Union Low Duration Fund · Regular · Growth
NAV
₹10.5376
as of 31 Jul 2026
Expense Ratio
0.97%
AUM
₹572 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.09%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.16%
SIP returns (XIRR)
- 1Y
- +5.28%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.28%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-1.68
Sharpe Ratio
—
Alpha
—
Beta
-1.66
Sortino
0.62%
Std Dev
-0.30%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
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 1 years. It manages assets worth ₹572 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