MFLens
Trailing returns lie. Rolling data doesn’t.Union Balanced Advantage Fund
Balanced AdvantageUnion Mutual Fund
AVERAGE QUALITY52/100
Ranks #17 of 25 Balanced Advantage funds
Consistency Score
71.3%
3Y rolling
Sharpe Ratio
0.63
3Y
Alpha
2.14%
vs benchmark · 3Y
CAGR
11.95%
3Y annualised
Full analysis at mflens.in
2 November 2026
Past performance does not guarantee future returns. Data via MFLens rolling analysis.