Union Balanced Advantage Fund

The Union Balanced Advantage Fund Direct-Growth represents a Dynamic Asset Allocation mutual fund initiative by Union Mutual Fund. For stock selection, it leans towards a blend of growth-driven stocks and those that offer value at a bargain. In terms of capitalisation, it doesn't bind itself to any single category, instead ensuring a judicious mix of large, mid, and small-cap stocks, aiming to tap into the potential of each segment. With its objective aimed at both growth and security, the fund seeks opportunities across the spectrum, from the stability of large-cap stocks to the growth potential inherent in small and mid-caps.

At the heart of the Union Balanced Advantage Fund is a dual goal: to achieve long-term capital appreciation and concurrently generate income. To bring this vision to fruition, the fund actively manages an equity portfolio, utilising long equities, and equity derivatives, and capitalising on arbitrage opportunities when they arise. This multi-pronged approach is designed to capture growth while also securing periodic income.

The Union Balanced Advantage Fund could be an appealing choice for a broad range of investors, particularly those with a conservative outlook desiring a more stable equity exposure. If you're considering this investment route, it is better if you hold it mid to long-term. However, while its balanced approach might appeal to the risk-averse, it's worth noting that the scheme's risk level is categorised as very high. Potential investors should weigh this when making their investment decisions.

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