Union Income Plus Arbitrage Active FOF Regular Growth

Fund Overview

Fund Size

Expense Ratio

ISIN

INF582M01LB8

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

12 Jun 2025

About this fund

Union Income Plus Arbitrage Active FOF Regular Growth is a Fund of Funds mutual fund schemes offered by Union Mutual Fund. This fund has been in existence for 1 months and 2 days, having been launched on 12-Jun-25

Union Income Plus Arbitrage Active FOF Regular Growth has given a CAGR return of 0.16% since inception.
You can start investing in Union Income Plus Arbitrage Active FOF Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

+0.16%

— (Cat Avg.)

Risk & Performance Ratios

Fund Managers

Anindya Sarkar

Since June 2025

Vishal Thakker

Since June 2025

Shrenuj Parekh

Since June 2025

Additional Scheme Details

ISIN

INF582M01LB8

Expense Ratio

Exit Load

No Charges

Fund Size

Age

1 month

Lumpsum Minimum

₹1,000

Fund Status

Open Ended Investment Company

Benchmark

NIFTY 50 Arbitrage PR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Fund of Funds Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Mirae Asset Income plus Arbitrage Active FOF Regular Growth Moderately High risk	-	0.0%	-	-
Mirae Asset Income plus Arbitrage Active FOF Direct Growth Moderately High risk	-	0.0%	-	-
Groww Nifty India Internet ETF Very High Risk	-	-	-	-
Groww Nifty India Internet ETF FOF Direct Growth Very High Risk	-	0.0%	-	-
Groww Nifty India Internet ETF FOF Regular Growth Very High Risk	-	0.0%	-	-
Nippon India Income Plus Arbitrage Active Fund of Fund Direct Growth Moderate Risk	-	0.0%	-	-
Nippon India Income Plus Arbitrage Active Fund of Fund Regular Growth Moderate Risk	-	0.0%	-	-
Union Income Plus Arbitrage Active FOF Direct Growth Low to Moderate Risk	-	0.0%	-	-
Union Income Plus Arbitrage Active FOF Regular Growth Low to Moderate Risk	-	0.0%	-	-
Baroda BNP Paribas Multi Asset Active Fund of Funds Regular Growth Moderately High risk	-	1.0%	₹126.25 Cr	-
Baroda BNP Paribas Multi Asset Active Fund of Funds Regular Growth Moderately High risk	-	1.0%	₹126.25 Cr	-
Baroda BNP Paribas Income Plus Arbitrage Active Fund of Fund Regular Growth Moderate Risk	0.3%	0.0%	₹79.54 Cr	-
Baroda BNP Paribas Income Plus Arbitrage Active Fund of Fund Direct Growth Moderate Risk	0.1%	0.0%	₹79.54 Cr	-
Tata Income Plus Arbitrage Active FOF Direct Growth Low to Moderate Risk	0.1%	0.0%	₹194.92 Cr	-
Tata Income Plus Arbitrage Active FOF Regular Growth Low to Moderate Risk	0.6%	0.0%	₹194.92 Cr	-
SBI Income Plus Arbitrage Active FOF Direct Growth Low to Moderate Risk	0.1%	0.0%	₹1171.08 Cr	-
SBI Income Plus Arbitrage Active FOF Regular Growth Low to Moderate Risk	0.3%	0.0%	₹1171.08 Cr	-
Groww Nifty 500 Momentum 50 ETF FoF Direct Growth Very High Risk	0.2%	1.0%	₹6.62 Cr	-
Groww Nifty 500 Momentum 50 ETF FoF Regular Growth Very High Risk	0.7%	1.0%	₹6.62 Cr	-
UTI Income Plus Arbitrage Active Fund of Fund Regular Growth Moderately High risk	0.5%	0.0%	₹219.65 Cr	-
UTI Income Plus Arbitrage Active Fund of Fund Direct Growth Moderately High risk	0.1%	0.0%	₹219.65 Cr	-
ICICI Prudential Thematic Advantage Fund (FOF) Direct Growth Very High Risk	1.1%	1.0%	₹4157.97 Cr	14.0%
HDFC Dynamic PE Ratio Fund of Funds Plan A Direct Growth Moderate Risk	0.1%	0.0%	₹638.47 Cr	1.6%
Aditya Birla Sun Life Active Debt MultiManager FOF Scheme Regular Growth Low to Moderate Risk	0.9%	0.0%	₹409.54 Cr	8.8%
ICICI Prudential Income Optimizer Fund (FOF) Direct Growth Moderate Risk	0.4%	0.0%	₹594.03 Cr	8.4%
Bandhan Asset Allocation FOF Aggressive Plan Direct Growth High Risk	0.5%	1.0%	₹20.04 Cr	5.2%
Aditya Birla Sun Life Financial Planning Fund Of Fund Aggressive Direct Growth Very High Risk	0.9%	1.0%	₹229.31 Cr	5.6%
Aditya Birla Sun Life Financial Planning Fund Of Fund Conservative Direct Growth High Risk	0.7%	1.0%	₹16.04 Cr	7.5%
Aditya Birla Sun Life Active Debt MultiManager FOF Scheme Direct Growth Low to Moderate Risk	0.5%	0.0%	₹409.54 Cr	9.1%
Aditya Birla Sun Life Asset Allocator FoF Direct Growth Very High Risk	0.9%	1.0%	₹227.00 Cr	7.3%
Aditya Birla Sun Life Financial Planning Fund Of Fund Moderate Direct Growth High Risk	0.8%	1.0%	₹38.05 Cr	6.9%
Bandhan Asset Allocation FOF Conservative Plan Direct Growth Moderately High risk	0.2%	1.0%	₹6.24 Cr	7.2%
Kotak All Weather Debt Fund of Funds Direct Growth Moderate Risk	0.4%	0.0%	₹2259.98 Cr	9.2%
Kotak All Weather Debt Fund of Funds Regular Growth Moderate Risk	0.7%	0.0%	₹2259.98 Cr	9.0%
Aditya Birla Sun Life Financial Planning Fund Of Fund Moderate Regular Growth High Risk	1.1%	1.0%	₹38.05 Cr	6.3%
Aditya Birla Sun Life Financial Planning Fund Of Fund Aggressive Regular Growth Very High Risk	1.2%	1.0%	₹229.31 Cr	4.8%
Aditya Birla Sun Life Financial Planning Fund Of Fund Conservative Regular Growth High Risk	1.0%	1.0%	₹16.04 Cr	7.1%
ICICI Prudential Passive Multi-Asset Fund of Funds Regular Growth High Risk	0.9%	1.0%	₹1166.09 Cr	11.0%
Franklin India Multi-Asset Solution Fund of Funds Direct Growth High Risk	0.5%	1.0%	₹70.81 Cr	14.1%
Franklin India Multi-Asset Solution Fund of Funds Regular Growth High Risk	1.4%	1.0%	₹70.81 Cr	13.0%
ICICI Prudential Passive Multi-Asset Fund of Funds Direct Growth High Risk	0.5%	1.0%	₹1166.09 Cr	11.4%
Mirae Asset Equity Allocator Fund of Fund Regular Growth Very High Risk	0.3%	0.0%	₹937.78 Cr	1.5%
Mirae Asset Equity Allocator Fund of Fund Direct Growth Very High Risk	0.2%	0.0%	₹937.78 Cr	1.6%
Aditya Birla Sun Life Asset Allocator FoF Regular Growth Very High Risk	1.2%	1.0%	₹227.00 Cr	6.2%
Quantum Multi Asset Fund of Funds Regular Growth High Risk	0.9%	1.0%	₹66.87 Cr	9.9%
Quantum Equity FoF Regular Growth Very High Risk	1.4%	1.0%	₹131.77 Cr	3.8%
DSP Global Allocation Fund Direct Growth Very High Risk	0.4%	0.0%	₹683.95 Cr	7.1%
DSP Global Allocation Fund Regular Growth Very High Risk	1.0%	0.0%	₹683.95 Cr	6.4%
ICICI Prudential Asset Allocator Fund (FOF) Direct Growth High Risk	0.8%	1.0%	₹26858.09 Cr	10.7%
Nippon India Passive Flexicap FoF Regular Growth Very High Risk	0.6%	0.0%	₹231.75 Cr	1.0%

About the AMC

Union Mutual Fund

+91 022 67483333

https://www.unionmf.com/

Total AUM

₹18,229 Cr

Address

Unit 802, 8th Floor, Tower ‘A’, Mumbai, 400013

Other Funds by Union Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Union Low Duration Fund Direct Growth Low to Moderate Risk	-	0.0%	-	-
Union Income Plus Arbitrage Active FOF Direct Growth Low to Moderate Risk	-	0.0%	-	-
Union Children's Fund Direct Growth Very High Risk	1.3%	0.0%	₹68.72 Cr	6.8%
Union Innovation & Opportunities Fund Direct Growth Very High Risk	0.7%	1.0%	₹949.45 Cr	6.1%
Union Fixed Maturity Plan 1114 Days Series 13 Direct Growth Moderate Risk	-	0.0%	₹25.17 Cr	7.8%
Union Small Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹1577.40 Cr	3.1%
Union Hybrid Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹651.94 Cr	6.0%
Union Medium Duration Fund Direct Growth Moderate Risk	0.6%	1.0%	₹80.25 Cr	8.2%
Union Value Discovery Fund Direct Growth Very High Risk	1.2%	1.0%	₹318.04 Cr	4.7%
Union Multicap Fund Direct Growth Very High Risk	0.9%	1.0%	₹1125.03 Cr	3.3%
Union Balanced Advantage Fund Direct Growth Very High Risk	1.0%	1.0%	₹1383.05 Cr	4.6%
Union Equity Savings Fund Direct Growth Moderate Risk	1.5%	1.0%	₹137.86 Cr	4.9%
Union Arbitrage Fund Direct Growth Low Risk	0.5%	0.0%	₹263.23 Cr	7.3%
Union Tax Saver (ELSS) Fund Direct Growth Very High Risk	1.4%	0.0%	₹904.12 Cr	4.0%
Union Dynamic Bond Fund Direct Growth Moderate Risk	1.3%	0.0%	₹107.78 Cr	8.4%
Union Flexi Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹2262.92 Cr	4.3%
Union Liquid Direct Growth Low to Moderate Risk	0.1%	0.0%	₹3992.68 Cr	7.2%
Union Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹1440.27 Cr	3.8%
Union Gilt Fund Direct Growth Moderate Risk	0.7%	0.0%	₹99.82 Cr	8.0%
Union Largecap Fund Direct Growth Very High Risk	1.4%	1.0%	₹448.55 Cr	0.7%
Union Retirement Fund Direct Growth Very High Risk	1.0%	0.0%	₹168.27 Cr	3.7%
Union Corporate Bond Fund Direct Growth Moderate Risk	0.4%	0.0%	₹336.63 Cr	9.9%
Union Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹435.16 Cr	6.3%
Union Focused Fund Direct Growth Very High Risk	1.5%	1.0%	₹408.34 Cr	2.0%
Union Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹178.56 Cr	7.9%
Union Large & Midcap Fund Direct Growth Very High Risk	0.9%	1.0%	₹865.64 Cr	3.0%

Risk Level

Your principal amount will be at Low to Moderate Risk

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What is the current NAV of Union Income Plus Arbitrage Active FOF Regular Growth?

The NAV of Union Income Plus Arbitrage Active FOF Regular Growth, as of 11-Jul-2025, is ₹10.02.

Who manages the Union Income Plus Arbitrage Active FOF Regular Growth?

The fund managers responsible for Union Income Plus Arbitrage Active FOF Regular Growth are:-

Anindya Sarkar
Vishal Thakker
Shrenuj Parekh

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

Expense Ratio

ISIN

INF582M01LB8

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

12 Jun 2025

Risk Level

Your principal amount will be at Low to Moderate Risk