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 ₹ & Lump. ₹5000

AUM (Fund size)

₹16 Cr

Lock In Period

N/A

Expense Ratio

0.45

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Union Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.25259.97
6M0.000.69281.41
1Y0.002.92309.46
3Y0.008.55219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2018-12-31
View allocation % by
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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 ₹16 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.45. 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
Taurus Unclaimed Redemption - Growth Growth013 CR0.46
Taurus Unclaimed Dividend - Growth Growth013 CR0.46
Franklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundTaurus Unclaimed Redemption - Growth Growth4.091815.9378
This FundTaurus Unclaimed Dividend - Growth Growth5.589116.9622
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 0.45. 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 : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Union Short Term Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. 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 ₹16 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.