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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹65 Cr

Lock In Period

N/A

Expense Ratio

0.61

Benchmark

NIFTY Composite Debt Index

Exit Load

Nil

Summary

Latest details for Union Income Plus Arbitrage Active FOF Growth include a ₹10.2346 NAV as of May 12,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Income Plus Arbitrage Active FOF Growth AUM is ₹65 Cr, with a lock-in of N/A years, expense ratio of 0.61%, and benchmark NIFTY Composite Debt Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.16% returns, against a category average of -0.45% and a category best of 30.71%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.16-0.4530.71
6M1.280.9963.34
1Y0.004.94159.51
3Y0.0012.81263.11

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. Union Arbitrage Fund - Direct-Growth40.80%
2. Union Corporate Bond Fund-Direct-Growth35.31%
3. Union Gilt Fund - Direct Plan - Growth22.18%
4. TREPS1.73%
5. Net Receivable / Payable-0.02%

About Fund

Union Income Plus Arbitrage Active FOF Growth managed by Union Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹65 Crore. The fund benchmarks its performance against the NIFTY Composite Debt Index while maintaining an expense ratio of 0.61. 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 NameRatingsAUMExpense Ratio
This FundMirae Asset Nifty 200 Alpha 30 ETF Fund of Fund Growth0162.03 CR0.63
This FundEdelweiss Income Plus Arbitrage Omni Fund of Funds Growth0215.38 CR0.13
This FundUnion Income Plus Arbitrage Active FOF Growth065.49 CR0.61
This FundHDFC Silver ETF Fund of Fund Growth04112.31 CR0.55
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth52067.54 CR0.45
Fund Name1Y3Y
This FundMirae Asset Nifty 200 Alpha 30 ETF Fund of Fund Growth9.89120
This FundEdelweiss Income Plus Arbitrage Omni Fund of Funds Growth00
This FundUnion Income Plus Arbitrage Active FOF Growth00
This FundHDFC Silver ETF Fund of Fund Growth154.4448219.8362
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth51.8055258.899

FAQs

Union Income Plus Arbitrage Active FOF Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Union Income Plus Arbitrage Active FOF Growth is 0.61. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Income Plus Arbitrage Active FOF Growth’s fund performance is as follows:
  • 1 Month : 0.16%
  • 6 Months : 1.28%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Union Income Plus Arbitrage Active FOF Growth are updated daily based on NAV of ₹ 10.2346 as on May 12,2026. Since inception, the return has been 0.00%.

You can invest in Union Income Plus Arbitrage Active FOF Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Union Income Plus Arbitrage Active FOF Growth is ₹65 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Income Plus Arbitrage Active FOF Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500