Union Arbitrage Fund does not yet have a 5-year performance history.
The average return for Arbitrage funds is 31.17% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 8.83% | 5.08% |
| 2 Year Return | 20.91% | 10.35% |
| 3 Year Return | 30.62% | 16.37% |
| 4 Year Return | 37.60% | 23.58% |
| 5 Year Return | 48.51% | 31.17% |
| 6 Year Return | N/A | 39.49% |
| 7 Year Return | N/A | 49.18% |
| Expense Ratio | 0.86% | - |
Minimum Purchase: ₹1,000
Exit Load: 0.25% if units are redeemed or switched out on or before completion of 1 month from the date of allotment of units. Nil - if units are redeemed or switched out after completion of 1 month from the date of allotment of units.
Lock-in: 0
Risk: Moderate Risk
Union Arbitrage Fund is managed by UNION and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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