Union Short Duration Fund Direct growth

Fixed Income • Short Duration • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Fixed Income

Short Duration

Direct growth

Launched On
31 Jan 2025
1.2 years ago
Lock-in Period
No lock-in
NAV
as of 02 Apr 2026
₹10.74
-0.159% (0.00)
AUM
₹199 Cr
Expense ratio
0.33%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units sold anytime

As per tax slab

Exit Load

If units sold anytime

0%

What's in this fund?

Credit Rating
Sectors
Holdings

40.40%

35.84%

23.76%

Fund House

Union

Union

Inc: 02 Sep 2010 • Total AUM: ₹26,114 Cr • Rank #27
Union Asset Management Company Private Limited is the asset management company (AMC) for Union Mutual Fund. It was established in December 2009 as a subsidiary of Union Bank of India. Initially, it was a joint venture with KBC Asset Management, but Union Bank of India later became the sole owner in 2017

Fund Managers

Anindya Sarkar

Experience: 7.41 yrs • Total AUM: 20,931 Cr

Shrenuj Parekh

Experience: 2.72 yrs • Total AUM: 5,521 Cr

Risk

Category risk
Low to moderate
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
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