Union Income Plus Arbitrage Active FoF Direct Growth

Moderate Risk
1M
All
NAV: 16 Jul 2025₹10.03
Min. SIP amount₹500
RatingNA
Fund size₹184.70Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (3)

NameSectorInstrumentAssets
Union Arbitrage Fund Direct - Growth
NAMutual Fund40.76%
Union Corporate Bond Fund Direct - Growth
NAMutual Fund33.48%
Union Gilt Fund Direct - Growth
NAMutual Fund24.10%

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Returns and rankings

Category: null null
Absolute returns
1M3M6MAll
Fund returnsNANANA0.2%
Category averageNANANANA
Rank with in categoryNANANANA
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Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.12%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Fund management

Anindya Sarkar
May 2025 - Present
View details

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.
Also manages these schemes

Vishal Thakker
May 2025 - Present
View details

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.
Also manages these schemes

Shrenuj Parekh
May 2025 - Present
View details

Education
Mr. Parekh has done B.Com and CA
Experience
Prior to joining Union Mutual Fund, Crisil Ltd, Axis Bank and Deloitte
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
Phone
(022) 6748 3300
Launch Date
30 Dec 2009
Union Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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