Union Income Plus Arbitrage Active FOF - Growth - Regular Plan

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  • Net Change on 23-07-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Composite Bond Index N/A N/A N/A N/A N/A N/A
Nifty 50 Arbitrage - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Asset Allocator Fund (FOF) - Growth Dec 18, 2003 9.45 15.05 15.79 1.25 26,858.09
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Aug 09, 2004 7.88 20.37 20.57 1.01 1,859.89
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth Oct 31, 2003 5.98 14.85 18.87 1.38 1,324.89
DSP Income Plus Arbitrage Fund of Fund - Regular Plan - Growth Aug 21, 2014 8.32 10.11 7.72 0.99 1,038.19
HDFC Income Plus Arbitrage Active FOF - Regular Growth Feb 06, 2012 1.27 13.94 15.89 0.42 992.87

Fund Holdings as on 30-June-2025

  • Union Arbitrage Fund-Growth-Direct

  • Union Corporate Bond Fund-Growth-Direct

  • Union Gilt Fund - Direct Plan - Growth

  • TREPS

  • Net Receivable / Payable

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  • Miscellaneous

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Fund Manager

  • Cash

  • MFU

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About Union Income Plus Arbitrage Active FOF

Scheme Analysis

Union Income Plus Arbitrage Active FOF is a FoFs (Domestic) - Hybrid fund and belongs to Union Mutual Fund. It was launched on 12-Jun-2025 and currently has an AUM of ₹184.70 crore. Union Income Plus Arbitrage Active FOF is benchmarked against CRISIL Composite Bond Index as primary index and Nifty 50 Arbitrage - TRI as secondary index.

The NAV of Union Income Plus Arbitrage Active FOF ended down ₹0(0%)yesterday to ₹10.0447.

Among its top 3 holdings the fund has exposure to Union Arbitrage Fund-Growth-Direct, and

The Union Income Plus Arbitrage Active FOF is managed by Anindya Sarkar and Vishal Thakker.

Fund House Contact

Unit 503, 5 Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059

022-6748 3300
022- 6748 3400/3401/3402