HybridMulti Asset AllocationDirect · Growth
Union Multi Asset Allocation Fund- Direct Plan - Growth Option
Union · Scheme 152787
₹12.60▼ 0.24%NAV · 2026-09-18
Strong FundScore
AUM
₹997 cr
Expense ratio
1.30%
3Y CAGR
—
Risk level
Moderately High
Min SIP
₹500
Benchmark
Multi-asset composite index
Fund manager: Anindya SarkarExit load: Exit load of 1%, if redeemed within 15 days.
Strong · 74/100
A high-quality fund that scores well on the factors that matter.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 12%.
- ✓1Y return: +16.7%
- ✓Volatility: 11% annualised
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.54
- •Sortino ratio: 0.71
FundScore breakdown
74/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.