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Union Short Duration Fund - Regular Plan - Growth Option

Union · Short Duration
Moderate
₹11.04
Current NAV
06 Nov 2026
3.9%
1Y Return
14.5%
3Y CAGR
12.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.05).
  • Very large asset base (AUM: ₹19,600 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.25%) 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.05
Sharpe Ratio
0.65
Beta
6.05
Alpha
1.42
Sortino
Fund Details
Fund House Union
Category Short Duration
AUM ₹19600 Cr
Expense Ratio 2.25%
Min SIP ₹500
Min Lumpsum ₹1000
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