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
₹221 Cr
N/A
2.14
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 | 0.51 | -1.67 | 1.13 |
| 6M | 2.93 | 2.57 | 3.86 |
| 1Y | 6.06 | 3.04 | 7.73 |
| 3Y | 6.58 | 10.55 | 24.18 |
Portfolio Analysis
- Equity: 73.99%
- Debt: 26.01%
- 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 ₹221 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 2.14. 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 |
|---|---|---|---|
| HSBC Arbitrage Fund Growth | 2 | 3,288 CR | 2.09 |
| Nippon India Arbitrage Fund Growth | 2 | 17,532 CR | 2.06 |
| Union Arbitrage Fund Growth | 2 | 220 CR | 2.14 |
| HDFC Arbitrage Fund - Growth | 0 | 25,084 CR | 2.11 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Arbitrage Fund Growth | 6.0757 | 20.9898 |
| This FundNippon India Arbitrage Fund Growth | 6.0396 | 21.0536 |
| This FundUnion Arbitrage Fund Growth | 6.0575 | 21.057 |
| This FundHDFC Arbitrage Fund - Growth | 5.8993 | 21.9022 |
Union Arbitrage Fund Growth FAQs
- 1 Month : 0.51%
- 6 Months : 2.93%
- 1 Year : 6.06%
- 3 Years : 6.58%
