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    • Union Medium Duration Fund (Growth)
    Union Mutual Fund

    Union Medium Duration Fund (Growth)

    DebtMedium Term

    10.5512

    NAV (Sep 21)

    5.4%
    Till Date CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in medium term mutual funds.

    However, Scripbox does not recommend investing in medium term mutual funds.

    Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.

    This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    356 Cr. Small within the category

    Impact of Interest Rate Changes

    High Interest Rate Risk. The impact on fund value is high when interest rates change

    Credit Quality Of Fund's Portfolio

    Low Credit Risk. The fund has a high credit quality compared to other debt funds

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    Short Term Money

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

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      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only, Car, Down Payment

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    Historical NAV

    10.5512

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    5.4%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    5.4%
    6 Month CAGR
    4.4%
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the Scheme is to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments. However,there is no assurance that the Investment Objective of the Scheme will be achieved.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    1.13
    Launched (1y ago)
    Sep 14, 2020
    AUM in Crores
    355.378
    ISIN
    INF582M01GU8
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Medium Term Debt TR INR
    SIP Minimum
    2000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Anindya Sarkar

    Fund Manager

    user-avatar

    Parijat Agrawal

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only, Car, Down Payment
      Expert Investing Only, Car, Down Payment
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 14,236 cr

    5

    recommended-badge

    ₹ 32,671 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 34,969 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Union Asset Management Co. Pvt. Ltd.

    Union Asset Management Co. Pvt. Ltd. manages assets worth 8,471 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 16 hybrid funds.

    amc-img

  • tel-amc-about
    022-24833300
  • mail-amc-about
    investorcare@unionmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    20.1%

    15.7%

    top-ranked-badge

    20.7%

    12.5%

    top-ranked-badge

    5%

    7%

    top-ranked-badge

    1.1%

    0%

    top-ranked-badge

    4.7%

    4.1%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Union Medium Duration Fund (G)

    About Union Medium Duration Fund (G)

    Union Medium Duration Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 5.4% over a period of 1 years. . The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Anindya Sarkar, Parijat Agrawal

    Union Medium Duration Fund (G) Investment Objective

    The investment objective of the Scheme is to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments. However,there is no assurance that the Investment Objective of the Scheme will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    Union Medium Duration Fund (G) NAV,AUM,Risk

    The Union Medium Duration Fund (G) fund was launched on Sep 14, 2020. The NAV (Net Asset Value) of this Medium Term Debt fund as of 2021-09-21 is ₹10.55. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹355.378. The category risk of the Union Medium Duration Fund (G) fund is Moderate Risk. The fund charges 1.13 % as expense ratio.

    Union Medium Duration Fund (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 90.6% in this asset class. The top three holdings of the fund are , power finance corporation ltd. , 5.22% goi 2025 , nhpc limited , indian railway finance corporation limited , power grid corporation of india limited , housing development finance corporation limited , small industries development bank of india , national bank for agriculture and rural development , rec limited , 5.15% govt stock 2025 , ultratech cement limited , treps , 7.27% govt stock 2026 , net receivable / payable , 5.63% govt stock 2026 , 91 dtb 28102021

    Union Medium Duration Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹2000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Union Medium Duration Fund (G) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Term Debt TR INR.

    Union Medium Duration Fund (G) Review

    Union Medium Duration Fund (G) has a score of 1 on a scale of 5. The fund has a score of 1 out of 5 based on historical performance. As compared to the other funds in its category, Union Medium Duration Fund (G) has a score of 2out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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