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Union Arbitrage Fund - Regular Plan - Growth Option

Union · Arbitrage
Low
₹15.16
Current NAV
06 Nov 2026
6.1%
1Y Return
6.6%
3Y CAGR
6.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.38).
  • 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
1.88
Sharpe Ratio
0.58
Beta
2.38
Alpha
2.41
Sortino
Fund Details
Fund House Union
Category Arbitrage
AUM ₹1430 Cr
Expense Ratio 1.38%
Min SIP ₹500
Min Lumpsum ₹1000
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