Union Short Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Union Short Term Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹101 Cr

Lock In Period

N/A

Expense Ratio

0.81

Exit Load

Nil

Benchmark

CRISIL Short Duration Debt A-II Index

Union Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.18-0.51259.97
6M2.482.73281.41
1Y5.054.50309.46
3Y0.0012.00219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-08-15
View allocation % by

1. TREPS14.35%
2. Jio Credit Ltd.9.79%
3. GOI 6.68% 20409.67%
4. Export-Import Bank of India4.99%
5. Corporate Debt Mkt Devp. Fund-A21.52%
6. Net Receivable / Payable-2.77%

1. National Bank for Agriculture and Rural Development7.95%
2. Bank of Baroda7.64%
3. Canara Bank7.64%

1. REC Ltd.9.86%
2. Power Finance Corporation Ltd.9.83%

1. Indian Oil Corporation Ltd.9.97%

1. Kotak Mahindra Bank Ltd.9.56%
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About Fund Union Short Term Fund Growth

Union Short Term Fund Growth managed by Union Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹101 Crore. The fund benchmarks its performance against the CRISIL Short Duration Debt A-II Index while maintaining an expense ratio of 0.81. 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 Term Fund Growth0100 CR0.81
Franklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundUnion Short Term Fund Growth5.04610
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

Union Short Term Fund Growth FAQs

Union Short Term 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 Term Fund Growth is 0.81. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.18%
  • 6 Months : 2.48%
  • 1 Year : 5.05%
  • 3 Years : 0.00%
Returns of Union Short Term Fund Growth are updated daily based on NAV of ₹ 11.0089 as on Sep 07,2026. Since inception, the return has been 0.00%.

You can invest in Union Short Term 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 Term Fund Growth is ₹101 crore. It changes based on market performance, inflows, and outflows.

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