Union Short Duration Fund Direct Growth
Debt
Direct
Short Duration
NAV as on 04-02-2025
₹ 10.01
Inception Returns
0.1%
/yr
About Union Short Duration Fund Direct Growth
Union Short Duration Fund Direct Growth is a debt fund. This fund was started on 31 January, 2025. The fund is managed by Anindya Sarkar. This fund is suitable to keep your money safe.
Key Parameters
- Union Short Duration Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.
Returns
Union Short Duration Fund Direct Growth has given a CAGR return of 0.11% since inception.
Holdings
Union Short Duration Fund Direct Growth has allocated its funds majorly in . Its top holdings are
Taxation
As it is a short duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:For short term (less than 3 years) capital gains will be taxed at your income slab rate.For long term (more than 3 years) capital gains will be taxed at 20% with indexation benefit.Dividends will always be taxed at slab rate.
Investment objective of Union Short Duration Fund Direct Growth
The Scheme is an actively managed Scheme with an investment objective to provide reasonable returns and liquidity by investing in a range of debt and money market instruments while maintaining the balance of safety, liquidity and returns. There is no assurance that the investment objective of the Scheme will be achieved
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Union Short Duration Fund Direct Growth has no lock in period.
Historical NAV & Returns
Union Short Duration Fund Direct Growth Overview
| Expense ratio | -- |
Benchmark | CRISIL Short Term Bond Fund TR INR |
| AUM | ₹0 Cr |
| Inception Date | 31 January, 2025 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
| LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
| Risk |   Moderate Risk |
Union Short Duration Fund Direct Growth Highlights
Moderate Risk
About the fund
Frequently Asked Questions for Union Short Duration Fund Direct Growth
Union Short Duration Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.