MFLens
Trailing returns lie. Rolling data doesn’t.Union Balanced Advantage Fund
Balanced AdvantageUnion Mutual Fund
AVERAGE QUALITY53/100
Ranks #16 of 25 Balanced Advantage funds
Track Record
73.8%
3Y rolling
Sharpe Ratio
0.66
3Y
Alpha
2.32%
vs benchmark · 3Y
CAGR
12.16%
3Y annualised
Full analysis at mflens.in
1 August 2026
Past performance does not guarantee future returns. Data via MFLens rolling analysis.