Union Income Plus Arbitrage Active FoF IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Income Plus Arbitrage Active FoF IDCW Reinvest Direct Plan

NAV
₹10.1342
-0.01%
(20 Oct)
AUM
158 Cr
TER
0.12%
Risk
Low to Moderate Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+80.3%
+80.3%
+74.7%
+74.7%
NA
3Y
+42.0%
+42.0%
+39.0%
+39.0%
NA
5Y
NA
NA
NA
NA
NA
ALL
+29.1%
+29.1%
+37.3%
+37.3%
+1.4%
VOL
23.2%
23.2%
17.3%
17.3%
1.4%
TER
0.8%
0.8%
0.2%
0.2%
0.1%
AUM
₹1,854 Cr
₹1,854 Cr
₹850 Cr
₹850 Cr
₹158 Cr
INFO
1.26
1.26
2.16
2.16
0.95
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Income Plus Arbitrage Active FoF IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Union Corporate Bond Fund Dir Gr
40.5%
Union Arbitrage Dir Gr
38.1%
Union Gilt Dir Gr
19.0%
Treps
2.6%
Net Receivable / Payable
0.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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.
Fund manager(s)
Anindya Sarkar
Vishal Thakker
Shrenuj Parekh

FAQs