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  • Union Short Term Fund (RIDCW-W)
Union Mutual Fund

Union Short Term Fund (RIDCW-W)

DebtShort Term

1009.349

NAV (Jan 18)

4.5%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Short Term Fund (RIDCW-W)70%8,30,002 97,3905.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2019-01-18

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 16,612 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,38 debt and 12 hybrid funds.amc-img
phone-img022-24833300
Fund NameScripbox Opinion
Till Date CAGR

17.7%

12.8%

5.7%

6.7%

6.4%

5.3%

5.6%

5.2%

17.7%

12.7%

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 6/15/2024 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)?

Union Short Term Fund (RIDCW-W) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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.