Union Short Duration Fund - Direct - Growth

Income/Debt Oriented Schemes by Union Asset Management Company Private Limited

1Y Returns (CAGR)
5.09%
Expense Ratio
0.35%

as of 01/08/2026

AUM
₹29.74 Cr

Qtr End: Jun 26

NAV
₹11.049

as of 31/08/2026

Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
Period
Returns
CAGR
Volatility
3M1.94%7.99%1.53%
6M2.41%4.89%1.50%
1Y5.09%5.09%1.23%
3YN/AN/AN/A
5YN/AN/AN/A
Scheme Details
Launch Date
15/01/2025
Fund Age
1.6 years
Minimum Investment
₹1,000
Fund House
Union Mutual Fund
Category
Income/Debt Oriented Schemes
Sub-category
Short Term Fund (Income/Debt Oriented Schemes)
Similar Funds

Top funds in the same category and sub-category.

ICICI Prudential Short Term Fund - Direct - Growth
3Y CAGR7.71%
TER0.45%
AUM₹13,306.94 Cr
Axis Short Term Fund - Direct - Growth
3Y CAGR7.66%
TER0.40%
AUM₹6,720.69 Cr
Nippon India Short Term Fund - Direct - Growth
3Y CAGR7.58%
TER0.37%
AUM₹4,902.36 Cr
Aditya Birla Sun Life Short Term Fund - Direct - Growth
3Y CAGR7.55%
TER0.37%
AUM₹4,755.89 Cr
Bandhan Short Duration Fund - Direct - Growth
3Y CAGR7.61%
TER0.36%
AUM₹5,470.9 Cr
HDFC Short Term Debt Fund - Direct - Growth
3Y CAGR7.39%
TER0.40%
AUM₹10,226.63 Cr

Frequently Asked Questions