Union Income Plus Arbitrage Active FOF - Regular Plan - Growth Option
Fund House: Union Mutual Fund| Category: Fund of Funds-Income Plus Arbitrage |
| Launch Date: 16-06-2025 |
| Asset Class: Debt |
| Benchmark: NIFTY Composite Debt Index (60), NIFTY 50 Arbitrage TRI (40) |
| TER: 0.62% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: - |
| Turn over: - | Exit Load: NIL |
10.0779
0.01 (0.0943%)
1.02%
Benchmark: 7.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Income Plus Arbitrage TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Union Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 16-06-2025 | - | - | - | - | - |
| Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth | 13-09-2004 | 7.37 | 7.73 | 7.31 | 5.75 | 7.02 |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 7.12 | 8.56 | 7.91 | 6.6 | - |
| Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option | 01-12-2006 | 6.83 | 7.8 | 7.41 | 6.08 | 6.76 |
| Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth | 17-11-2022 | 6.77 | 8.33 | - | - | - |
| DSP Income Plus Arbitrage Omni FoF - Regular Plan - Growth | 21-08-2014 | 6.0 | 13.72 | 12.1 | 7.71 | 7.82 |
| ICICI Prudential Income plus Arbitrage Active FOF - Growth | 18-12-2003 | 5.36 | 10.27 | 11.82 | 10.98 | 8.77 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 4.9 | 7.88 | 7.63 | 6.23 | 6.3 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | -0.8 | 9.57 | 13.13 | 14.88 | 11.34 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
