Moneycontrol
you are here:

Union Arbitrage Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Arbitrage Fund
Fund House : Union Mutual Fund

Scheme Objective

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and by investing the balance in debt and money market ins

Scheme Details

  • Fund manager(s)Vishal Thakker , Devesh Thacker
  • Launch date – 26-Feb-2019
  • Expense ratio – 0.41% as declared on 31-May-2020 (category average is 0.36%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Union Arbitrage Fund - Direct Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

Union Asset Management Company Private Limited
Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059
Tel no.: 022-67483300
Fax no.: 022-67483401
Website.: www.unionmf.com

Forum

+ See More