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Union Short Duration Fund Direct Growth

Union Short Duration Fund Direct Growth

NAV ₹10.68 as on 17 Nov 2025

RiskModerate

Fund Size₹529.94Cr

NAV	₹10.68 as on 17 Nov 2025
Risk	Moderate
Fund Size	₹529.94Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

0 years 10 months (Since Jan 31, 2025)

Return since Launch

6.77%

Expense ratio

0.33%

Type

OPEN

AUM (Fund Size)

₹529.94

Risk Grade

Moderate

Benchmark

CRISIL Short Duration Debt A-II Index

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Anindya Sarkar

Experience:

He was associated with Union Asset Management Company Private Limited as Vice President - Risk Management, ICAP India Pvt. Ltd as Dealer - Fixed Income and Sarcon Blockbuild Ltd, Navigators Inc. and School of Risk Management and Actuarial 0Science, St. John's University, in various capacities.

Asset Allocation

Currently, data not available

See All

N A B A R D 9.04%

I R F C 8.61%

REC Ltd 8.47%

Power Fin.Corpn. 7.65%

S I D B I 5.76%

Larsen & Toubro 4.94%

Jamnagar Utiliti 4.83%

I O C L 4.82%

LIC Housing Fin. 4.80%

Tata Capital 4.79%

Tata Cap.Hsg. 4.79%

Sikka Ports 4.77%

GSEC2030 3.95%

Bajaj Finance 3.87%

Mankind Pharma 3.83%

Jio Credit 2.83%

Net CA & Others 2.51%

Gsec2029 1.95%

Kotak Mahindra P 1.92%

GSEC2035 1.86%

TREPS 1.82%

GSEC2034 0.97%

Bharti Telecom 0.94%

CDMDF-A2 0.28%

See All

Scheme Holding Summary

Debt Others

91.27%

Govt. Securities

8.73%

See All

Debt Others

National Bank for Agriculture & Rural Development

9.04%

Indian Railway Finance Corporation Ltd

8.61%

REC Ltd

8.47%

Power Finance Corporation Ltd

7.65%

Small Industries Development Bank of India Ltd

5.76%

Larsen & Toubro Ltd

4.94%

Jamnagar Utilities & Power Pvt Ltd

4.83%

Indian Oil Corporation Ltd

4.82%

LIC Housing Finance Ltd

4.80%

Tata Capital Ltd

4.79%

Tata Capital Housing Finance Ltd

4.79%

Sikka Ports & Terminals Ltd

4.77%

Bajaj Finance Ltd

3.87%

Mankind Pharma Ltd

3.83%

Jio Credit Ltd

2.83%

Kotak Mahindra Prime Ltd

1.92%

Bharti Telecom Ltd

0.94%

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderate Risk

Fund house & investment objective

UNION MUTUAL FUND

Rank (total assets)	#28 in India
Total AUM	₹23,798.76Cr

Date of Incorporation	30 Dec 2009

Union Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 31 Jan 2025. The fund currently has an Asset Under Management(AUM) of ₹23,798.76 Cr and the Latest NAV as of 17 Nov 2025 is ₹10.68.
The Union Short Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹1,000. Exit load of Nil.

Returns and Rankings

Category: Debt Short Duration Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	-	-	-	-
Category average	8.18%	2.48%	1.21%	-
Rank within category	0	0	0	-

FAQ’s

What kind of returns does Union Short Duration Fund Direct Growth provide?

Union Short Duration Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by Union Short Duration Fund Direct Growth?

The Expense Ratio charged by Union Short Duration Fund Direct Growth is 0.33%.

What is the AUM size of Union Short Duration Fund Direct Growth?

The AUM size of Union Short Duration Fund Direct Growth is ₹529.94Cr.

What is the minimum SIP amount that you can invest in Union Short Duration Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Union Short Duration Fund Direct Growth .

What are the top stock holdings of Union Short Duration Fund Direct Growth?

The top stock holdings of Union Short Duration Fund Direct Growth include , National Bank for Agriculture & Rural Development , Indian Railway Finance Corporation Ltd , REC Ltd and Power Finance Corporation Ltd.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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Union Short Duration Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Debt Others

Govt. Securities

Debt Others

Govt. Securities

Category: Debt Short Duration Fund

FAQ’s

What kind of returns does Union Short Duration Fund Direct Growth provide?

What is the expense ratio charged by Union Short Duration Fund Direct Growth?

What is the AUM size of Union Short Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in Union Short Duration Fund Direct Growth?

What are the top stock holdings of Union Short Duration Fund Direct Growth?

Union Short Duration Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Debt Others

Govt. Securities

Debt Others

Govt. Securities

Category: Debt Short Duration Fund

FAQ’s

What kind of returns does Union Short Duration Fund Direct Growth provide?

What is the expense ratio charged by Union Short Duration Fund Direct Growth?

What is the AUM size of Union Short Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in Union Short Duration Fund Direct Growth?

What are the top stock holdings of Union Short Duration Fund Direct Growth?

Open FREE
3-in-1 Account

Start SIPs at just
₹100