- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of Union Income Plus Arbitrage Active Fof with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
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Union Income Plus Arbitrage Active Fof shown here is of
Growthplan.
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The Total Expense Ratio (TER) of the fund is
%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
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Union Income Plus Arbitrage Active Fof is an
Fund Of Fundsoriented mutual fund in the
- Domestic - Hybrid Fundcategory.
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is the benchmark for Union Income Plus Arbitrage Active Fof. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
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Name of the AMC is
Union Mutual Funds.
Click here to
know moreabout Union Mutual Funds.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Union Income Plus Arbitrage Active Fof managed by following fund manager(s);
How does the
Return Comparison of the Union Income Plus Arbitrage Active Fof fare against peer funds in the Domestic - Hybrid fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Union Income Plus Arbitrage Active Fof. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Fund Of Funds, Domestic - Hybrid fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|---|---|
| Category Best | 0.52% | 4.23% | 8.88% | 11.30% | 18.44% | 16.93% | 17.68% | 12.28% | |
| Category Average | -0.41% | 2.46% | 6.13% | 5.01% | 15.83% | 14.80% | 14.98% | 10.97% | |
| Union Income Plus Arbitrage Active Fof | 0.51% | 0.51% | 0.51% | - | - | - | - | - | - |
| Aditya Birla Sun Life Financial Planning FoF - Aggressive Plan | -1.50% | 3.76% | 8.86% | 2.48% | 17.55% | 16.93% | 17.68% | 12.28% | |
| HDFC Asset Allocator Fof | -0.13% | 2.83% | 8.42% | 9.00% | 16.10% | 16.33% | - | - | |
| Aditya Birla Sun Life Asset Allocator FoF | -1.30% | 2.72% | 7.73% | 4.21% | 17.71% | 15.91% | 16.35% | 11.89% | |
| Aditya Birla Sun Life Asset Allocator FoF | -1.30% | 2.72% | 7.73% | 4.21% | 17.71% | 15.91% | 16.35% | 11.89% | |
| Aditya Birla Sun Life Financial Planning FoF - Moderate Plan | -0.98% | 2.77% | 7.77% | 4.46% | 15.30% | 14.62% | 14.53% | 10.66% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Union Income Plus Arbitrage Active Fof are shown below;
Equity -
Debt %
Others 0.00%
Riskometer
