MF
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Short Term📊 NIFTY Short Duration Debt Index(SEBI default)

Union Short Term Fund · Regular · Growth

Union Mutual Fund

#22 of 28 (1Y)

NAV

₹10.9941

as of 28 Sept 2026

Expense Ratio

0.80%

AUM

₹98 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+4.41%
3Y
—
5Y
—
Since Inception
+5.89%

SIP returns (XIRR)

1Y
+4.30%
3Y
—
5Y
—
Since Inception
+4.83%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.47

Sharpe Ratio

—

Alpha

—

Beta

-0.50

Sortino

1.22%

Std Dev

-0.53%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategoryShort Term
BenchmarkNIFTY Short Duration Debt Index
Launch Date15 Jan 2025
AMFI Code153240
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% if redeemed or switched out on or before completion of 15 days from the date of allotment of units Nil if redeemed or switched out after completion of 15 days from the date of allotment of units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

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 ₹98.1 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%.

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