NAV (Sep 29)
6 Month CAGR
The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market,and by investing the balance in debt and money market instruments.
Launched (4y ago)
Feb 27, 2019
AUM in Crores
NIFTY 50 Arbitrage TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Union Arbitrage Fund (Growth)||NaN||NaN||%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
cash offset for derivatives69.7%
net receivable / payable9.9%
union liquid dir gr9.1%
future on hdfc bank ltd2.9%
Union Asset Management Co. Pvt. Ltd.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Union Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 4.8% over a period of 4 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Devesh Thacker, Vishal Thakker.
Nav of Union Arbitrage Fund (G) as of 9/29/2023 is ₹12.44 with the total AUM as of 10/1/2023 is ₹99.929. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Arbitrage Fund (G) was launched on Feb 27, 2019. The category risk of the fund is Low Risk.
The minimum SIP amount for Union Arbitrage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Union Arbitrage Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
Union Arbitrage Fund (G) is rated as a 0 fund in Debt and delivered 6.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Arbitrage Fund (G).
What is Union Arbitrage Fund (G)?
How to invest in Union Arbitrage Fund (G)?
You can invest in Union Arbitrage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Arbitrage Fund (G)?
The minimum sip amount for Union Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Arbitrage Fund (G) good to invest in?
As per Scripbox experts, Union Arbitrage Fund (G) is a Not Reviewed Yet fund. You can investUnion Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Arbitrage Fund (G)?
The expense ratio of the Union Arbitrage Fund (G) is 0.99% for regular plan.