Key Features
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TAX EFFICIENCY
LTCG of 12.5% and no tax impact on investors on rebalancing
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RESILIENCE THROUGH MARKET CYCLES
Aims to deliver returns in both rising and falling markets
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EASE OF TRANSACTION
One transaction provides access to multiple underlying schemes*, simplifyng the invesment process
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RELATIVELY LOWER VOLATILITY
The Debt Portion generally reduces volatility, while arbitrage targets equity market opportunities
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ACTIVE FUND SELECTION
The fund manager adjusts allocations according to market trends and conditions
(source: https:unionmf.com)
Union Income Plus Arbitrage Active FOF NFO Details:
| Mutual Fund | Union Mutual Fund |
| Scheme Name | Union Income Plus Arbitrage Active FOF |
| Objective of Scheme | The objective of the Scheme is to provide income over medium to long term by investing in units of Arbitrage Fund and Debt Funds. However, there is no assurance that the investment objective of the Scheme will be achieved. |
| Scheme Type | Open Ended |
| Scheme Category | Other Scheme – FoF Domestic |
| New Fund Launch Date | 22-May-2025 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 05-Jun-2025 |
| Indicate Load Seperately | Nil |
| Minimum Subscription Amount | Rs. 1000 and in multiples of Rs 1 thereafter |
| For Further Details Please Visit Website | https://www.unionmf.com |
(source: https://www.amfiindia.com/)
Union Income Plus Arbitrage Active FOF NFO
Application Form
Scheme Documents
(source: https:unionmf.com)
Union Income Plus Arbitrage Active FOF NFO Riskometer:
(source: https:unionmf.com)