All Funds
BalancedUnion Mutual Fund

Union KBC Asset Allocation Fund - Conservative Plan - Direct Plan - Growth Option

10.9611 0.0050 (0.05%)

Scheme Type

Open Ended Schemes

Category

Balanced

Fund House

Union Mutual Fund

ISIN

N/A

Data Points

421 NAV records

NAV as of 01-10-2014

NAV History

+10.62%

365 data points · Period:1Y

Returns

CAGR

1M

+10.53%

3M

+9.00%

6M

+9.85%

1Y

+11.75%

3Y

5Y

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,062

+10.6%

3Y Ago

5Y Ago

Past performance ≠ future results

Fund Analytics

Metrics not yet computed. Data will appear after the next sync cycle.

vs Nifty 50

Nifty BeES ETF

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Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

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₹500₹1L
Period
Return (%)

Invested

₹3,00,000

Wealth Gained

₹1,01,235

Total Value

₹4,01,235

*Based on historical CAGR. Projections are illustrative, not guaranteed