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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹73 Cr

Lock In Period

N/A

Expense Ratio

0.7

Benchmark

CRISIL Short Duration Debt A-II Index

Exit Load

Nil

Summary

Latest details for Union Short Duration Fund Growth include a ₹10.7756 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Short Duration Fund Growth AUM is ₹73 Cr, with a lock-in of N/A years, expense ratio of 0.7%, and benchmark CRISIL Short Duration Debt A-II Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.45% returns, against a category average of 0.69% and a category best of 259.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.450.69259.97
6M1.621.34281.41
1Y5.115.11309.46
3Y0.0013.86219.54

Portfolio Analysis

  • Equity:
  • Debt: 98.46%
  • Others
As on: 2026-03-31
View allocation % by

1. TREPS30.17%
2. Jio Credit Ltd.10.06%
3. GOI 6.48% 20359.84%
4. Net Receivable / Payable2.89%

1. REC Ltd.10.23%
2. Power Finance Corporation Ltd.10.01%

1. Indian Oil Corporation Ltd.10.18%

1. Small Industries Development Bank of India10.02%

1. Bharti Telecom Ltd.5.06%

About Fund

Union Short Duration Fund Growth managed by Union Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹73 Crore. The fund benchmarks its performance against the CRISIL Short Duration Debt A-II Index while maintaining an expense ratio of 0.7. 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
This FundFranklin India Short Term Income Plan -Segregated Portfolio 2-Institutionl Growth00 CR
This FundUnion Low Duration Fund Growth0774.48 CR0.97
This FundUnion Short Duration Fund Growth073.37 CR0.7
This FundFranklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundFranklin India Short Term Income Plan -Segregated Portfolio 2-Institutionl Growth282.71280
This FundUnion Low Duration Fund Growth00
This FundUnion Short Duration Fund Growth5.10730
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

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 0.7. 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 : 0.45%
  • 6 Months : 1.62%
  • 1 Year : 5.11%
  • 3 Years : 0.00%
Returns of Union Short Duration Fund Growth are updated daily based on NAV of ₹ 10.7756 as on Apr 22,2026. 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 ₹73 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