Union Income Plus Arbitrage Active Fund of Funds
Direct · Growth ₹10.51
30 Oct 2026
NAV
4.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-4.10
Sharpe
-1.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.13%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.26 L | 4.7% | 2.4% | 6.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 4.7% | 14.3% | 22.8% | -9.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.5% | 4.5% | 3.6% | 5.5% | -4.10 | -0.97 | 100% | — | — |
-1.0%
Max Drawdown
1 mo
Drawdown Duration
0 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
4.43
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.82 | 0.05 | 6.9% | 1.6% | 3.7% | -12.0% |
| 3 Years | -4.38 | 0.05 | 6.4% | 0.9% | 1.7% | -2.6% |
| 5 Years | -5.11 | 0.05 | 6.4% | 0.9% | 1.0% | -1.6% |
| 7 Years | -5.42 | 0.05 | 6.4% | 0.9% | 0.7% | -1.1% |
| 10 Years | -5.66 | 0.05 | 6.4% | 0.9% | 0.5% | -0.8% |
| 12 Years | -5.75 | 0.05 | 6.4% | 0.9% | 0.4% | -0.7% |
| 15 Years | -5.84 | 0.05 | 6.4% | 0.9% | 0.3% | -0.5% |