Union Short Duration Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Short Duration Growth Direct Plan

NAV
₹10.0555
+0.02%
(11 Mar)
AUM
521 Cr
Risk
Low Risk
Insights
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.3%
+8.2%
+8.1%
+7.7%
NA
3Y
+14.5%
+7.3%
+7.7%
+7.1%
NA
5Y
+8.3%
+7.5%
+7.4%
+8.0%
NA
ALL
+6.9%
+8.6%
+8.5%
+7.4%
+0.5%
VOL
3.6%
1.6%
1.6%
2.0%
0.4%
TER
0.5%
0.4%
0.5%
0.4%
NA
AUM
₹109 Cr
₹8,689 Cr
₹20,112 Cr
₹2,338 Cr
₹521 Cr
INFO
1.91
5.23
5.16
3.67
1.27
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Short Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Feb
Top holdings
7.04% Govt Stock 2029
7.7%
7.32% Govt Stock 2030
5.9%
Larsen And Toubro Limited - NCD & Bonds
4.9%
Jamnagar Utilities And Power Private Limited - NCD & Bonds
4.8%
Small Industries Development Bank Of India - NCD & Bonds
4.8%
Sikka Ports & Terminals Limited - NCD & Bonds
4.8%
LIC Housing Finance Limited - NCD & Bonds
4.8%
National Housing Bank - NCD & Bonds
4.8%
Kotak Mahindra Prime Limited - NCD & Bonds
4.8%
National Bank For Agriculture And Rural Development - NCD & Bonds
4.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The Scheme is 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. There is no assurance that the investment objective of the Scheme will be achieved
Fund manager(s)
Anindya Sarkar
Shrenuj Parekh

FAQs