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Union Low Duration Fund - Regular Plan - IDCW Option

Union · Low Duration
Low
₹10.19
Current NAV
06 Nov 2026
0.2%
1Y Return
22.8%
3Y CAGR
19.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.38).
Cons / Risks
  • Higher expense ratio (1.98%) which can affect compounding over long horizons.
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
1.88
Sharpe Ratio
1.18
Beta
5.38
Alpha
2.41
Sortino
Fund Details
Fund House Union
Category Low Duration
AUM ₹2430 Cr
Expense Ratio 1.98%
Min SIP ₹500
Min Lumpsum ₹1000
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