Union Arbitrage Fund - Growth

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 – 20-Feb-2019
• Expense ratio – 1.09% as declared on 31-Oct-2025 (category average is 1.01%)
• Benchmark - Nifty 50 Arbitrage Index

• Min SIP amount - ₹1000
• Min investment amount (one time- first time) - ₹1000
• Min investment amount (addtional purchase) - ₹1000
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

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

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 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 20%. Any cess/surcharge is not included in the 20%.

Contact Details