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HybridArbitrage FundDirect · Growth

Union Arbitrage Fund - Direct Plan - Growth Option

Union · Scheme 146297

₹15.58▲ 0.12%NAV · 2026-09-18
53
Average FundScore
Start SIP
AUM
₹226 cr
Expense ratio
1.52%
3Y CAGR
7.3%
Risk level
Low
Min SIP
₹500
Benchmark
Nifty 50 Arbitrage Index
Fund manager: Vishal ThakkerExit load: Exit load of 0.25% if redeemed within 1 months.
Average · 53/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 1%.
  • ✓Low volatility (1% a year) — a steady, low-drama ride.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive
  • ✓Return stability: rolling-return std 1.2%

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe -0.43) — took on risk without enough payoff.
  • •3Y CAGR: +7.3%
  • •5Y CAGR: +6.5%

FundScore breakdown

53/100 · Average
How it works →
30
Returns
Weak
67
Consistency
Decent
25
Risk-adjusted
Weak
100
Downside protection
Excellent
52
Cost efficiency
Average
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.