Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹27 Cr
Lock In Period
N/A
Expense Ratio
0.49
Benchmark
CRISIL Medium Duration Debt A-III Index
Exit Load
Nil
Summary
Latest details for Union FMP - Series 13 Growth include a ₹12.1801 NAV as of Apr 02,2026 and returns since inception of 21.63%. Minimum investments start at SIP ₹0. The Union FMP - Series 13 Growth AUM is ₹27 Cr, with a lock-in of N/A years, expense ratio of 0.49%, and benchmark CRISIL Medium Duration Debt A-III Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.41% returns, against a category average of -1.68% and a category best of 4.54%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.41 | -1.68 | 4.54 |
| 6M | 2.56 | 0.29 | 12.55 |
| 1Y | 6.00 | 2.59 | 16.20 |
| 3Y | 6.75 | 8.50 | 36.71 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-03-15
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About Fund
Union FMP - Series 13 Growth managed by Union Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹27 Crore. The fund benchmarks its performance against the CRISIL Medium Duration Debt A-III Index while maintaining an expense ratio of 0.49. Under the expert guidance of Devesh Thacker ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential FMP S 81 - 1185 Days Plan G Growth | 0 | 50.28 CR | 0.18 |
| This FundUTI Fixed Term Income Fund Series XXX - Plan VI Growth | 0 | 104.81 CR | 0.69 |
| This FundUnion FMP - Series 13 Growth | 0 | 27.15 CR | 0.49 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential FMP S 81 - 1185 Days Plan G Growth | 6.5404 | 21.6297 |
| This FundUTI Fixed Term Income Fund Series XXX - Plan VI Growth | 9.5949 | 21.6332 |
| This FundUnion FMP - Series 13 Growth | 6.0021 | 21.6346 |
FAQs
Union FMP - Series 13 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Union FMP - Series 13 Growth is 0.49. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Union FMP - Series 13 Growth’s fund performance is as follows:
- 1 Month : 0.41%
- 6 Months : 2.56%
- 1 Year : 6.00%
- 3 Years : 6.75%
You can invest in Union FMP - Series 13 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Union FMP - Series 13 Growth is ₹27 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Union FMP - Series 13 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500