Union Income Plus Arbitrage Active FOF Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Income Plus Arbitrage Active FOF Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹55 Cr
N/A
0.58
Nil
NIFTY Composite Debt Index
Union Income Plus Arbitrage Active FOF Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.10 | -0.27 | 17.42 |
| 6M | 2.14 | 1.65 | 17.49 |
| 1Y | 3.45 | 3.08 | 47.12 |
| 3Y | 0.00 | 13.41 | 192.59 |
Portfolio Analysis
- Equity: 28.60%
- Debt:
- Others
About Fund Union Income Plus Arbitrage Active FOF Growth
Union Income Plus Arbitrage Active FOF Growth managed by Union Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹55 Crore. The fund benchmarks its performance against the NIFTY Composite Debt Index while maintaining an expense ratio of 0.58. 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 |
|---|---|---|---|
| SBI Nifty200 Value 30 ETF FOF Growth | 0 | 0 CR | |
| JioBlackRock Income Plus Arbitrage Omni FOF Growth | 0 | 0 CR | |
| Union Income Plus Arbitrage Active FOF Growth | 0 | 55 CR | 0.58 |
| HSBC Global Equity Climate Change Fund of Fund Growth | 0 | 54 CR | 1.43 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Nifty200 Value 30 ETF FOF Growth | 0 | 0 |
| This FundJioBlackRock Income Plus Arbitrage Omni FOF Growth | 0 | 0 |
| This FundUnion Income Plus Arbitrage Active FOF Growth | 3.4494 | 0 |
| This FundHSBC Global Equity Climate Change Fund of Fund Growth | 21.1687 | 35.74 |
Union Income Plus Arbitrage Active FOF Growth FAQs
- 1 Month : -0.10%
- 6 Months : 2.14%
- 1 Year : 3.45%
- 3 Years : 0.00%
