Home› Funds› Union Short Duration Fund - Direct Plan - IDCW Opt

Union Short Duration Fund - Direct Plan - IDCW Option

Union · Short Duration
Moderate
₹11.12
Current NAV
06 Nov 2026
4.3%
1Y Return
12.1%
3Y CAGR
21.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.11%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
0.81
Sharpe Ratio
1.01
Beta
-1.19
Alpha
0.90
Sortino
Fund Details
Fund House Union
Category Short Duration
AUM ₹7860 Cr
Expense Ratio 0.11%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%