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Union Low Duration Fund - Regular Plan - Growth Option

Union · Low Duration
Low
₹10.48
Current NAV
25 Jun 2026
25.1%
1Y Return
11.1%
3Y CAGR
15.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹15,260 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.71
Sharpe Ratio
0.91
Beta
0.71
Alpha
0.93
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Fund Details
Fund House Union
Category Low Duration
AUM ₹15260 Cr
Expense Ratio 1.31%
Min SIP ₹500
Min Lumpsum ₹1000
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