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Union Mutual Fund · Fund of Funds-Income Plus Arbitrage
Union Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
The objective of the Scheme is to provide income over medium to long term by investing in units of Arbitrage Fund and Debt Funds. However, there is no assurance that the investment objective of the Scheme will be achieved.
DebtBenchmark · NIFTY Composite Debt Index (60), NIFTY 50 Arbitrage TRI (40)TER · 0.58%Inception · 16-06-2025
NAV
₹10.24
+0.06% · as of 14-05-2026
Since inception
2.64%
CAGR
Benchmark (inception)
7.29%
CAGR
Fund size
₹1 Cr
AUM
Expense ratio
0.58%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +2.64% CAGR vs benchmark +7.29%.
Portfolio
Where the money is invested
Top holdings
Union Arbitrage Fund-Direct Plan-Growth40.80%
Union Corporate Bond Fund-Direct Plan-Growth35.31%
Union Gilt Fund - Direct Plan - Growth22.18%
TREPS1.73%
Net Receivable / Payable-0.02%
Sector allocation
Not available.
Riskometer
LowVery High
Moderate
What if you'd SIP'd here?
@ 2.6% p.a.₹10,000
10 years
Projected value
₹13,74,611
Invested: ₹12,00,000
Gained: ₹1,74,611
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
V
Vishal Thakker, Anindya Sarkar, Shrenuj Parekh
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153573
ISIN (Growth)
INF582M01LB8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Fund of Funds-Income Plus Arbitrage funds
Franklin India Income Plus Arbitrage Active FOF Gr
₹21.96
1Y
+6.5%
3Y
+12.8%
5Y
+12.1%
ICICI Pru Income Plus Arbitrage Omni FOF Gr
₹65.40
1Y
+5.7%
3Y
+10.5%
5Y
+9.5%
Bandhan Income Plus Arbitrage Active FOF Reg Plan Gr
₹45.70
1Y
+5.2%
3Y
+6.8%
5Y
+5.7%
Kotak Income Plus Arbitrage Omni FOF Reg Plan Gr
₹12.87
1Y
+5.1%
3Y
+7.5%
5Y
+0.0%
Axis Income Plus Arbitrage Active FOF Reg Gr
₹15.06
1Y
+5.0%
3Y
+7.2%
5Y
+6.3%
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