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Union Short Duration Fund - Direct Plan - Growth Option

Union · Short Duration
Moderate
₹11.12
Current NAV
06 Nov 2026
4.3%
1Y Return
17.6%
3Y CAGR
15.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.66%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.36).
  • Very large asset base (AUM: ₹12,410 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.36
Sharpe Ratio
0.96
Beta
-1.64
Alpha
1.85
Sortino
Fund Details
Fund House Union
Category Short Duration
AUM ₹12410 Cr
Expense Ratio 0.66%
Min SIP ₹500
Min Lumpsum ₹1000
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