Union Income Plus Arbitrage Active FoF Regular-IDCW Payout
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Hybrid, Income plus Arbitrage, Principal at moderate risk
1 Year Return 0.0% at 22 Dec 2025 06:34 PM
Fund Details
NAV 10.1402
Sub-Type Income plus Arbitrage
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.53
Fund Size(in Crores) 121.34
Fund Performance
1 Month 0.19%
3 Month 1.02%
6 Month 1.73%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.62%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Shrenuj Parekh
Education Mr. Parekh has done B.Com and CA
Experience Prior to joining Union Mutual Fund, Crisil Ltd, Axis Bank and Deloitte
Anindya Sarkar
Education Mr. Sarkar is a BE Civil, MBA (Finance), MBA (Risk & Insurance), FRM
Experience Prior to joining Union Asset Management Company Private Limited, he has worked with Sarcon Blockbuild Ltd, Navigators Inc., ICAP India Private Limited.
Vishal Thakker
Education Mr.Thakker has done B.Com & M.B.A
Experience Prior joining to Union Mutual Fund he has worked with Elara Capital and Emkay Shares & Stock Broking.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2025-06-12
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.