Union Income Plus Arbitrage Active FoF
Current Fund Size :
N.A.
₹10.06
NAV
0.88%
Overall Return
0.05%
1-Day Change
0.12%
Expense Ratio
₹ 166 Cr
AUM (Fund Size)
4+ mos
Fund Age
Investment Policy
Benchmark
NA
Risk Level
Moderate Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
LTCG (After 1 Year)
Age of Fund
4 m since May 22, 2025
Current Value (Example)
N.A.
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Union Income Plus Arbitrage Active FoF | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 166 Cr | 4 m | 0.12% |
| 2 | Axis Income Plus Arbitrage Active FoF | 7.24% | 8.22% | 6.95% | 1.87 | N.A. | 0.70 | 1.24 | 1,555 Cr | 5 yrs 8 m | 0.05% |
| 3 | Bandhan Income Plus Arbitrage Active FoF | 7.55% | 7.68% | 6.14% | 0.96 | N.A. | 0.97 | 1.66 | 1,399 Cr | 12 yrs 8 m | 0.04% |
| 4 | ICICI Prudential Income Plus Arbitrage Active FoF | 5.32% | 12.42% | 11.7% | 3.19 | N.A. | 1.63 | 3.22 | 1,631 Cr | 12 yrs 8 m | 0.03% |
| 5 | HSBC Income Plus Arbitrage Active FoF | 5.0% | 8.31% | 7.04% | 1.98 | N.A. | 0.64 | 0.98 | 612 Cr | 11 yrs 5 m | 0.09% |
| 6 | HDFC Income Plus Arbitrage Active FoF | -1.27% | 14.0% | 15.81% | 6.06 | N.A. | 1.04 | 1.55 | 1,618 Cr | 12 yrs 8 m | 0.07% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.82% | 0.59% |
| 2 | 3 Months | 0.82% | 1.21% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Union Corporate Bond Fund | 525 Cr | 8.08% | View Detail | |
| 2 | Union Money Market Fund | 174 Cr | 7.44% | View Detail | |
| 3 | Union Gilt Fund | 141 Cr | 3.51% | View Detail | |
| 4 | Union Liquid Fund | 5,784 Cr | 6.89% | View Detail | |
| 5 | Union Dynamic Bond Fund | 106 Cr | 4.4% | View Detail | |
| 6 | Union Overnight Fund | 445 Cr | 6.09% | View Detail |
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