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Union Income Plus Arbitrage Active FOF - Regular Plan - Growth Option

Union · Arbitrage
Low
₹10.51
Current NAV
06 Nov 2026
4.0%
1Y Return
5.5%
3Y CAGR
6.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.55).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.55
Sharpe Ratio
0.75
Beta
6.55
Alpha
0.63
Sortino
Fund Details
Fund House Union
Category Arbitrage
AUM ₹600 Cr
Expense Ratio 1.15%
Min SIP ₹500
Min Lumpsum ₹1000
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