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Union Arbitrage Fund - Regular Plan - IDCW Option
Union Mutual Fund · Hybrid · Arbitrage Fund
₹14.62
AUM: —
NAV updated 22 days ago
Plan
Regular
Option
Idcw
Risk
Moderate
Sharpe Ratio
-0.36
Std Dev (1Y)
1.3%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.01%
3m
+1.68%
6m
+2.83%
1y
+5.69%
3y
+6.6%
5y
+5.84%
10y
—
since inception
+5.16%
TopFund's Take on Union Arbitrage Fund - Regular Plan - IDCW Option
Union Arbitrage Fund - Regular 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 negative Sharpe ratio of -0.36 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.3% 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
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Tools & Guides for This Fund
Frequently Asked Questions about Union Arbitrage Fund - Regular Plan - IDCW Option
The current NAV (Net Asset Value) of Union Arbitrage Fund - Regular Plan - IDCW Option is ₹14.62. NAV is updated every business day after market close by AMFI.
1Y: 5.69% · 3Y CAGR: 6.6% · 5Y CAGR: 5.84%
Expense ratio data for Union Arbitrage Fund - Regular Plan - IDCW Option is not yet available.
Union Arbitrage Fund - Regular Plan - IDCW Option is managed by Union Mutual Fund.
Union Arbitrage Fund - Regular Plan - IDCW Option is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Union Arbitrage Fund - Regular 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 - Regular 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.
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