Return
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- 6M
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- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹92 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 ₹10.1248 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Income Plus Arbitrage Active FOF Growth AUM is ₹92 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 -0.84% returns, against a category average of -1.46% and a category best of 8.20%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.84 | -1.46 | 8.20 |
| 6M | 0.93 | 1.14 | 61.67 |
| 1Y | 0.00 | 4.46 | 130.98 |
| 3Y | 0.00 | 10.88 | 217.30 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-02-28
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About Fund
Union Income Plus Arbitrage Active FOF Growth managed by Union Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹92 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life US Treasury 1-3 Year Bonds ETFs Passive FOF Growth | 0 | 81.3 CR | 0.2 |
| This FundMotilal Oswal Diversified Equity Flexicap Passive Fund of Funds Growth | 0 | 30.26 CR | 0.57 |
| This FundUnion Income Plus Arbitrage Active FOF Growth | 0 | 91.74 CR | 0.61 |
| This FundHDFC Silver ETF Fund of Fund Growth | 0 | 4734.74 CR | 0.55 |
| This FundAxis Silver Fund of Fund Growth | 0 | 1253.35 CR | 0.69 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life US Treasury 1-3 Year Bonds ETFs Passive FOF Growth | 12.9613 | 0 |
| This FundMotilal Oswal Diversified Equity Flexicap Passive Fund of Funds Growth | 0 | 0 |
| This FundUnion Income Plus Arbitrage Active FOF Growth | 0 | 0 |
| This FundHDFC Silver ETF Fund of Fund Growth | 128.9287 | 211.5401 |
| This FundAxis Silver Fund of Fund Growth | 126.0318 | 212.4892 |
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 : -0.84%
- 6 Months : 0.93%
- 1 Year : 0.00%
- 3 Years : 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 ₹92 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