Union Income Plus Arbitrage Active FoF Direct-Growth
Hybrid: Income plus Arbitrage - Growth (Open ended) Factsheet
NAV: ₹10.52+0.10%
07 Sept 2026
Similar Funds
Side-by-side comparison of Union Income Plus Arbitrage Active FoF Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +4.75% | 5.93% | 12 / 12 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Income plus Arbitrage
Top funds by AUM in the Hybrid: Income plus Arbitrage category — see how Union Income Plus Arbitrage Active FoF Direct-Growth compares on size and returns.
Frequently Asked Questions
Which funds are similar to Union Income Plus Arbitrage Active FoF Direct-Growth?
Funds similar to Union Income Plus Arbitrage Active FoF Direct-Growth in the Hybrid: Income plus Arbitrage category include Kotak Income Plus Arbitrage Omni FoF Direct-Growth, ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth, and HDFC Income Plus Arbitrage Active FoF Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Union Income Plus Arbitrage Active FoF Direct-Growth in its category?
The category rank of Union Income Plus Arbitrage Active FoF Direct-Growth is shown in the Trailing Returns section above.
How does Union Income Plus Arbitrage Active FoF Direct-Growth's expense ratio compare to similar funds?
Union Income Plus Arbitrage Active FoF Direct-Growth has an expense ratio of 0.13%. The peers Kotak Income Plus Arbitrage Omni FoF Direct-Growth has an expense ratio of 0.07% and ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has 0.07%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Union Income Plus Arbitrage Active FoF Direct-Growth's AUM compare to similar funds?
Union Income Plus Arbitrage Active FoF Direct-Growth has an AUM of ₹62.97 crore. The peers Kotak Income Plus Arbitrage Omni FoF Direct-Growth has an AUM of ₹7,902.09 crore and ICICI Prudential Income Plus Arbitrage Omni FoF Direct-Growth has ₹3,204.96 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Income plus Arbitrage?
The top performing fund in the Hybrid: Income plus Arbitrage category on a 3-year basis is Franklin India Income Plus Arbitrage Active FoF Direct-Growth with a CAGR of 12.73% as of 6 Sep 2026. Union Income Plus Arbitrage Active FoF Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Union Income Plus Arbitrage Active FoF Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Union Income Plus Arbitrage Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.