AS
Anindya SarkarLead
Since Jan 2025
AUM managed
₹1,999.51Cr
Tenure
Since Jan 2025
Funds
7
Union Short Duration Reg Gr
Short Duration FundUnion Mutual Fund
NAV
₹11.00
+0.08% today
AUM
₹100.71 Cr
Fund size
Expense
0.66%
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 Risk
BenchmarkCRISIL Short Duration Debt A-II TR INR (100%)
Number of holdings7
Inception31 Jan 2025
Exit load0.0
Debt metrics
Modified duration2.36 yrs
Average maturity3.17 yrs
Yield to maturity6.91%
Average credit qualityAAA
Standard deviation1.87%
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 Short Duration Reg Gr
Union Short Duration Reg Gr is an open-ended Short 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 ₹11.00 per unit and the scheme manages ₹100.71 Cr in assets under management. The fund charges an expense ratio of 0.66% and is benchmarked against CRISIL Short Duration Debt A-II TR INR (100%). Over the trailing 1 year, Union Short Duration Reg Gr has delivered +4.67% returns. SEBI's riskometer places this scheme in the Low Risk category, so read the scheme information document before investing.
Investment objective
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
Regular Plan · Growth option · NAV as of 16 Sept 2026
Union Short Duration Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.20% | -0.12% |
| 3 months | +0.90% | +1.11% |
| 6 months | +2.44% | +2.61% |
| 1 year | +4.67% | +4.88% |
| 3 years | 0.00% | +6.90% |
| 5 years | 0.00% | +6.22% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +0.15% |
| 3 months | +1.93% | +1.96% |
| 6 months | +2.24% | +2.14% |
| 1 year | +4.85% | +4.90% |
| 3 years | 0.00% | +19.12% |
| 5 years | 0.00% | +31.08% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Union Short Duration Reg Gr — frequently asked questions
What is the NAV of Union Short Duration Reg Gr?
The latest net asset value (NAV) of Union Short Duration Reg Gr is ₹11.00 per unit, +0.08% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Union Short Duration Reg Gr delivered?
Union Short Duration Reg Gr has returned +4.67% 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 Short Duration Reg Gr?
Union Short Duration Reg Gr charges an expense ratio of 0.66% 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 Short Duration Reg Gr?
SEBI's riskometer classifies Union Short Duration Reg Gr as Low Risk, which is typical for a Short 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 Short Duration Reg Gr?
You can start a SIP in Union Short Duration Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages Union Short Duration Reg Gr?
Union Short Duration Reg Gr is managed by Union Mutual Fund, holds ₹100.71 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
- Short Duration Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF582M01KK1
- Scheme code
- FS0000JB93
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