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Union Arbitrage Fund - Direct Plan - Growth Option

Union · Arbitrage
Low
₹15.82
Current NAV
06 Nov 2026
6.7%
1Y Return
7.2%
3Y CAGR
6.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.78%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.88
Sharpe Ratio
1.08
Beta
0.88
Alpha
1.04
Sortino
Fund Details
Fund House Union
Category Arbitrage
AUM ₹5430 Cr
Expense Ratio 0.78%
Min SIP ₹500
Min Lumpsum ₹1000
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