3 Year return
6.53%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Low Risk
Asset Under Management
₹237.52 Cr.
Expense Ratio
0.39% (inclusive of GST)
Exit Load
0.25% - If redeemed or switched out on or before completion of 1 month from the date of allotment of units Nil - If redeemed or switched out after completion of 1 month from the date of allotment of units.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Union Mutual Fund Managers
VT
Vishal Thakker
Fund Manager since Jan 2019
Fund House Details
Union Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
TATA Arbitrage Fund |
6.85% |
3.5 |
Invesco India Arbitrage Fund |
7.23% |
5 |
Edelweiss Arbitrage Fund |
6.95% |
4.5 |
Schemes by Union Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan IDCW Payout
Key Features of The Fund
5-year return | 5.76% |
Expense Ratio | 0.39% |
Fund Manager | Vishal Thakker |
Fund Size | ₹237.52 Cr |
Risk Profile | Low |
AMC Contact Details
Name | Union Mutual Fund |
Launch Date | 23rd March 2011 |
Addresss | Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059 |
Contact | (022) 6748 3300 |
investorcare@unionmf.com | |
Website | https://www.unionmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Your Guide Map for Investing
FAQs
What is today's NAV of Union Arbitrage Fund?
What is the AUM of Union Arbitrage Fund?
What is the expense ratio of Union Arbitrage Fund?
What are the returns of Union Arbitrage Fund since inception?
What is the minimum SIP amount to invest in Union Arbitrage Fund?
How do I invest in Union Arbitrage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Union Arbitrage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Union Arbitrage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Union Arbitrage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.