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Union Income Plus Arbitrage Active FOF Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Union Income Plus Arbitrage Active FOF Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹64 Cr

Lock In Period

N/A

Expense Ratio

0.58

Exit Load

Nil

Benchmark

NIFTY Composite Debt Index

Union Income Plus Arbitrage Active FOF Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.07-1.2713.12
6M2.570.8328.26
1Y4.133.79106.26
3Y0.009.91206.65

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-05-31
View allocation % by

1. Union Corporate Bond Fund-Direct-Growth38.62%
2. Union Arbitrage Fund - Direct-Growth38.34%
3. Union Gilt Fund - Direct Plan - Growth19.22%
4. TREPS3.95%
5. Net Receivable / Payable-0.13%

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 ₹64 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 NameRatingsAUMExpense Ratio
Kotak Gold Silver Passive FoF Growth01128.04 CR0.53
Baroda BNP Paribas Gold ETF Fund of Funds Growth0205.66 CR0.49
Union Income Plus Arbitrage Active FOF Growth064 CR0.58
Mirae Asset NYSE FANG + ETF Fund of Fund Growth52605.34 CR0.35
UTI Silver ETF Fund of Fund Growth0664.61 CR0.45
Fund Name1Y3Y
This FundKotak Gold Silver Passive FoF Growth00
This FundBaroda BNP Paribas Gold ETF Fund of Funds Growth00
This FundUnion Income Plus Arbitrage Active FOF Growth4.12760
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth27.4199203.0919
This FundUTI Silver ETF Fund of Fund Growth103.2263203.265

Union Income Plus Arbitrage Active FOF Growth 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 0.58. 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 : 1.07%
  • 6 Months : 2.57%
  • 1 Year : 4.13%
  • 3 Years : 0.00%
Returns of Union Income Plus Arbitrage Active FOF Growth are updated daily based on NAV of ₹ 10.4294 as on Jul 10,2026. 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 ₹64 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.