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Union Short Duration Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Union Short Duration Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹100 Cr

Lock In Period

N/A

Expense Ratio

0.76

Exit Load

Nil

Benchmark

CRISIL Short Duration Debt A-II Index

Summary

Union Short Duration Fund Growth NAV is ₹10.9352 as of 30 Jun, 2026. Union Short Duration Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Union Short Duration Fund Growth is ₹500. The AUM of Union Short Duration Fund Growth is ₹100 Cr. The expense ratio of the fund is 0.76%, and its benchmark is CRISIL Short Duration Debt A-II Index. The current exit load of the fund is Nil. In the last 1M months, Union Short Duration Fund Growth has delivered 1.65% returns.

Union Short Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.65-0.27259.97
6M2.491.50281.41
1Y4.924.25309.46
3Y0.0012.87219.54

Portfolio Analysis

  • Equity:
  • Debt: 98.48%
  • Others
As on: 2026-06-15
View allocation % by

1. TREPS13.28%
2. GOI 6.36% 20319.93%
3. Jio Credit Ltd.9.85%
4. GOI 6.68% 20409.52%
5. Net Receivable / Payable-1.94%

1. National Bank for Agriculture and Rural Development8.00%
2. Bank of Baroda7.57%
3. Canara Bank7.57%

1. Power Finance Corporation Ltd.9.88%
2. REC Ltd.9.87%

1. Indian Oil Corporation Ltd.10.01%

1. Bharti Telecom Ltd.4.94%

About Fund Union Short Duration Fund Growth

Union Short Duration Fund Growth managed by Union Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹100 Crore. The fund benchmarks its performance against the CRISIL Short Duration Debt A-II Index while maintaining an expense ratio of 0.76. Under the expert guidance of Anindya Sarkar ,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

Anindya Sarkar

Mr. Anindya Sarkar is a BE Civil, MBA (Finance), MBA (Risk & Insurance), FRM. Prior to joining Union Asset Management Company Private Limited, he has worked with Sarcon Blockbuild Ltd, Navigators Inc., ICAP India Private Limited.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Union Short Duration Fund Growth0100.29 CR0.76
Franklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundUnion Short Duration Fund Growth4.91580
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

Union Short Duration Fund Growth FAQs

Union Short Duration Fund 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 Short Duration Fund Growth is 0.76. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Short Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 1.65%
  • 6 Months : 2.49%
  • 1 Year : 4.92%
  • 3 Years : 0.00%
Returns of Union Short Duration Fund Growth are updated daily based on NAV of ₹ 10.9352 as on Jun 25,2026. Since inception, the return has been 0.00%.

You can invest in Union Short Duration Fund 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 Short Duration Fund Growth is ₹100 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Short Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.