Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Union Arbitrage Fund - Direct Plan - IDCW Option
Union Mutual Fund · Hybrid · Arbitrage Fund
₹15.24
AUM: —
NAV updated 22 days ago
Plan
Direct
Option
Idcw
Risk
Moderate
Sharpe Ratio
0.14
Std Dev (1Y)
1.31%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.06%
3m
+1.84%
6m
+3.15%
1y
+6.32%
3y
+7.24%
5y
+6.46%
10y
—
since inception
+5.73%
TopFund's Take on Union Arbitrage Fund - Direct Plan - IDCW Option
Union Arbitrage Fund - Direct Plan - IDCW Option is a Arbitrage Fund fund from Union Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.14 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.31% is on the lower side for a Arbitrage Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
UTI Arbitrage Fund - Direct Plan - Growth Option
UTI Mutual Fund
SBI Arbitrage Opportunities Fund - Direct Plan - Gr
SBI Mutual Fund
JM Arbitrage Fund (Direct) - Growth Option
JM Financial Mutual Fund
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Nippon India Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Union Arbitrage Fund - Direct Plan - IDCW Option
The current NAV (Net Asset Value) of Union Arbitrage Fund - Direct Plan - IDCW Option is ₹15.24. NAV is updated every business day after market close by AMFI.
1Y: 6.32% · 3Y CAGR: 7.24% · 5Y CAGR: 6.46%
Expense ratio data for Union Arbitrage Fund - Direct Plan - IDCW Option is not yet available.
Union Arbitrage Fund - Direct Plan - IDCW Option is managed by Union Mutual Fund.
Union Arbitrage Fund - Direct Plan - IDCW Option is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Union Arbitrage Fund - Direct Plan - IDCW Option is a Arbitrage Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Union Arbitrage Fund - Direct Plan - IDCW Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.