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
72.5%
3Y rolling
Sharpe Ratio
0.65
3Y
Alpha
2.23%
vs benchmark · 3Y
CAGR
12.08%
3Y annualised
Full analysis at mflens.in
15 September 2026
Past performance does not guarantee future returns. Data via MFLens rolling analysis.