- Mutual Funds
- Union Mutual Fund
- Union Short Duration Fund Direct Growth
Union Short Duration Fund Direct Plan Growth
₹ 10.21
NAV (Apr 09)
View Less
Union Short Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment34,909
Wealth Gained7,67,521
Total Corpus Created (₹)
With CAGR of 1.964 % in 5 yearsHistorical NAV
₹ 10.2099
NAV (Apr 9)
Fund Returns
Last 1Y | - |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 2% |
6 Month CAGR | - |
Scheme Information
The scheme seeks to an actively managed scheme with an investment objective to provide reasonable returns and liquidity by investing in a range of debt and money market instruments while maintaining the balance of safety, liquidity and returns.
Expense Ratio | 0.33 % |
Launched <1Y | 2025-01-31 |
AUM in Crores | 542.7 |
ISIN | INF582M01KO3 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Short Duration Debt A-II Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Short Duration Fund Direct (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,772 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr | ||
₹ 42,292 cr | ||
₹ 9,086 cr |
About the AMC
Union Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.9% | 6.5% | ||
11.8% | 13.2% | ||
11.5% | 13.3% | ||
9.1% | 10.1% | ||
7% | 6.9% |
Union Short Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment34,909
Wealth Gained7,67,521
Total Corpus Created (₹)
With CAGR of 1.964 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Union Short Duration Fund Direct Plan Growth?
What is the current AUM of Union Short Duration Fund Direct Growth?
What is the latest NAV of Union Short Duration Fund Direct Growth?
What is the Riskometer rating for Union Short Duration Fund Direct Plan Growth?
Which are the top sector holdings in Union Short Duration Fund Direct Plan?
Which are the top stock holdings in Union Short Duration Fund Direct Plan?
What is the asset allocation of Union Short Duration Fund Direct Plan Growth?
What has been the performance of Union Short Duration Fund Direct Growth returns?
Does Union Short Duration Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Union Short Duration Fund Direct Plan Growth?
How to invest in Union Short Duration Fund Direct Growth?
How can I redeem my investment in Union Short Duration Fund Direct Plan?