DT
Devesh ThackerLead
Since Jul 2025
AUM managed
₹9,883.31Cr
Tenure
Since Jul 2025
Funds
7
Union Low Duration Reg Gr
Low Duration FundUnion Mutual Fund
NAV
₹10.60
-0.04% today
AUM
₹343.58 Cr
Fund size
Expense
0.82%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹1,000
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterLow to Moderate Risk
BenchmarkNIFTY Low Duration Debt Idx A-I TR INR (100%)
Number of holdings7
Inception16 Jul 2025
Exit load0.0
Debt metrics
Modified duration0.91 yrs
Average maturity1.03 yrs
Yield to maturity7.03%
Average credit qualityAAA
Standard deviation0.96%
Capital gains tax
Debt
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
Debt and other non-equity mutual fund gains are taxed at the investor's slab rate.
Fund managers
About Union Low Duration Reg Gr
Union Low Duration Reg Gr is an open-ended Low Duration Fund mutual fund scheme offered by Union Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.60 per unit and the scheme manages ₹343.58 Cr in assets under management. The fund charges an expense ratio of 0.82% and is benchmarked against NIFTY Low Duration Debt Idx A-I TR INR (100%). Over the trailing 1 year, Union Low Duration Reg Gr has delivered +5.21% returns. SEBI's riskometer places this scheme in the Low to Moderate Risk category, so read the scheme information document before investing.
Investment objective
The Investment objective of the scheme is 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 such that the Macaulay Duration of the portfolio is between 6 months to 12 months.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Union Low Duration Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | +0.25% | +0.36% |
| 3 months | +1.43% | +1.49% |
| 6 months | +2.85% | +2.84% |
| 1 year | +5.21% | +5.61% |
| 3 years | 0.00% | +6.95% |
| 5 years | 0.00% | +6.23% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +0.45% |
| 3 months | +1.88% | +1.78% |
| 6 months | +2.61% | +2.67% |
| 1 year | +5.16% | +5.43% |
| 3 years | 0.00% | +18.93% |
| 5 years | 0.00% | +38.17% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Union Low Duration Reg Gr — frequently asked questions
What is the NAV of Union Low Duration Reg Gr?
The latest net asset value (NAV) of Union Low Duration Reg Gr is ₹10.60 per unit, -0.04% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Union Low Duration Reg Gr delivered?
Union Low Duration Reg Gr has returned +5.21% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Union Low Duration Reg Gr?
Union Low Duration Reg Gr charges an expense ratio of 0.82% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Union Low Duration Reg Gr?
SEBI's riskometer classifies Union Low Duration Reg Gr as Low to Moderate Risk, which is typical for a Low Duration Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Union Low Duration Reg Gr?
You can start a SIP in Union Low Duration Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages Union Low Duration Reg Gr?
Union Low Duration Reg Gr is managed by Union Mutual Fund, holds ₹343.58 Cr in assets under management and invests across 7 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Union Mutual Fund
- Scheme category
- Debt
- Scheme sub-category
- Low Duration Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF582M01LU8
- Scheme code
- FS0000JR0C
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