How to Invest in Union Income Plus Arbitrage Active FoF Direct Growth?

You can easily invest in Union Income Plus Arbitrage Active FoF Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Union Income Plus Arbitrage Active FoF Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Union Income Plus Arbitrage Active FoF Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Union Income Plus Arbitrage Active FoF Direct Growth provide?

The Union Income Plus Arbitrage Active FoF Direct Growth has been there from 12 Jun 2025 and the average annual returns provided by this fund is NA% since its inception.

How much expense ratio is charged by Union Income Plus Arbitrage Active FoF Direct Growth?

The term Expense Ratio used for Union Income Plus Arbitrage Active FoF Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Union Income Plus Arbitrage Active FoF Direct Growth is 0.12% as of 17 Sep 2025...

What is the AUM of Union Income Plus Arbitrage Active FoF Direct Growth?

The AUM, short for Assets Under Management of Union Income Plus Arbitrage Active FoF Direct Growth is ₹166.09Cr as of 17 Sep 2025.

How to Redeem Union Income Plus Arbitrage Active FoF Direct Growth?

If you want to sell your Union Income Plus Arbitrage Active FoF Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the NAV of Union Income Plus Arbitrage Active FoF Direct Growth?

The NAV of Union Income Plus Arbitrage Active FoF Direct Growth is ₹10.04 as of 16 Sep 2025.

What is the PE and PB ratio of Union Income Plus Arbitrage Active FoF Direct Growth?

The PE ratio ratio of Union Income Plus Arbitrage Active FoF Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Union Income Plus Arbitrage Active FoF Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Union Income Plus Arbitrage Active FoF Direct Growth
Moderate Risk
1M
All
 NAV: 16 Sep 2025
₹10.04
Rating
NA
Min. SIP amount
₹500
Fund size
₹166.09Cr
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 Fund37.85%
Union Corporate Bond Fund Direct - Growth
NAMutual Fund37.68%
Union Gilt Fund Direct - Growth
NAMutual Fund23.64%
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: null null
Absolute returns
3M3M6MAll
Fund returnsNANANA0.4%
Category averageNANANANA
Rank with in category1010NANA
Understand terms
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
HDFC Small Cap Fund Direct Growth
4
1.1%24.3%36,294.07
Nippon India Small Cap Fund Direct Growth
5
-5.2%24.1%64,821.04
Franklin India Technology Fund Direct Growth
NA
-6.0%23.9%1,882.14
Franklin India Small Cap Fund Direct Growth
4
-7.6%23.1%13,302.32
Franklin India Mid Cap Fund Direct Growth
3
-0.4%22.7%12,251.16
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
11 Sep 2025 - Present
0.12%
10 Sep 2025 - 11 Sep 2025
0.12%
09 Sep 2025 - 10 Sep 2025
0.12%
08 Sep 2025 - 09 Sep 2025
0.12%
07 Sep 2025 - 08 Sep 2025
0.12%
05 Sep 2025 - 07 Sep 2025
0.12%
04 Sep 2025 - 05 Sep 2025
0.12%
03 Sep 2025 - 04 Sep 2025
0.12%
02 Sep 2025 - 03 Sep 2025
0.12%
01 Sep 2025 - 02 Sep 2025
0.12%
31 Aug 2025 - 01 Sep 2025
0.12%
30 Aug 2025 - 31 Aug 2025
0.12%
29 Aug 2025 - 30 Aug 2025
0.12%
28 Aug 2025 - 29 Aug 2025
0.12%
27 Aug 2025 - 28 Aug 2025
0.12%
26 Aug 2025 - 27 Aug 2025
0.12%
25 Aug 2025 - 26 Aug 2025
0.12%
24 Aug 2025 - 25 Aug 2025
0.12%
22 Aug 2025 - 24 Aug 2025
0.12%
21 Aug 2025 - 22 Aug 2025
0.12%
20 Aug 2025 - 21 Aug 2025
0.12%
19 Aug 2025 - 20 Aug 2025
0.12%
18 Aug 2025 - 19 Aug 2025
0.12%
17 Aug 2025 - 18 Aug 2025
0.12%
16 Aug 2025 - 17 Aug 2025
0.12%
14 Aug 2025 - 16 Aug 2025
0.12%
13 Aug 2025 - 14 Aug 2025
0.12%
12 Aug 2025 - 13 Aug 2025
0.12%
11 Aug 2025 - 12 Aug 2025
0.12%
10 Aug 2025 - 11 Aug 2025
0.12%
08 Aug 2025 - 10 Aug 2025
0.12%
07 Aug 2025 - 08 Aug 2025
0.12%
06 Aug 2025 - 07 Aug 2025
0.12%
05 Aug 2025 - 06 Aug 2025
0.12%
04 Aug 2025 - 05 Aug 2025
0.12%
03 Aug 2025 - 04 Aug 2025
0.12%
01 Aug 2025 - 03 Aug 2025
0.12%
31 Jul 2025 - 01 Aug 2025
0.12%
30 Jul 2025 - 31 Jul 2025
0.12%
29 Jul 2025 - 30 Jul 2025
0.12%
28 Jul 2025 - 29 Jul 2025
0.12%
27 Jul 2025 - 28 Jul 2025
0.12%
25 Jul 2025 - 27 Jul 2025
0.12%
24 Jul 2025 - 25 Jul 2025
0.12%
23 Jul 2025 - 24 Jul 2025
0.12%
22 Jul 2025 - 23 Jul 2025
0.12%
21 Jul 2025 - 22 Jul 2025
0.12%
20 Jul 2025 - 21 Jul 2025
0.12%
19 Jul 2025 - 20 Jul 2025
0.12%
18 Jul 2025 - 19 Jul 2025
0.12%
17 Jul 2025 - 18 Jul 2025
0.12%
16 Jul 2025 - 17 Jul 2025
0.12%
15 Jul 2025 - 16 Jul 2025
0.12%
14 Jul 2025 - 15 Jul 2025
0.12%
13 Jul 2025 - 14 Jul 2025
0.12%
12 Jul 2025 - 13 Jul 2025
0.12%
11 Jul 2025 - 12 Jul 2025
0.12%
10 Jul 2025 - 11 Jul 2025
0.12%
09 Jul 2025 - 10 Jul 2025
0.12%
08 Jul 2025 - 09 Jul 2025
0.12%
07 Jul 2025 - 08 Jul 2025
0.12%
06 Jul 2025 - 07 Jul 2025
0.12%
05 Jul 2025 - 06 Jul 2025
0.12%
04 Jul 2025 - 05 Jul 2025
0.12%
03 Jul 2025 - 04 Jul 2025
0.12%
02 Jul 2025 - 03 Jul 2025
0.12%
01 Jul 2025 - 02 Jul 2025
0.12%
30 Jun 2025 - 01 Jul 2025
0.12%
29 Jun 2025 - 30 Jun 2025
0.12%
28 Jun 2025 - 29 Jun 2025
0.12%
27 Jun 2025 - 28 Jun 2025
0.12%
26 Jun 2025 - 27 Jun 2025
0.12%
25 Jun 2025 - 26 Jun 2025
0.12%
24 Jun 2025 - 25 Jun 2025
0.12%
23 Jun 2025 - 24 Jun 2025
0.12%
22 Jun 2025 - 23 Jun 2025
0.12%
20 Jun 2025 - 22 Jun 2025
0.12%
19 Jun 2025 - 20 Jun 2025
0.12%
18 Jun 2025 - 19 Jun 2025
0.12%
17 Jun 2025 - 18 Jun 2025
0.12%
16 Jun 2025 - 17 Jun 2025
0.12%
15 Jun 2025 - 16 Jun 2025
0.12%
Expense ratio, exit load and taxExpense ratio: 0.12%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Fund managementAnindya 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
Union Corporate Bond Fund Direct Growth
Union Medium Duration Fund Direct Growth
Union Gilt Fund Direct Growth
Union Fixed Maturity Plan Series 13 (1114 Days) Direct Growth
Union Multi Asset Allocation Fund Direct Growth
Union Short Duration Fund Direct Growth
Union Income Plus Arbitrage Active FoF Direct Growth
Union Low Duration Fund Direct Growth
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
Union Arbitrage Fund Direct Growth
Union Income Plus Arbitrage Active FoF Direct Growth
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
Union Corporate Bond Fund Direct Growth
Union Short Duration Fund Direct Growth
Union Income Plus Arbitrage Active FoF Direct Growth
Fund house & investment objective
Union Mutual Fund
Rank (total assets)#27 in India
Total AUM₹20,541.27Cr
Date of Incorporation30 Dec 2009
    Union Income Plus Arbitrage Active FoF Direct Growth is a NA Mutual Fund Scheme launched by Union Mutual Fund.     This scheme was made available to investors on 30 Dec 2009.     Anindya Sarkar is the Current Fund Manager of Union Income Plus Arbitrage Active FoF Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹20,541 Cr and     the Latest NAV as of 16 Sep 2025 is ₹10.04.  

    The Union Income Plus Arbitrage Active FoF Direct Growth is rated Moderate risk.     Minimum SIP Investment is set to ₹500.     Minimum Lumpsum Investment is ₹1,000.     
  ;
Investment ObjectiveThe scheme seeks to provide income over medium to long term by investing in units of Arbitrage Fund and Debt Funds. 
 
;
Fund benchmarkNA
Scheme Information Document(SID)
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
E-mail
 [email protected]
Website
www.unionmf.com
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,
Email
[email protected]
Website
www.camsonline.com
Compare funds
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Name	Sector	Instrument	Assets
Union Arbitrage Fund Direct - Growth	NA	Mutual Fund	37.85%
Union Corporate Bond Fund Direct - Growth	NA	Mutual Fund	37.68%
Union Gilt Fund Direct - Growth	NA	Mutual Fund	23.64%

	3M	3M	6M	All
Fund returns	NA	NA	NA	0.4%
Category average	NA	NA	NA	NA
Rank with in category	10	10	NA	NA

Fund name	Rating	1Y	3Y	Fund Size(Cr)
HDFC Small Cap Fund Direct Growth	4	1.1%	24.3%	36,294.07
Nippon India Small Cap Fund Direct Growth	5	-5.2%	24.1%	64,821.04
Franklin India Technology Fund Direct Growth	NA	-6.0%	23.9%	1,882.14
Franklin India Small Cap Fund Direct Growth	4	-7.6%	23.1%	13,302.32
Franklin India Mid Cap Fund Direct Growth	3	-0.4%	22.7%	12,251.16