Union Arbitrage Fund
Price Chart
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Insufficient Data
Expense RatioExpense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category
Hefty expense ratio implies reduced returns over the long term
Return vs FD RatesIf fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD
Insufficient Data
Red FlagsWe check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags
Total holdings with red flags is insignificant
Key Metrics
About Arbitrage Fund
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
PeersCompare with peers
Kotak Equity Arbitrage Fund
ICICI Pru Equity-Arbitrage Fund
Nippon India Arbitrage Fund
IDFC Arbitrage Fund
HDFC Arbitrage-WP
Scheme Info
Tax Implications
Investment period < 1 year
Gains are treated as short-term capital gains and taxed at 15%
Investment period > 1 year
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
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You make
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AMC profile
Union Asset Management Company Pvt. Ltd (the AMC) is the approved Asset Management Company of Union Mutual Fund which was granted a Certificate of Registration by the SEBI in March 2011.
No.of Schemes
17
Total AUM
₹ 6,032.29 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Insufficient Data