Union Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.5 | 5.26 | 5.1 | N/A |
Average Rolling Returns(%) | 5.03 | 4.38 | N/A | N/A |
The Current NAV of Union Arbitrage Fund - Regular Plan - Growth is ₹12.97.
It is better to invest in a fund with a longer track record as Union Arbitrage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage returns, as Funds portfolio is significantly different.
Union Arbitrage Fund - Regular Plan - Growth fund’s expense ratio is 1.00%
The process for redemption is
The AUM of Union Arbitrage Fund - Regular Plan - Growth is currently ₹156 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Hero MotoCorp and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 23% of fund’s portfolio respectively.
Top three sectors of Union Arbitrage Fund - Regular Plan - Growth fund are BFSI, Others and Miscellaneous accounting for 43% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Union Arbitrage Fund - Regular Plan - Growth Fund is Hybrid - Arbitrage Fund.
Vishal Thakker and Devesh Thacker manage the Union Arbitrage Fund - Regular Plan - Growth Fund.
Union Arbitrage Fund - Regular Plan - Growth current PE ratio is 32.91 and PB ratio is 5.83
The asset allocation of Union Arbitrage Fund - Regular Plan - Growth is Stocks : 79.57%, Debt : 8.78% and Gold : 11.63%
The minimum SIP amount for Union Arbitrage Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Union Arbitrage Fund - Regular Plan - Growth is 0.25% on or before 1 months, Nil after 1 months