May 22, 2025
mayank
Union Income Plus Arbitrage Active FoF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Union Income Plus Arbitrage Active FoF Open Date, Close Date?
NFO opens on May 22, 2025
NFO will close on June 05, 2025
Investment Strategy for this NFO?
The scheme seeks to provide income over medium to long term by investing in units of Arbitrage Fund and Debt Funds.
Basic Details
| Fund House | Union Mutual Fund |
| Issue Open | 22 May 2025 |
| Issue Close | 05 June 2025 |
| Type | Open-ended |
| Category | Debt: Others |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Low to Moderate |
| Benchmark | NIFTY Composite Debt Index (60), NIFTY 50 Arbitrage TRI (40) |
About Benchmark Index for this NFO?
Fund Managers of Union Income Plus Arbitrage Active FoF
1) Anindya Sarkar
Education: Mr. Sarkar is a BE Civil, MBA (Finance), MBA (Risk & Insurance), FRM
Experience: Prior to joining Union Asset Management Company Private Limited, he has worked with Sarcon Blockbuild Ltd, Navigators Inc., ICAP India Private Limited.
2) Shrenuj Parekh
Education: Mr. Parekh has done B.Com and CA
Experience: Prior to joining Union Mutual Fund, Crisil Ltd, Axis Bank and Deloitte
3) Vishal Thakker
Education: Mr.Thakker has done B.Com & M.B.A
Experience: Prior joining to Union Mutual Fund he has worked with Elara Capital and Emkay Shares & Stock Broking.
AMC
Union Asset Management Company Pvt. Ltd.
Address: Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai – 400059
Website: https://www.unionmf.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Union Income Plus Arbitrage Active FoF @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of NIFTY Composite Debt Index (60), NIFTY 50 Arbitrage TRI (40)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Note on Benchmark Performance:
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Anindya Sarkar
| Fund | Union Corporate Bond Fund | It’s Benchmark | Union Gilt Fund | It’s Benchmark |
| 1 Year | 10.17 | 9.08 | 11.01 | 12.59 |
| 3 Year | 7.45 | 7.82 | — | — |
| 5 Year | 6.21 | 5.75 | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 22-5-2025
Past Performance of Shrenuj Parekh
| Fund | Union Short Duration Fund | It’s Benchmark | Union Corporate Bond Fund | It’s Benchmark |
| 1 Year | — | — | 10.17 | 9.08 |
| 3 Year | — | — | 7.45 | 7.82 |
| 5 Year | — | — | 6.21 | 5.75 |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 22-5-2025
Past Performance of Vishal Thakker
| Fund | Union Arbitrage Fund | It’s Benchmark |
| 1 Year | 7.61 | 5.17 |
| 3 Year | 7.23 | 4.45 |
| 5 Year | 5.81 | 3.48 |
| 7 Year | — | — |
| 10 Year | — | — |
As on 22-5-2025
Note on Fund Managers’ performance
[ C ] Conclusion
X
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Union Income Plus Arbitrage Active FoF NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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