Return

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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 ₹12.2015 NAV as of Apr 15,2026 and returns since inception of 21.17%. 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 0.44% returns, against a category average of -1.53% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.44-1.534.54
6M2.540.3212.55
1Y5.672.8616.20
3Y6.619.3836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. GOI 5.63% 202656.98%
2. TREPS32.55%
3. Net Receivable / Payable1.92%

1. GOI 7.27% 20268.55%

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.

Fund Managers

Devesh Thacker

Mr. Devesh holds a degree in commerce and is a post graduate in Finance from University of Pune. He has over nine years of experience in the financial services with around 4 years experience in the Fixed Income segment. His previous work experience also includes working in a Bank and debt segment of financial intermediaries.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUTI Fixed Term Income Fund Series XXVII - Plan VIII Growth030.08 CR0.35
This FundSBI Fixed Maturity Plan (FMP) - Series 18 Growth0111.92 CR0.4
This FundUnion FMP - Series 13 Growth027.26 CR0.49
Fund Name1Y3Y
This FundUTI Fixed Term Income Fund Series XXVII - Plan VIII Growth6.066321.1637
This FundSBI Fixed Maturity Plan (FMP) - Series 18 Growth3.990221.1685
This FundUnion FMP - Series 13 Growth5.673621.1692

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 : 0.44%
  • 6 Months : 2.54%
  • 1 Year : 5.67%
  • 3 Years : 6.61%
Returns of Union FMP - Series 13 Growth are updated daily based on NAV of ₹ 12.2015 as on Apr 15,2026. Since inception, the return has been 21.17%.

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