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

Union Short Duration Growth Direct Plan

NAV
₹10.6996
-0.00%
(2 Feb)
AUM
479 Cr
TER
0.33%
Risk
Low Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.1%
+7.9%
+7.8%
+7.6%
NA
3Y
+8.3%
+8.0%
+8.1%
+8.1%
NA
5Y
+7.0%
+6.7%
+6.8%
+6.8%
NA
ALL
+8.5%
+8.2%
+8.1%
+8.6%
+7.0%
VOL
1.6%
1.5%
1.4%
1.6%
1.0%
TER
0.5%
0.4%
0.4%
0.4%
0.3%
AUM
₹23,473 Cr
₹12,708 Cr
₹9,723 Cr
₹10,575 Cr
₹479 Cr
INFO
5.28
5.55
5.67
5.31
6.68
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 Jan
Top holdings
Treps
21.6%
Indian Oil Corporation Limited - NCD & Bonds - NCD & Bonds
12.7%
7.32% Govt Stock 2030
10.4%
Mankind Pharma Limited - NCD & Bonds - NCD & Bonds
10.1%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
7.6%
Jio Credit Limited - NCD & Bonds - NCD & Bonds
7.5%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
7.5%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.1%
Rec Limited - NCD & Bonds - NCD & Bonds
5.0%
6.48% Govt Stock 2035
5.0%
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