Union Income Plus Arbitrage Active FoF · Regular · Growth
NAV
₹10.4256
as of 31 Jul 2026
Expense Ratio
0.61%
AUM
₹65 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.89%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.75%
SIP returns (XIRR)
- 1Y
- +4.83%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.67%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-1.60
Sharpe Ratio
-0.02
Alpha
0.02
Beta
-1.58
Sortino
1.54%
Std Dev
-1.06%
Max Drawdown
Portfolio Strategy
This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Union Income Plus Arbitrage Active FoF · Regular · Growth by Union Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.
About This Fund
Union Income Plus Arbitrage Active FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by Union Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹65.4 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.61%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations