Union Income Plus Arbitrage Active FoF Regular-Growth
Hybrid, Income plus Arbitrage, Principal at moderate risk
1 Year Return 3.28% at 30 Oct 2026 04:38 PM
Union Income Plus Arbitrage Active FoF Regular-Growth: Mutual Fund Overview
Union Income Plus Arbitrage Active FoF Regular-Growth is an Income plus Arbitrage mutual fund with over 1.38 years of performance history. The scheme manages an AUM of ₹55.11 Cr and has a NAV of ₹10.4401. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 3.28%.
Fund Details
NAV 10.4401
Sub-Type Income plus Arbitrage
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.38
Fund Size(in Crores) 55.11
Fund Performance
1 Month -0.03%
3 Month 0.13%
6 Month 2.03%
1 Year 3.28%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Capital Goods 0.02 Healthcare 0.02 Construction 0.01 Top Holding
Debt & Others (100%) Sector Allocation Net Payables -0.01 Repo 3.18 Mutual Fund 96.82 Debt Credit Ratings AAA 33.13 Cash 28.69 Cash & Call Money 13.97 SOV 13.73 A1+ 9.48 Debt Category Others 3.18 Union Gilt Direct-G 8.46 Union Short Term Direct-G 7.27 Union Arbitrage Direct-G 40.51
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-Growth Ret 1M 0.05% Ret 1Y 4.33% Ret 3Y 6.71% Ret 5Y 5.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-IDCW Quarterly Ret 1M 0.05% Ret 1Y 4.33% Ret 3Y 6.71% Ret 5Y 5.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Income plus Arbitrage Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.05% Ret 1Y 4.33% Ret 3Y 6.71% Ret 5Y 5.8%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Omni FoF Regular-Growth Ret 1M 0.05% Ret 1Y 4.7% Ret 3Y 7.47% Ret 5Y 6.21%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Omni FoF Regular-IDCW Half Yearly Payout Ret 1M 0.05% Ret 1Y 4.7% Ret 3Y 7.47% Ret 5Y 6.21%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Omni FoF Regular-IDCW Half Yearly Reinvestment Ret 1M 0.05% Ret 1Y 4.7% Ret 3Y 7.47% Ret 5Y 6.21%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Omni FoF Regular-IDCW Monthly Payout Ret 1M 0.05% Ret 1Y 4.7% Ret 3Y 7.47% Ret 5Y 6.21%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Omni FoF Regular-IDCW Monthly Reinvestment Ret 1M 0.05% Ret 1Y 4.7% Ret 3Y 7.47% Ret 5Y 6.21%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Omni FoF Regular-IDCW Payout Ret 1M 0.05% Ret 1Y 4.7% Ret 3Y 7.47% Ret 5Y 6.21%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Omni FoF Regular-IDCW Quarterly Payout Ret 1M 0.05% Ret 1Y 4.7% Ret 3Y 7.47% Ret 5Y 6.21%
Equity, Flexi Cap funds Axis Income Plus Arbitrage Omni FoF Regular-IDCW Quarterly Reinvestment Ret 1M 0.05% Ret 1Y 4.7% Ret 3Y 7.47% Ret 5Y 6.21%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.58%
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) 13
Date of Incorporation 2025-06-12
Total AUM 25477.53
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.
Take Your Next Step
Union Income Plus Arbitrage Active FoF Regular-Growth FAQs
How to invest in Union Income Plus Arbitrage Active FoF Regular-Growth?
Investing in Union Income Plus Arbitrage Active FoF Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Union Income Plus Arbitrage Active FoF Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Union Income Plus Arbitrage Active FoF Regular-Growth?
The term expense ratio for Union Income Plus Arbitrage Active FoF Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Union Income Plus Arbitrage Active FoF Regular-Growth is 0.58% as of 30 Oct 2026.
What is the NAV of Union Income Plus Arbitrage Active FoF Regular-Growth?
The NAV of Union Income Plus Arbitrage Active FoF Regular-Growth is ₹10.4401 as of 30 Oct 2026.
What is the AUM of Union Income Plus Arbitrage Active FoF Regular-Growth?
The AUM (Assets Under Management) of Union Income Plus Arbitrage Active FoF Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Union Income Plus Arbitrage Active FoF Regular-Growth is ₹55.11 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Union Income Plus Arbitrage Active FoF Regular-Growth?
The PE ratio of Union Income Plus Arbitrage Active FoF Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Union Income Plus Arbitrage Active FoF Regular-Growth?
Yes, you can invest in Union Income Plus Arbitrage Active FoF Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Union Income Plus Arbitrage Active FoF Regular-Growth in the last 5 years?
The return of Union Income Plus Arbitrage Active FoF Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Union Income Plus Arbitrage Active FoF Regular-Growth?
The minimum SIP investment in Union Income Plus Arbitrage Active FoF Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Union Income Plus Arbitrage Active FoF Regular-Growth, the minimum SIP amount is ₹500.0.
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 30 Oct 2026, is ₹10.4401.
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:
- Shrenuj Parekh
- Anindya Sarkar
- Vishal Thakker