Union Arbitrage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Arbitrage Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹220 Cr
N/A
2.17
0.25% if units are redeemed or switched out on or before completion of 1 month from the date of allotment of units. Nil - if units are redeemed or switched out after completion of 1 month from the date of allotment of units.
Nifty 50 Arbitrage
Union Arbitrage Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.61 | -1.45 | 1.13 |
| 6M | 2.97 | 0.85 | 3.86 |
| 1Y | 5.98 | 2.70 | 7.70 |
| 3Y | 6.53 | 12.97 | 24.02 |
Portfolio Analysis
- Equity: 70.55%
- Debt: 29.42%
- Others
About Fund Union Arbitrage Fund Growth
Union Arbitrage Fund Growth managed by Union Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹220 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 2.17. Under the expert guidance of Vishal Thakker ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Vishal Thakker
Mr. Thakker holds Master Finance Management. He has over 8 years of experience in equity & derivative dealing functions. Prior to his appointment as a Co-Fund Manager, he has been associated with Union Asset Management Company Private Limited as Dealer - Equity since March 2017. Prior to this, he was associated with Elara Capital as Sales Trader from February 2010 till February 2017. He has also been associated with Emkay Shares & Stock Broking as a Dealer from June 2009 - February 2010.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Mirae Asset Arbitrage Fund Growth | 3 | 3,571 CR | 3.34 |
| Nippon India Arbitrage Fund Growth | 2 | 17,215 CR | 2.03 |
| Union Arbitrage Fund Growth | 2 | 219 CR | 2.17 |
| HDFC Arbitrage Fund - Growth | 0 | 25,084 CR | 2.04 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Arbitrage Fund Growth | 5.9024 | 20.7913 |
| This FundNippon India Arbitrage Fund Growth | 5.9339 | 20.8586 |
| This FundUnion Arbitrage Fund Growth | 5.9823 | 20.8856 |
| This FundHDFC Arbitrage Fund - Growth | 5.8993 | 21.9022 |
Union Arbitrage Fund Growth FAQs
- 1 Month : 0.61%
- 6 Months : 2.97%
- 1 Year : 5.98%
- 3 Years : 6.53%
