Short Durationregulargrowth
Union Short Duration Fund - Regular Plan - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.03%
1 Month-0.30%
3 Months+0.49%
6 Months+1.67%
1 Year+5.60%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Feb 2025)+6.04%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+3.95%
3 Year SIP—
5 Year SIP—
Since Inception (Feb 2025)+4.23%
Fund Details
Fund HouseUnion Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
AUM₹137 Cr
Expense Ratio0.71%
Min SIP₹100
Min Lumpsum₹1,000
Launch Date03 Feb 2025
AMFI Code153240
Risk Metrics
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Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Union Short Duration Fund - Regular Plan - Growth Option by Union Mutual Fund is a Short 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 Short Duration category.
About This Fund
Union Short Duration Fund - Regular Plan - Growth Option is a Short Duration mutual fund offered by Union Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹137 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.71%.
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