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Low Duration📊 NIFTY Low Duration Debt Index(SEBI default)

Union Low Duration Fund · Regular · Growth

Union Mutual Fund

NAV

₹10.4508

as of 17 Jun 2026

Expense Ratio

0.97%

AUM

₹1,055 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+4.51%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+4.87%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹1,100

Invested

₹1,123

Value today

4.8%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

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1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,044

Value today

4.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategoryLow Duration
BenchmarkNIFTY Low Duration Debt Index
Launch Date26 Jun 2025
AMFI Code153652
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Union Low Duration Fund · Regular · Growth by Union Mutual Fund is a Low Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Low Duration category.

About This Fund

Union Low Duration Fund · Regular · Growth is a Low Duration mutual fund offered by Union Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹1,055 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Low Duration Debt Index. The current expense ratio is 0.97%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations