
Union Short Term Fund(G)-Direct Plan
+4.94%
1Y annualised
+4.94%
1Y annualised
-0.11% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹11.06
Min. SIP amount
₹500
Fund size (AUM)
112 Cr
Expense ratio
0.33%
Launched on
31 Jan 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹11.06
Min. SIP amount
₹500
Fund size (AUM)
112 Cr
Expense ratio
0.33%
Launched on
31 Jan 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Others
100.00%
Sector Allocation
Corporate Debt
46.66%
Certificate Of Deposit
22.38%
Cash & Cash Equivalents And Net Assets
16.55%
Government Securities
13.04%
Alternative Investment Fund
1.37%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Anindya Sarkar
Present
Shrenuj Parekh
Present
Similar/Peer Fund Comparison
Tata Ultra Short Term Fund(G)-Direct Plan
Aditya Birla SL Ultra Short Term Fund(G)-Direct Plan
ICICI Pru Short Term Fund(G)-Direct Plan
Axis Short Term Fund(G)-Direct Plan
Aditya Birla SL Short Term Fund(G)-Direct Plan
Mahindra Manulife Short Term Fund(G)-Direct Plan
Sundaram Short Term Fund(G)-Direct Plan
Nippon India Short Term Fund(G)-Direct Plan
FAQs
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