Union Short Term Fund · Regular · Growth
NAV
₹11.0427
as of 13 Nov 2026
Expense Ratio
0.80%
AUM
₹107 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.75%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.72%
SIP returns (XIRR)
- 1Y
- +4.12%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.68%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-1.54
Sharpe Ratio
—
Alpha
—
Beta
-1.55
Sortino
1.18%
Std Dev
-0.53%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
Union Short Term Fund · Regular · Growth by Union Mutual Fund is a Short Term 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 Term category.
About This Fund
Union Short Term Fund · Regular · Growth is a Short Term mutual fund offered by Union Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹107 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Short Duration Debt Index. The current expense ratio is 0.80%.