generate more than 12% return
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Wealth Gained
Total Wealth
I want to save
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
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Total Investment
Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Balanced Advantage Direct-growth |
₹64,964 | ₹85.57 | 14.46% | 15.34% | 12.13% |
| ICICI Prudential Balanced Advantage-growth |
₹64,964 | ₹76.59 | 13.76% | 14.63% | 11.20% |
| Aditya Birla Sun Life Balanced Advantage Fund Direct-growth |
₹8,157 | ₹123.61 | 14.71% | 15.10% | 12.32% |
| Aditya Birla Sun Life Balanced Advantage Fund Regular-growth |
₹8,157 | ₹108.60 | 13.42% | 13.75% | 11.12% |
| Lic Mf Balanced Advantage Fund Direct - Growth |
₹828 | ₹14.77 | 12.28% | - | - |
| Lic Mf Balanced Advantage Fund Regular - Growth |
₹828 | ₹13.83 | 10.46% | - | - |
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Top funds are based on Fund AUM
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Cash Margin | Unspecified | 11.05% | ₹151.54 Cr |
| Cash Margin | Unspecified | 10.07% | ₹135.28 Cr |
| Cash Margin | Unspecified | 10.07% | ₹135.28 Cr |
| Repo | Unspecified | 7.15% | ₹98.14 Cr |
| Nifty Index 28-aug-25 | Financial | 6.02% | ₹82.64 Cr |
| Hdfc Bank Ltd | Financial | 5.59% | ₹76.65 Cr |
| Hdfc Bank Ltd | Financial | 5.37% | ₹72.24 Cr |
| Hdfc Bank Ltd | Financial | 5.37% | ₹72.24 Cr |
| Repo | Unspecified | 4.82% | ₹64.88 Cr |
| Repo | Unspecified | 4.82% | ₹64.88 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.98% | ₹54.58 Cr |
| Icici Bank Ltd | Financial | 3.69% | ₹50.66 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.66% | ₹49.18 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.66% | ₹49.18 Cr |
| Icici Bank Ltd | Financial | 3.43% | ₹46.10 Cr |
| Icici Bank Ltd | Financial | 3.43% | ₹46.10 Cr |
| Bharti Airtel Ltd | Technology | 3.27% | ₹44.85 Cr |
| Bharti Airtel Ltd | Technology | 3.27% | ₹44.01 Cr |
| Bharti Airtel Ltd | Technology | 3.27% | ₹44.01 Cr |
| Zomato Ltd | Technology | 2.29% | ₹30.82 Cr |
| Zomato Ltd | Technology | 2.29% | ₹30.82 Cr |
| Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100 | Entities | 2.23% | ₹30.60 Cr |
| Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100 | Entities | 2.24% | ₹30.11 Cr |
| Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100 | Entities | 2.24% | ₹30.11 Cr |
| Infosys Ltd | Technology | 2.11% | ₹28.98 Cr |
| Larsen & Toubro Ltd | Industrials | 2.05% | ₹27.52 Cr |
| Larsen & Toubro Ltd | Industrials | 2.05% | ₹27.52 Cr |
| Larsen & Toubro Ltd | Industrials | 1.99% | ₹27.35 Cr |
| Indian Railway Finance Corporation Limited Sr 176 7.48 Bd 16fb34 Fvrs1lac | Financial | 1.88% | ₹25.78 Cr |
| State Bank Of India | Financial | 1.91% | ₹25.69 Cr |
| State Bank Of India | Financial | 1.91% | ₹25.69 Cr |
| National Bank For Agriculture And Rural Development Sr 24h 7.62 Bd 10my29 Fvrs1lac | Financial | 1.87% | ₹25.68 Cr |
| Indian Railway Finance Corporation Limited Sr 180 7.39 Bd 15jl34 Fvrs1lac | Financial | 1.87% | ₹25.66 Cr |
| National Bank For Agriculture And Rural Development Sr 24h 7.62 Bd 10my29 Fvrs1lac | Financial | 1.90% | ₹25.54 Cr |
| National Bank For Agriculture And Rural Development Sr 24h 7.62 Bd 10my29 Fvrs1lac | Financial | 1.90% | ₹25.54 Cr |
| Indian Railway Finance Corporation Limited Sr 176 7.48 Bd 16fb34 Fvrs1lac | Financial | 1.90% | ₹25.54 Cr |
| Indian Railway Finance Corporation Limited Sr 176 7.48 Bd 16fb34 Fvrs1lac | Financial | 1.90% | ₹25.54 Cr |
| Indian Railway Finance Corporation Limited Sr 180 7.39 Bd 15jl34 Fvrs1lac | Financial | 1.89% | ₹25.40 Cr |
| Indian Railway Finance Corporation Limited Sr 180 7.39 Bd 15jl34 Fvrs1lac | Financial | 1.89% | ₹25.40 Cr |
| Power Grid Corporation Of India Limited Sr Lxxx 7.12 Bd 24dc34 Fvrs1lac | Energy & Utilities | 1.85% | ₹25.39 Cr |
| Small Industries Development Bank Of India Sr Ix 7.39 Bd 21mr30 Fvrs1lac | Financial | 1.88% | ₹25.36 Cr |
| Small Industries Development Bank Of India Sr Ix 7.39 Bd 21mr30 Fvrs1lac | Financial | 1.88% | ₹25.36 Cr |
| Zomato Ltd | Technology | 1.84% | ₹25.27 Cr |
| Power Grid Corporation Of India Limited Sr Lxxx 7.12 Bd 24dc34 Fvrs1lac | Energy & Utilities | 1.87% | ₹25.12 Cr |
| Power Grid Corporation Of India Limited Sr Lxxx 7.12 Bd 24dc34 Fvrs1lac | Energy & Utilities | 1.87% | ₹25.12 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.73% | ₹23.78 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.77% | ₹23.75 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.77% | ₹23.75 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.76% | ₹23.71 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.76% | ₹23.71 Cr |
| Infosys Ltd | Technology | 1.74% | ₹23.36 Cr |
| Infosys Ltd | Technology | 1.74% | ₹23.36 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.72% | ₹23.20 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.72% | ₹23.20 Cr |
| Net Receivables | Unspecified | 1.66% | ₹22.72 Cr |
| Net Receivables | Unspecified | 1.66% | ₹22.72 Cr |
| Government Of India 36168 091 Days Tbill 02ot25 Fv Rs 100 | Financial | 1.64% | ₹22.00 Cr |
| Government Of India 36168 091 Days Tbill 02ot25 Fv Rs 100 | Financial | 1.64% | ₹22.00 Cr |
| Government Of India 36168 091 Days Tbill 02ot25 Fv Rs 100 | Financial | 1.59% | ₹21.80 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.58% | ₹21.68 Cr |
| Indian Railway Finance Corporation Limited Sr 174 7.67 Bd 15dc33 Fvrs1lac | Financial | 1.52% | ₹20.85 Cr |
| Indian Railway Finance Corporation Limited Sr 174 7.67 Bd 15dc33 Fvrs1lac | Financial | 1.54% | ₹20.67 Cr |
| Indian Railway Finance Corporation Limited Sr 174 7.67 Bd 15dc33 Fvrs1lac | Financial | 1.54% | ₹20.67 Cr |
| Bajaj Finance Ltd | Financial | 1.54% | ₹20.66 Cr |
| Bajaj Finance Ltd | Financial | 1.54% | ₹20.66 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.51% | ₹20.38 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.51% | ₹20.38 Cr |
| Government Of India 35923 91 Days Tbill 01ag25 Fv Rs 100 | Financial | 1.46% | ₹20.00 Cr |
| State Bank Of India | Financial | 1.43% | ₹19.64 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.39% | ₹18.73 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.39% | ₹18.73 Cr |
| Bajaj Finance Ltd | Financial | 1.33% | ₹18.23 Cr |
| Patanjali Foods Ltd | Consumer Staples | 1.35% | ₹18.14 Cr |
| Patanjali Foods Ltd | Consumer Staples | 1.35% | ₹18.14 Cr |
| Max Financial Services Ltd | Financial | 1.31% | ₹17.65 Cr |
| Max Financial Services Ltd | Financial | 1.31% | ₹17.65 Cr |
| Max Financial Services Ltd | Financial | 1.23% | ₹16.82 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.21% | ₹16.60 Cr |
| Itc Ltd | Consumer Staples | 1.19% | ₹16.36 Cr |
| Ultratech Cement Ltd | Materials | 1.20% | ₹16.19 Cr |
| Ultratech Cement Ltd | Materials | 1.20% | ₹16.19 Cr |
| Itc Ltd | Consumer Staples | 1.19% | ₹15.94 Cr |
| Itc Ltd | Consumer Staples | 1.19% | ₹15.94 Cr |
| Gabriel India Ltd | Consumer Discretionary | 1.17% | ₹15.77 Cr |
| Gabriel India Ltd | Consumer Discretionary | 1.17% | ₹15.77 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.13% | ₹15.47 Cr |
| Power Grid Corporation Of India Limited Sr Lxxvi 7.35 Bd 12mr34 Fvrs1lac | Energy & Utilities | 1.13% | ₹15.44 Cr |
| Power Finance Corporation Limited Sr 247a 7.44 Bd 15jn30 Fvrs1lac | Financial | 1.12% | ₹15.34 Cr |
| Tata Power Company Ltd | Energy & Utilities | 1.12% | ₹15.34 Cr |
| National Bank For Agriculture And Rural Development Sr 23i 7.62 Loa 31jn28 Fvrs1lac | Financial | 1.12% | ₹15.31 Cr |
| Power Grid Corporation Of India Limited Sr Lxxvi 7.35 Bd 12mr34 Fvrs1lac | Energy & Utilities | 1.14% | ₹15.28 Cr |
| Power Grid Corporation Of India Limited Sr Lxxvi 7.35 Bd 12mr34 Fvrs1lac | Energy & Utilities | 1.14% | ₹15.28 Cr |
| Small Industries Development Bank Of India Sr Iii 7.34 Bd 26fb29 Fvrs1lac | Financial | 1.11% | ₹15.28 Cr |
| National Bank For Agriculture And Rural Development Sr 23i 7.62 Loa 31jn28 Fvrs1lac | Financial | 1.13% | ₹15.25 Cr |
| National Bank For Agriculture And Rural Development Sr 23i 7.62 Loa 31jn28 Fvrs1lac | Financial | 1.13% | ₹15.25 Cr |
| Power Finance Corporation Limited Sr 247a 7.44 Bd 15jn30 Fvrs1lac | Financial | 1.13% | ₹15.24 Cr |
| Power Finance Corporation Limited Sr 247a 7.44 Bd 15jn30 Fvrs1lac | Financial | 1.13% | ₹15.24 Cr |
| Small Industries Development Bank Of India Sr Iii 7.34 Bd 26fb29 Fvrs1lac | Financial | 1.13% | ₹15.21 Cr |
| Small Industries Development Bank Of India Sr Iii 7.34 Bd 26fb29 Fvrs1lac | Financial | 1.13% | ₹15.21 Cr |
| Axis Bank Ltd | Financial | 1.11% | ₹14.96 Cr |
| Axis Bank Ltd | Financial | 1.11% | ₹14.96 Cr |
| Jio Financial Services Limited | Financial | 1.07% | ₹14.70 Cr |
| Punjab National Bank Cd 18mar26 | Financial | 1.08% | ₹14.59 Cr |
| Punjab National Bank Cd 18mar26 | Financial | 1.08% | ₹14.59 Cr |
| Canara Bank Cd 18mar26 | Financial | 1.05% | ₹14.45 Cr |
| Axis Bank Ltd | Financial | 1.03% | ₹14.12 Cr |
| Gabriel India Ltd | Consumer Discretionary | 1.01% | ₹13.85 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 0.99% | ₹13.52 Cr |
| Jio Financial Services Limited | Financial | 0.97% | ₹13.09 Cr |
| Jio Financial Services Limited | Financial | 0.97% | ₹13.09 Cr |
| Government Of India 36426 091 Days Tbill 11dc25 Fv Rs 100 | Financial | 0.96% | ₹12.86 Cr |
| Government Of India 36426 091 Days Tbill 11dc25 Fv Rs 100 | Financial | 0.96% | ₹12.86 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 0.94% | ₹12.60 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 0.94% | ₹12.60 Cr |
| Bharat Electronics Ltd | Industrials | 0.93% | ₹12.54 Cr |
| Bharat Electronics Ltd | Industrials | 0.93% | ₹12.54 Cr |
| Coromandel International Ltd | Materials | 0.88% | ₹12.11 Cr |
| Bharat Electronics Ltd | Industrials | 0.87% | ₹11.90 Cr |
| Jk Cement Ltd | Materials | 0.86% | ₹11.77 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 0.84% | ₹11.58 Cr |
| Interglobe Aviation Ltd | Industrials | 0.84% | ₹11.53 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 0.86% | ₹11.51 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 0.86% | ₹11.51 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 0.84% | ₹11.27 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 0.84% | ₹11.27 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.81% | ₹11.18 Cr |
| Lupin Ltd | Healthcare | 0.81% | ₹11.15 Cr |
| Max Healthcare Institute Ltd | Healthcare | 0.81% | ₹11.12 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 0.81% | ₹11.11 Cr |
| Lupin Ltd | Healthcare | 0.82% | ₹11.05 Cr |
| Lupin Ltd | Healthcare | 0.82% | ₹11.05 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 0.80% | ₹11.02 Cr |
| Tata Consultancy Services Ltd | Technology | 0.80% | ₹11.02 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 0.80% | ₹10.77 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 0.80% | ₹10.77 Cr |
| Tata Consultancy Services Ltd | Technology | 0.78% | ₹10.48 Cr |
| Tata Consultancy Services Ltd | Technology | 0.78% | ₹10.48 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.78% | ₹10.44 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.78% | ₹10.44 Cr |
| Rec Limited Sr 227-b 7.71 Bd 31ot33 Fvrs1lac | Financial | 0.76% | ₹10.44 Cr |
| Rec Limited Sr 227-b 7.71 Bd 31ot33 Fvrs1lac | Financial | 0.77% | ₹10.31 Cr |
| Rec Limited Sr 227-b 7.71 Bd 31ot33 Fvrs1lac | Financial | 0.77% | ₹10.31 Cr |
| Power Finance Corporation Limited Sr 239 7.44 Bd 15jl34 Fvrs1lac | Financial | 0.75% | ₹10.27 Cr |
| Indian Railway Finance Corporation Limited Sr 186 7.25 Bd 17jn35 Fvrs1lac | Financial | 0.74% | ₹10.17 Cr |
| Power Finance Corporation Limited Sr 239 7.44 Bd 15jl34 Fvrs1lac | Financial | 0.76% | ₹10.16 Cr |
| Power Finance Corporation Limited Sr 239 7.44 Bd 15jl34 Fvrs1lac | Financial | 0.76% | ₹10.16 Cr |
| Coromandel International Ltd | Materials | 0.75% | ₹10.12 Cr |
| Coromandel International Ltd | Materials | 0.75% | ₹10.12 Cr |
| Jindal Steel & Power Ltd | Materials | 0.75% | ₹10.10 Cr |
| Jindal Steel & Power Ltd | Materials | 0.75% | ₹10.10 Cr |
| Indian Railway Finance Corporation Limited Sr 186 7.25 Bd 17jn35 Fvrs1lac | Financial | 0.75% | ₹10.07 Cr |
| Indian Railway Finance Corporation Limited Sr 186 7.25 Bd 17jn35 Fvrs1lac | Financial | 0.75% | ₹10.07 Cr |
| Solar Industries India Ltd | Materials | 0.73% | ₹9.95 Cr |
| Max Healthcare Institute Ltd | Healthcare | 0.74% | ₹9.95 Cr |
| Max Healthcare Institute Ltd | Healthcare | 0.74% | ₹9.95 Cr |
| Rec Ltd | Financial | 0.72% | ₹9.93 Cr |
| Ultratech Cement Ltd | Materials | 0.72% | ₹9.86 Cr |
| Shriram Transport Finance Company Ltd | Financial | 0.71% | ₹9.78 Cr |
| Shriram Transport Finance Company Ltd | Financial | 0.71% | ₹9.55 Cr |
| Shriram Transport Finance Company Ltd | Financial | 0.71% | ₹9.55 Cr |
| Titan Company Ltd | Consumer Discretionary | 0.70% | ₹9.43 Cr |
| Titan Company Ltd | Consumer Discretionary | 0.70% | ₹9.43 Cr |
| Doms Industries Ltd. | Industrials | 0.70% | ₹9.40 Cr |
| Doms Industries Ltd. | Industrials | 0.70% | ₹9.40 Cr |
| Titan Company Ltd | Consumer Discretionary | 0.68% | ₹9.37 Cr |
| Rec Ltd | Financial | 0.70% | ₹9.37 Cr |
| Rec Ltd | Financial | 0.70% | ₹9.37 Cr |
| Solar Industries India Ltd | Materials | 0.69% | ₹9.33 Cr |
| Solar Industries India Ltd | Materials | 0.69% | ₹9.33 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.68% | ₹9.31 Cr |
| Cummins India Ltd | Industrials | 0.69% | ₹9.24 Cr |
| Cummins India Ltd | Industrials | 0.69% | ₹9.24 Cr |
| Ntpc Green Energy Ltd. | Energy & Utilities | 0.65% | ₹8.86 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.62% | ₹8.39 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.62% | ₹8.39 Cr |
| Cummins India Ltd | Industrials | 0.61% | ₹8.37 Cr |
| Karur Vysya Bank Ltd | Financial | 0.62% | ₹8.35 Cr |
| Karur Vysya Bank Ltd | Financial | 0.62% | ₹8.35 Cr |
| Jindal Steel & Power Ltd | Materials | 0.60% | ₹8.28 Cr |
| The Federal Bank Ltd | Financial | 0.59% | ₹8.10 Cr |
| Ntpc Ltd | Energy & Utilities | 0.58% | ₹7.79 Cr |
| Ntpc Ltd | Energy & Utilities | 0.58% | ₹7.79 Cr |
| The Federal Bank Ltd | Financial | 0.57% | ₹7.72 Cr |
| The Federal Bank Ltd | Financial | 0.57% | ₹7.72 Cr |
| Ntpc Ltd | Energy & Utilities | 0.56% | ₹7.65 Cr |
| Pidilite Industries Ltd | Materials | 0.56% | ₹7.52 Cr |
| Pidilite Industries Ltd | Materials | 0.56% | ₹7.52 Cr |
| Gokaldas Exports Ltd | Consumer Discretionary | 0.54% | ₹7.47 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.54% | ₹7.40 Cr |
| Pidilite Industries Ltd | Materials | 0.54% | ₹7.35 Cr |
| Mphasis Ltd | Technology | 0.53% | ₹7.30 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 0.54% | ₹7.23 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 0.54% | ₹7.23 Cr |
| Ethos Ltd | Consumer Discretionary | 0.51% | ₹7.01 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 0.52% | ₹7.00 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 0.52% | ₹7.00 Cr |
| Mphasis Ltd | Technology | 0.52% | ₹6.94 Cr |
| Mphasis Ltd | Technology | 0.52% | ₹6.94 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.48% | ₹6.47 Cr |
| Ajanta Pharma Ltd | Healthcare | 0.48% | ₹6.47 Cr |
| Hcl Technologies Ltd | Technology | 0.47% | ₹6.42 Cr |
| Godrej Properties Ltd | Real Estate | 0.47% | ₹6.41 Cr |
| Gokaldas Exports Ltd | Consumer Discretionary | 0.47% | ₹6.33 Cr |
| Gokaldas Exports Ltd | Consumer Discretionary | 0.47% | ₹6.33 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 0.46% | ₹6.25 Cr |
| Hindalco Industries Ltd | Materials | 0.46% | ₹6.24 Cr |
| Hindalco Industries Ltd | Materials | 0.46% | ₹6.24 Cr |
| Hcl Technologies Ltd | Technology | 0.45% | ₹6.06 Cr |
| Hcl Technologies Ltd | Technology | 0.45% | ₹6.06 Cr |
| Godrej Properties Ltd | Real Estate | 0.45% | ₹6.00 Cr |
| Godrej Properties Ltd | Real Estate | 0.45% | ₹6.00 Cr |
| Grasim Industries Ltd | Materials | 0.45% | ₹6.00 Cr |
| Grasim Industries Ltd | Materials | 0.45% | ₹6.00 Cr |
| Grasim Industries Ltd | Materials | 0.44% | ₹5.97 Cr |
| Jsw Energy Ltd | Energy & Utilities | 0.44% | ₹5.96 Cr |
| Jsw Energy Ltd | Energy & Utilities | 0.44% | ₹5.96 Cr |
| Awfis Space Solutions Ltd. | Industrials | 0.43% | ₹5.95 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.43% | ₹5.80 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.43% | ₹5.80 Cr |
| Jsw Energy Ltd | Energy & Utilities | 0.42% | ₹5.79 Cr |
| Tata Steel Ltd | Materials | 0.43% | ₹5.75 Cr |
| Tata Steel Ltd | Materials | 0.43% | ₹5.75 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 0.41% | ₹5.65 Cr |
| Hindalco Industries Ltd | Materials | 0.41% | ₹5.59 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 0.41% | ₹5.47 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 0.41% | ₹5.47 Cr |
| Tata Steel Ltd | Materials | 0.39% | ₹5.38 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 0.38% | ₹5.19 Cr |
| Netweb Technologies India Ltd. | Technology | 0.38% | ₹5.11 Cr |
| Netweb Technologies India Ltd. | Technology | 0.38% | ₹5.11 Cr |
| Cipla Ltd | Healthcare | 0.37% | ₹5.05 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 0.37% | ₹5.04 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 0.37% | ₹5.04 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.37% | ₹5.03 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.37% | ₹5.03 Cr |
| Power Finance Corporation Limited Sr 250b 6.64 Bd 15jl30 Fvrs1lac | Financial | 0.36% | ₹4.96 Cr |
| Power Finance Corporation Limited Sr 250b 6.64 Bd 15jl30 Fvrs1lac | Financial | 0.37% | ₹4.93 Cr |
| Power Finance Corporation Limited Sr 250b 6.64 Bd 15jl30 Fvrs1lac | Financial | 0.37% | ₹4.93 Cr |
| Blue Star Ltd | Industrials | 0.36% | ₹4.90 Cr |
| Blue Star Ltd | Industrials | 0.36% | ₹4.90 Cr |
| Cipla Ltd | Healthcare | 0.36% | ₹4.89 Cr |
| Cipla Ltd | Healthcare | 0.36% | ₹4.89 Cr |
| Canara Bank Cd 18mar26 | Financial | 0.36% | ₹4.86 Cr |
| Canara Bank Cd 18mar26 | Financial | 0.36% | ₹4.86 Cr |
| Coforge Ltd | Technology | 0.35% | ₹4.81 Cr |
| Nippon Life India Asset Management Ltd | Financial | 0.36% | ₹4.78 Cr |
| Nippon Life India Asset Management Ltd | Financial | 0.36% | ₹4.78 Cr |
| Trent Ltd | Consumer Discretionary | 0.33% | ₹4.55 Cr |
| Blue Star Ltd | Industrials | 0.33% | ₹4.52 Cr |
| Nippon Life India Asset Management Ltd | Financial | 0.33% | ₹4.47 Cr |
| Coforge Ltd | Technology | 0.33% | ₹4.38 Cr |
| Coforge Ltd | Technology | 0.33% | ₹4.38 Cr |
| Poonawalla Fincorp Ltd | Financial | 0.31% | ₹4.31 Cr |
| Trent Ltd | Consumer Discretionary | 0.32% | ₹4.24 Cr |
| Trent Ltd | Consumer Discretionary | 0.32% | ₹4.24 Cr |
| Dhfl Vysya Housing Finance Limited Eq | Financial | 0.30% | ₹4.09 Cr |
| Dhfl Vysya Housing Finance Limited Eq | Financial | 0.30% | ₹4.09 Cr |
| Dhfl Vysya Housing Finance Limited Eq | Financial | 0.30% | ₹4.06 Cr |
| Birlasoft Ltd | Technology | 0.29% | ₹4.02 Cr |
| Techno Electric & Engineering Company Ltd | Industrials | 0.29% | ₹3.99 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 0.29% | ₹3.92 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.28% | ₹3.90 Cr |
| Adani Enterprises Ltd | Materials | 0.29% | ₹3.83 Cr |
| Adani Enterprises Ltd | Materials | 0.29% | ₹3.83 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 0.28% | ₹3.78 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 0.28% | ₹3.78 Cr |
| Adani Enterprises Ltd | Materials | 0.27% | ₹3.72 Cr |
| Techno Electric & Engineering Company Ltd | Industrials | 0.27% | ₹3.65 Cr |
| Techno Electric & Engineering Company Ltd | Industrials | 0.27% | ₹3.65 Cr |
| Ltimindtree Ltd | Technology | 0.24% | ₹3.36 Cr |
| Persistent Systems Ltd | Technology | 0.24% | ₹3.35 Cr |
| Persistent Systems Ltd | Technology | 0.23% | ₹3.13 Cr |
| Persistent Systems Ltd | Technology | 0.23% | ₹3.13 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 0.22% | ₹3.03 Cr |
| Voltas Ltd | Industrials | 0.21% | ₹2.92 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 0.20% | ₹2.73 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 0.20% | ₹2.73 Cr |
| Quess Corp Ltd | Industrials | 0.19% | ₹2.65 Cr |
| Quess Corp Ltd | Industrials | 0.17% | ₹2.29 Cr |
| Quess Corp Ltd | Industrials | 0.17% | ₹2.29 Cr |
| Digitide Solutions Ltd | Industrials | 0.15% | ₹2.09 Cr |
| Inventurus Knowledge Solutions Ltd. | Industrials | 0.15% | ₹2.05 Cr |
| Computer Age Management Services Ltd | Financial | 0.15% | ₹2.02 Cr |
| Inventurus Knowledge Solutions Ltd. | Industrials | 0.14% | ₹1.88 Cr |
| Inventurus Knowledge Solutions Ltd. | Industrials | 0.14% | ₹1.88 Cr |
| Urban Company Ltd. | 0.11% | ₹1.52 Cr | |
| Urban Company Ltd. | 0.11% | ₹1.52 Cr | |
| Tech Mahindra Ltd | Technology | 0.11% | ₹1.49 Cr |
| Digitide Solutions Ltd | Industrials | 0.11% | ₹1.43 Cr |
| Digitide Solutions Ltd | Industrials | 0.11% | ₹1.43 Cr |
| Tech Mahindra Ltd | Technology | 0.11% | ₹1.43 Cr |
| Tech Mahindra Ltd | Technology | 0.11% | ₹1.43 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 0.08% | ₹1.11 Cr |
| Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100 | Financial | 0.07% | ₹0.99 Cr |
| Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100 | Financial | 0.07% | ₹0.99 Cr |
| Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100 | Financial | 0.07% | ₹0.98 Cr |
| United Spirits Ltd | Consumer Staples | 0.05% | ₹0.75 Cr |
| Anthem Biosciences Ltd. | Healthcare | 0.04% | ₹0.54 Cr |
| Anthem Biosciences Ltd. | Healthcare | 0.04% | ₹0.54 Cr |
| Anthem Biosciences Ltd. | Healthcare | 0.04% | ₹0.54 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.02% | ₹0.24 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.02% | ₹0.24 Cr |
| United Spirits Limited_28/08/2025 | Consumer Staples | -0.05% | ₹-0.75 Cr |
| Indhotel_(28/08/2025) | Consumer Discretionary | -0.08% | ₹-1.11 Cr |
| Tech Mahindra Ltd. 28-oct-25 | Technology | -0.11% | ₹-1.44 Cr |
| Tech Mahindra Ltd. 28-oct-25 | Technology | -0.11% | ₹-1.44 Cr |
| Techm_(28/08/2025) | Technology | -0.11% | ₹-1.50 Cr |
| Cams_28/08/2025 | Financial | -0.15% | ₹-2.02 Cr |
| Coforge Ltd. 28-oct-25 | Technology | -0.16% | ₹-2.16 Cr |
| Coforge Ltd. 28-oct-25 | Technology | -0.16% | ₹-2.16 Cr |
| Jindalstel_28/08/2025 | Materials | -0.17% | ₹-2.35 Cr |
| Coforge Ltd-28-aug-2025 | Technology | -0.17% | ₹-2.37 Cr |
| Crompton Greaves Consumer Electricals Ltd. 28-oct-25 | Consumer Discretionary | -0.20% | ₹-2.74 Cr |
| Crompton Greaves Consumer Electricals Ltd. 28-oct-25 | Consumer Discretionary | -0.20% | ₹-2.74 Cr |
| Tata Consultancy Services Ltd. 28-oct-25 | Technology | -0.22% | ₹-2.99 Cr |
| Tata Consultancy Services Ltd. 28-oct-25 | Technology | -0.22% | ₹-2.99 Cr |
| Tcs_(28/08/2025) | Technology | -0.23% | ₹-3.15 Cr |
| Adanient_(28/08/2025) | Materials | -0.27% | ₹-3.73 Cr |
| Adani Enterprises Limited_28/10/2025 | Materials | -0.29% | ₹-3.86 Cr |
| Adani Enterprises Limited_28/10/2025 | Materials | -0.29% | ₹-3.86 Cr |
| Hdfc Bank Ltd.-28-oct-2025 | Financial | -0.31% | ₹-4.21 Cr |
| Hdfc Bank Ltd.-28-oct-2025 | Financial | -0.31% | ₹-4.21 Cr |
| Poonawalla Fincorp Ltd.-28-aug-2025 | Financial | -0.32% | ₹-4.32 Cr |
| Hdfc Bank Limited_28/08/2025 | Financial | -0.33% | ₹-4.46 Cr |
| Infosys Limited_28/08/2025 | Technology | -0.33% | ₹-4.55 Cr |
| Tata Consumer Products Ltd. 28-aug-25 | Consumer Staples | -0.38% | ₹-5.21 Cr |
| Eichermot_(28/08/2025) | Consumer Discretionary | -0.41% | ₹-5.60 Cr |
| Grasim Industries Limited_28/08/2025 | Materials | -0.44% | ₹-5.99 Cr |
| Grasim Industries Ltd.-28-oct-2025 | Materials | -0.45% | ₹-6.03 Cr |
| Grasim Industries Ltd.-28-oct-2025 | Materials | -0.45% | ₹-6.03 Cr |
| Oil & Natural Gas Corporation Ltd.-28-oct-2025 | Energy & Utilities | -0.48% | ₹-6.45 Cr |
| Oil & Natural Gas Corporation Ltd.-28-oct-2025 | Energy & Utilities | -0.48% | ₹-6.45 Cr |
| Oil & Natural Gas Corporation Limited_28/08/2025 | Energy & Utilities | -0.47% | ₹-6.45 Cr |
| Eicher Motors Ltd. 28-oct-25 | Consumer Discretionary | -0.54% | ₹-7.29 Cr |
| Eicher Motors Ltd. 28-oct-25 | Consumer Discretionary | -0.54% | ₹-7.29 Cr |
| Hindunilvr_(28/10/2025) | Consumer Staples | -0.59% | ₹-7.90 Cr |
| Hindunilvr_(28/10/2025) | Consumer Staples | -0.59% | ₹-7.90 Cr |
| Hindustan Unilever Limited_28/08/2025 | Consumer Staples | -0.58% | ₹-7.90 Cr |
| Mahindra & Mahindra Limited_28/08/2025 | Consumer Discretionary | -0.58% | ₹-7.97 Cr |
| Mahindra & Mahindra Ltd. 28-oct-25 | Consumer Discretionary | -0.64% | ₹-8.56 Cr |
| Mahindra & Mahindra Ltd. 28-oct-25 | Consumer Discretionary | -0.64% | ₹-8.56 Cr |
| Reliance Industries Limited_28/08/2025 | Energy & Utilities | -0.65% | ₹-8.85 Cr |
| Max Financial Services Ltd. 28-oct-25 | Financial | -0.66% | ₹-8.87 Cr |
| Max Financial Services Ltd. 28-oct-25 | Financial | -0.66% | ₹-8.87 Cr |
| Titan_(28/08/2025) | Consumer Discretionary | -0.69% | ₹-9.41 Cr |
| Rec Ltd-28-oct-2025 | Financial | -0.70% | ₹-9.42 Cr |
| Rec Ltd-28-oct-2025 | Financial | -0.70% | ₹-9.42 Cr |
| Titan Company Ltd. 28-oct-25 | Consumer Discretionary | -0.71% | ₹-9.49 Cr |
| Titan Company Ltd. 28-oct-25 | Consumer Discretionary | -0.71% | ₹-9.49 Cr |
| Rec Ltd. 28-aug-25 | Financial | -0.71% | ₹-9.80 Cr |
| Bharti Airtel Ltd. 28-oct-25 | Technology | -0.76% | ₹-10.24 Cr |
| Bharti Airtel Ltd. 28-oct-25 | Technology | -0.76% | ₹-10.24 Cr |
| Adaniports_(28/08/2025) | Industrials | -0.81% | ₹-11.09 Cr |
| Adani Ports And Special Economic Zone Ltd. 28-oct-25 | Industrials | -0.84% | ₹-11.33 Cr |
| Adani Ports And Special Economic Zone Ltd. 28-oct-25 | Industrials | -0.84% | ₹-11.33 Cr |
| Eternal_28/08/2025 | Technology | -0.97% | ₹-13.29 Cr |
| Eternal Limited-28-oct-2025 | Technology | -1.05% | ₹-14.07 Cr |
| Eternal Limited-28-oct-2025 | Technology | -1.05% | ₹-14.07 Cr |
| Bhartiartl_(28/08/2025) | Technology | -1.04% | ₹-14.24 Cr |
| Tata Power Company Limited_28/08/2025 | Energy & Utilities | -1.12% | ₹-15.42 Cr |
| Patanjali Foods Ltd. 28-oct-25 | Consumer Staples | -1.36% | ₹-18.24 Cr |
| Patanjali Foods Ltd. 28-oct-25 | Consumer Staples | -1.36% | ₹-18.24 Cr |
| Net Payables | Unspecified | -3.12% | ₹-42.80 Cr |
View More
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Balanced Advantage Direct-growth |
₹85.57 | 14.46% | 15.34% | - |
| Aditya Birla Sun Life Balanced Advantage Fund Direct-growth |
₹123.61 | 14.71% | 15.10% | - |
| ICICI Prudential Balanced Advantage-growth |
₹76.59 | 13.76% | 14.63% | - |
| Aditya Birla Sun Life Balanced Advantage Fund Regular-growth |
₹108.60 | 13.42% | 13.75% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Union Balanced Advantage Fund Regular-idcw
What is the current AUM of Union Balanced Advantage Fund Regular-idcw?
As of Thu Jul 31, 2025, Union Balanced Advantage Fund Regular-idcw manages assets worth ₹1,371.6 crore
How has Union Balanced Advantage Fund Regular-idcw performed recently?
- 3 Months: 0.64%
- 6 Months: 9.40%
What is the long-term performance of Union Balanced Advantage Fund Regular-idcw?
- 3 Years CAGR: 10.76%
- 5 Years CAGR: 10.35%
- Since Inception: 9.64%
What is the portfolio composition of Union Balanced Advantage Fund Regular-idcw?
Equity: 58.94%, Debt: 24.51%, Others: 16.55%.
Who manages Union Balanced Advantage Fund Regular-idcw?
Union Balanced Advantage Fund Regular-idcw is managed by Parijat Agrawal from Union Mutual Fund.
When was the last dividend declared by Union Balanced Advantage Fund Regular-idcw?
Latest dividend was declared on 01 Oct 2025 at 1.70% of face value.
What is the market-cap allocation of Union Balanced Advantage Fund Regular-idcw?
Large Cap: 78.71%, Mid Cap: 13.20%, Small Cap: 8.09%.
Which are the top companies Union Balanced Advantage Fund Regular-idcw has invested in?
- Cash Margin – 11.05% of the fund's portfolio
- Cash Margin – 10.07% of the fund's portfolio
- Cash Margin – 10.07% of the fund's portfolio
- Repo – 7.15% of the fund's portfolio
- Nifty Index 28-Aug-25 – 6.02% of the fund's portfolio
Which are the major sectors Union Balanced Advantage Fund Regular-idcw focuses on?
- Financial – 117.93% of the fund's portfolio
- Unspecified – 48.18% of the fund's portfolio
- Energy & Utilities – 25.29% of the fund's portfolio
- Technology – 23.02% of the fund's portfolio
- Consumer Discretionary – 21.42% of the fund's portfolio
View more FAQ's
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Past performance may not be indicative of future results.
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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
