- Mutual Funds
- Union Mutual Fund
- Union Short Term Fund (RIDCW-W)
Union Short Term Fund (RIDCW-W)
₹ 1009.349
NAV (Jan 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹
NAV ()
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | NA |
6 Month CAGR | NA |
Scheme Information
The investment objective of the Scheme is to provide reasonable returns commensurate with low to moderate risk and high level of liquidity through a portfolio of short to medium term debt and money market instruments. However,there can be no assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 0 |
Launched (12y ago) | Apr 24, 2012 |
AUM in Crores | 15.905 |
ISIN | INF582M01393 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Term Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.6 |
Standard Deviation (5yr) | 0.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0.25 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 2.414 |
YTM | 6.63 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Short Term Fund (RIDCW-W) | 8,30,002 | 97,390 | 5.2% | |
| 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 | Rolling Returns |
|---|---|---|
₹ 10,652 cr | ||
₹ 4,916 cr | ||
₹ 53,696 cr | ||
₹ 15,103 cr | ||
₹ 15,072 cr |
About the AMC
Union Asset Management Co. Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.1% | 13% | ||
5.8% | 6.8% | ||
6.4% | 5.4% | ||
5.7% | 5.2% | ||
17.1% | 12.8% |
Union Short Term Fund (RIDCW-W) Review
Union Short Term Fund (RIDCW-W) is a Short Term Debt fund and has delivered an annualised return of 5.9% over a period of 12 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund manager’s name is null.
Nav of Union Short Term Fund (RIDCW-W) as of 1/18/2019 is ₹1009.35 with the total AUM as of 7/26/2024 is ₹15.905. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Short Term Fund (RIDCW-W) was launched on Apr 24, 2012. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Union Short Term Fund (RIDCW-W) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.
Union Short Term Fund (RIDCW-W) 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 Short Term Bond Fund TR INR.
Union Short Term Fund (RIDCW-W) is rated as a 0 fund in Debt and delivered 4.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Short Term Fund (RIDCW-W).
Frequently Asked Questions
What is Union Short Term Fund (RIDCW-W)?
How to invest in Union Short Term Fund (RIDCW-W)?
You can invest in Union Short Term Fund (RIDCW-W) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Short Term Fund (RIDCW-W)?
The minimum sip amount for Union Short Term Fund (RIDCW-W) is ₹0. You can invest in multiples of ₹5000.
Is Union Short Term Fund (RIDCW-W) good to invest in?
As per Scripbox experts, Union Short Term Fund (RIDCW-W) is a Not Reviewed Yet fund. You can investUnion Short Term Fund (RIDCW-W) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Short Term Fund (RIDCW-W)?
The expense ratio of the Union Short Term Fund (RIDCW-W) is % for regular plan.