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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹137 Cr
Lock In Period
N/A
Expense Ratio
0.71
Benchmark
CRISIL Short Duration Debt A-II Index
Exit Load
Nil
Summary
Latest details for Union Short Duration Fund Growth include a ₹10.7341 NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Short Duration Fund Growth AUM is ₹137 Cr, with a lock-in of N/A years, expense ratio of 0.71%, and benchmark CRISIL Short Duration Debt A-II Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.31% returns, against a category average of -1.88% and a category best of 259.97%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.31 | -1.88 | 259.97 |
| 6M | 2.20 | 1.26 | 281.41 |
| 1Y | 6.81 | 5.73 | 309.46 |
| 3Y | 0.00 | 13.08 | 219.54 |
Portfolio Analysis
- Equity:
- Debt: 98.95%
- Others
As on: 2026-02-15
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About Fund
Union Short Duration Fund Growth managed by Union Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹137 Crore. The fund benchmarks its performance against the CRISIL Short Duration Debt A-II Index while maintaining an expense ratio of 0.71. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUnion Short Duration Fund Growth | 0 | 137.17 CR | 0.71 |
| This FundFranklin India Short Term Income Plan - Institutional Plan Growth | 0 | 0 CR | 1.18 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUnion Short Duration Fund Growth | 6.8068 | 0 |
| This FundFranklin India Short Term Income Plan - Institutional Plan Growth | 192.0255 | 219.2677 |
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 0.71. 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 : 0.31%
- 6 Months : 2.20%
- 1 Year : 6.81%
- 3 Years : 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 ₹137 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.
Min Inv Amount: ₹500