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Mutual FundsUnion Short Duration Fund Direct - Growth

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Union Short Duration Fund Direct - Growth

DebtShort Duration Fund

1 Year Returns

7.32%profit

NAV (₹) on 10 Mar 2026

10.7890

1 Day NAV Change (₹)

-0.0032
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

About Fund

Union Short Duration Fund Direct - Growth is a Debt mutual fund scheme launched on 31 Jan 2025. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹1,000.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.24 L

7.32%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 24,330 (4.06%)

Maturity Value

₹ 6,24,330

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns Comparison

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*The above returns are absolute.

Returns Vs Nifty 50

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

Start SIP
Historical NAV
10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹137.17 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

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Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ 10.7922

Min. SIP Amount

₹ 500.00

Min. Lumpsum Amount

₹ 1,000.00

AUM (in Cr.)

₹ 137.17

Expense Ratio

0.33%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 10.0606

Inception Date

31 Jan 2025

Fund Age

1 Yrs

Benchmark

CRISIL Short Duration Debt A-II Index

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • No charges for withdrawal

Tax Implication

  • Returns to be taxed as per your normal Income Tax slab.

Fund Managers

Anindya Sarkar

Name

Anindya Sarkar

Qualification

BE Civil, MBA (Finance), MBA (Risk & Insurance) and FRM

Shrenuj Parekh

Name

Shrenuj Parekh

Qualification

Chartered Accountant, ICAI, Bachelor of Commerce,University of Mumbai, N.M. College of Commerce andEconomics

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

Risk-O-Meter

Investors understand that their principal will be at

Moderate Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

Union Mutual Fund

Funds Managed

30

Assets Managed (₹ Cr)

₹ 26,830.51

Contact Details

telephone 022-67483300

Registered Address

locate

Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059

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FAQs

Union Short Duration Fund was launched on 31 Jan 2025.
The current NAV of Union Short Duration Fund is ₹10.7890 as of 10 Mar 2026.
The latest value of AUM of Union Short Duration Fund is ₹137.17 crores as of 10 Mar 2026.
The return on investment of Union Short Duration Fund is:
  • In the past 1Y: 7.32%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Union Short Duration Fund is 0.33%.
The exit load of Union Short Duration Fund is as follows:
No charges for withdrawal
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Union Short Duration Fund is Moderate.
The fund manager of Union Short Duration Fund is Anindya Sarkar, Shrenuj Parekh.
If you wish to invest in Union Short Duration Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹1,000.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Union Short Duration Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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Union Short Duration Fund

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