Contact Us 
Union Balanced Advantage Reg-G
Investment details
-
Min SIP amount
₹ 500
-
Min Lumpsum
₹ 1000
-
Lock In
0
-
Expense ratio
2.16%
-
Exit load
1% Exit load of 1%, if redeemed within 15 days.
L After 365 days
Fund details
View Fund Documents-
Fund size
₹ 1,371 Cr
-
Plan
REGULAR
-
Launch date
7 Dec 2017
-
Fund type
OPEN
-
Fund benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
-
ISIN
INF582M01DI0
Risk Associated
Very High
- Investors be aware that principal under this fund will be at Very High risk.
- This product is suitable for investors who are seeking capital appreciation over long term
About AMC
View All Mutual Funds-
Funds Offered
31
-
AUM
₹ 26,977 Cr
-
Website
About
Union Mutual Fund is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. Union Bank of India is one of the leading public sector banks in India. The Bank has a network of about 4287 domestic branches. Union Bank of India is the first large public sector bank in the country to have implemented 100% networking of branches. Dai-ichi Life is a financial services holding company engaged in carrying out both insurance and asset management businesses through various subsidiaries and affiliated companies. Over the past 10 years, Dai-ichi Life has expanded its business globally.
Fund Manager
View All Mutual Funds-
Funds Offered
10
-
AUM
₹ 11,315 Cr
-
Highest Return
12.47%
About
Parijat Agrawal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
Frequently Asked Questions
View AllWhat is the current NAV of Union Balanced Advantage Reg-G?
The current NAV of Union Balanced Advantage Reg-G is ₹ 20.53
How much does Union Balanced Advantage Reg-G charge as expense ratio?
The expense ratio of Union Balanced Advantage Reg-G is 2.16%
How to Redeem Union Balanced Advantage Reg-G Regular Growth?
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
What are the steps to invest in Union Balanced Advantage Reg-G?
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
Can I invest in Union Balanced Advantage Reg-G through both SIP and lump sum?
You can invest in Both SIP & Lumpsum in Union Balanced Advantage Reg-G based on your investment objective and risk profile.
What is the return of Union Balanced Advantage Reg-G?
For Union Balanced Advantage Reg-G, 3-year return is 10.04% per annum and 5-year return is 8.61% per annum. Check the return performance in detail on the page.
What is the lock-in period in Union Balanced Advantage Reg-G?
The lock-in-period of Union Balanced Advantage Reg-G is 0 years.
How to Start your Investing journey on Tata Moneyfy?
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Create account
Register your mobile number and email ID with Moneyfy
Complete KYC
Set up your account and update your KYC details
Start investing
Once we verify your KYC details, you’re ready to start investing!
Scan the QR code to download the app
Similar Mutual Funds
Min. Investment
Rs.250.0
Fund Size
Rs.284.08 Cr
Fund Manager
Abhiroop Mukherjee
NAV
10.23
Min Investment
₹250.0
Fund Size
₹284.08 cr
Fund Manager
Abhiroop Mukherjee
Min. Investment
Rs.99.0
Fund Size
Rs.2003.13 Cr
Fund Manager
Mahendra Kumar Jajoo
NAV
14.42
Min Investment
₹99.0
Fund Size
₹2003.13 cr
Fund Manager
Mahendra Kumar Jajoo
Min. Investment
Rs.1000.0
Fund Size
Rs.1371.48 Cr
Fund Manager
Suman Prasad
NAV
10.4
Min Investment
₹1000.0
Fund Size
₹1371.48 cr
Fund Manager
Suman Prasad
Min. Investment
Rs.500.0
Fund Size
Rs.1121.27 Cr
Fund Manager
Amit Ganatra
NAV
54.47
Min Investment
₹500.0
Fund Size
₹1121.27 cr
Fund Manager
Amit Ganatra
Min. Investment
Rs.1000.0
Fund Size
Rs.1103.57 Cr
Fund Manager
Sanjeev Sharma
NAV
16.46
Min Investment
₹1000.0
Fund Size
₹1103.57 cr
Fund Manager
Sanjeev Sharma
Min. Investment
Rs.500.0
Fund Size
Rs.1346.96 Cr
Fund Manager
Nimesh Chandan
NAV
11.65
Min Investment
₹500.0
Fund Size
₹1346.96 cr
Fund Manager
Nimesh Chandan
Min. Investment
Rs.100.0
Fund Size
Rs.9857.07 Cr
Fund Manager
Sailesh Jain
NAV
20.84
Min Investment
₹100.0
Fund Size
₹9857.07 cr
Fund Manager
Sailesh Jain
Min. Investment
Rs.100.0
Fund Size
Rs.2323.73 Cr
Fund Manager
Sachin Relekar
NAV
24.74
Min Investment
₹100.0
Fund Size
₹2323.73 cr
Fund Manager
Sachin Relekar
Min. Investment
Rs.100.0
Fund Size
Rs.69867.93 Cr
Fund Manager
Sankaran Naren
NAV
77.1
Min Investment
₹100.0
Fund Size
₹69867.93 cr
Fund Manager
Sankaran Naren
Min. Investment
Rs.100.0
Fund Size
Rs.3810.49 Cr
Fund Manager
R Sivakumar
NAV
21.49
Min Investment
₹100.0
Fund Size
₹3810.49 cr
Fund Manager
R Sivakumar
Min. Investment
Rs.100.0
Fund Size
Rs.1753.56 Cr
Fund Manager
Ravi Gopalakrishnan
NAV
35.84
Min Investment
₹100.0
Fund Size
₹1753.56 cr
Fund Manager
Ravi Gopalakrishnan
Min. Investment
Rs.100.0
Fund Size
Rs.1247.87 Cr
Fund Manager
-
NAV
14.63
Min Investment
₹100.0
Fund Size
₹1247.87 cr
Fund Manager
-
Min. Investment
Rs.500.0
Fund Size
Rs.934.52 Cr
Fund Manager
Rahul Pal
NAV
14.46
Min Investment
₹500.0
Fund Size
₹934.52 cr
Fund Manager
Rahul Pal
Min. Investment
Rs.500.0
Fund Size
Rs.1591.48 Cr
Fund Manager
Ritesh Jain
NAV
43.68
Min Investment
₹500.0
Fund Size
₹1591.48 cr
Fund Manager
Ritesh Jain
Min. Investment
Rs.100.0
Fund Size
Rs.13411.4 Cr
Fund Manager
Bhavesh Jain
NAV
52.03
Min Investment
₹100.0
Fund Size
₹13411.4 cr
Fund Manager
Bhavesh Jain
Min. Investment
Rs.500.0
Fund Size
Rs.1370.71 Cr
Fund Manager
Parijat Agrawal
NAV
20.53
Min Investment
₹500.0
Fund Size
₹1370.71 cr
Fund Manager
Parijat Agrawal
Min. Investment
Rs.100.0
Fund Size
Rs.107971.2 Cr
Fund Manager
Anil Bamboli
NAV
529.18
Min Investment
₹100.0
Fund Size
₹107971.2 cr
Fund Manager
Anil Bamboli
Min. Investment
Rs.100.0
Fund Size
Rs.3689.72 Cr
Fund Manager
Laukik Bagwe
NAV
28.37
Min Investment
₹100.0
Fund Size
₹3689.72 cr
Fund Manager
Laukik Bagwe
Min. Investment
Rs.1000.0
Fund Size
Rs.145.05 Cr
Fund Manager
Alok Singh
NAV
25.64
Min Investment
₹1000.0
Fund Size
₹145.05 cr
Fund Manager
Alok Singh
Min. Investment
Rs.100.0
Fund Size
Rs.17959.16 Cr
Fund Manager
Abhishek Bisen
NAV
20.85
Min Investment
₹100.0
Fund Size
₹17959.16 cr
Fund Manager
Abhishek Bisen
Min. Investment
Rs.100.0
Fund Size
Rs.2093.36 Cr
Fund Manager
Piyush Baranwal
NAV
14.59
Min Investment
₹100.0
Fund Size
₹2093.36 cr
Fund Manager
Piyush Baranwal
Min. Investment
Rs.250.0
Fund Size
Rs.4696.84 Cr
Fund Manager
Prashant R Pimple
NAV
24.92
Min Investment
₹250.0
Fund Size
₹4696.84 cr
Fund Manager
Prashant R Pimple
Min. Investment
Rs.200.0
Fund Size
Rs.756.4 Cr
Fund Manager
Yogesh Patil
NAV
13.63
Min Investment
₹200.0
Fund Size
₹756.4 cr
Fund Manager
Yogesh Patil
Min. Investment
Rs.500.0
Fund Size
Rs.3190.94 Cr
Fund Manager
Anurag Mittal
NAV
12.98
Min Investment
₹500.0
Fund Size
₹3190.94 cr
Fund Manager
Anurag Mittal
Min. Investment
Rs.1000.0
Fund Size
Rs.2704.76 Cr
Fund Manager
Rajeev Thakkar
NAV
11.42
Min Investment
₹1000.0
Fund Size
₹2704.76 cr
Fund Manager
Rajeev Thakkar
Min. Investment
Rs.100.0
Fund Size
Rs.8799.67 Cr
Fund Manager
Lovelish Solanki
NAV
109.31
Min Investment
₹100.0
Fund Size
₹8799.67 cr
Fund Manager
Lovelish Solanki
Min. Investment
Rs.250.0
Fund Size
Rs.39337.41 Cr
Fund Manager
Dinesh Ahuja
NAV
15.98
Min Investment
₹250.0
Fund Size
₹39337.41 cr
Fund Manager
Dinesh Ahuja
Min. Investment
Rs.500.0
Fund Size
Rs.2876.82 Cr
Fund Manager
Sachin Padwal-Desai
NAV
14.51
Min Investment
₹500.0
Fund Size
₹2876.82 cr
Fund Manager
Sachin Padwal-Desai
Min. Investment
Rs.500.0
Fund Size
Rs.936.52 Cr
Fund Manager
Santosh Singh
NAV
19.61
Min Investment
₹500.0
Fund Size
₹936.52 cr
Fund Manager
Santosh Singh
Min. Investment
Rs.100.0
Fund Size
Rs.9748.77 Cr
Fund Manager
Manish Gunwani
NAV
180.09
Min Investment
₹100.0
Fund Size
₹9748.77 cr
Fund Manager
Manish Gunwani
Click the “Allow” button to receive notifications
Stay updated
We're constantly crafting offers and deals for you. Get delivered straight to your device through website notifications.
All you have to do is click on “Allow”.
Fund added to your watchlist
Now keep a track on your favourite fund
Fund is already added to watchlist
Go to the watchlist page to remove a fund from the list.
Are you sure you want to logout?
Compare funds from watchlist
No funds are added to watchlist
Add your favourate funds to watchlist to keep them handy
Compare funds from watchlist
Funds Added to Compare 00/03 00/02
Compare funds from portfolio
No funds are added to portfolio
Add your favourate funds to portfolio to keep them handy
Compare funds from portfolio
Funds Added to Compare 00/03 00/02
Beware of Frauds!
-
Trust the links that start from https://www.tatacapitalmoneyfy.com
-
Do not make payments
in any individual’s bank accounts. -
Reach our Customer Care moneyfycare@tatacapital.com for assistance
For any assistance, contact our customer support
Login To
Hassle free registration &
KYC journey
Identify Top Mutual Funds
Invest & Track
your Investment Portfolio
Download the Moneyfy App
Start an SIP in minutes by signing up with the Tata Capital Moneyfy App. We are your one stop shop for all things investment.
SMS sent succesfullyScan QR to download the App
