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Fund Overview of Union Short Duration Fund Regular-growth
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₹109.7 CrAUM
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₹10.90NAV
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0.81%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Union Short Duration Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.52% | NA | 1.00% |
| 6 Months | 2.41% | NA | 4.64% |
| 1 Year | 4.72% | 4.72% | 8.71% |
Compare Union Short Duration Fund Regular-growth with other mutual funds in the same category
Union Short Duration Fund Regular-growth
Bank Of India Short Term Income Fund Direct-growth
Bank Of India Short Term Income Fund Direct-idcw Monthly
Asset Allocation
debt instruments
91.39%other assets or cash equivalents
8.61%Union Short Duration Fund Regular-growth is one Debt mutual fund offered by Union Mutual Fund. Launched on 31 Jan 2025, the fund aims Short term income generation and capital appreciation solution. A debt fund that aims to generate income by investing in a range of debt and money market instruments of various maturities. It manages assets worth ₹109.7 crore as on Sun May 31, 2026. The expense ratio stands at 0.81%. Fund Manager Manager Education Fund Manager Manager EducationAbout Union Short Duration Fund Regular-growth
The portfolio allocation consists of 91.39% in debt instruments, 8.61% in other assets or cash equivalents.Managed by Shrenuj Parekh, it has delivered a return of 4.72% in the last year, a total return since inception of 6.43%.
Depending on investment horizon investors may evaluate best sip during their long-term financial strategy.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bank Of India Short Term Income Fund Direct-growth  |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Regular-growth |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Sundaram Short Duration Fund Direct-growth |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| UTI Short Duration Direct-flexi Idcw |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
| UTI Short Duration Direct-growth |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Union Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Union Short Duration Fund Direct-growth
|
₹110 | 1.28% | 1.63% | 2.57% | 5.09% | - |
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Union Short Duration Fund Direct-idcw
|
₹110 | 1.28% | 1.63% | 2.57% | 5.09% | - |
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Union Short Duration Fund Regular-idcw
|
₹110 | 1.24% | 1.52% | 2.41% | 4.72% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund-growth |
₹21,229 | ₹63.63 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹21,229 | ₹69.79 | 7.95% | 7.17% | 8.04% |
| ICICI Prudential Short Term Fund-idcw Monthly |
₹21,229 | ₹12.19 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-idcw Monthly |
₹21,229 | ₹12.81 | 7.95% | 7.17% | 8.04% |
| Kotak Bond Short Term Fund Direct-growth |
₹15,287 | ₹60.53 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-growth |
₹15,287 | ₹54.60 | 6.70% | 5.70% | 6.65% |
| Kotak Bond Short Term Fund Direct-idcw |
₹15,287 | ₹16.06 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-idcw |
₹15,287 | ₹12.12 | 6.70% | 5.70% | 6.65% |
| HDFC Short Term Debt Fund-growth |
₹14,864 | ₹33.79 | 7.31% | 6.28% | 7.22% |
| HDFC Short Term Debt Fund Direct Plan-growth |
₹14,864 | ₹34.98 | 7.64% | 6.66% | 7.53% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Indian Oil Corporation Limited Sr Xxvii 7.25 Ncd 06jn30 Fvrs1lac | Energy & Utilities | 9.00% | ₹9.87 Cr |
| Jio Credit Limited Sr Ii 7.08 Ncd 26my28 Fvrs1lac | Financial | 8.96% | ₹9.82 Cr |
| Government Of India 37080 Goi 16fb31 6.36 Fv Rs 100 | Entities | 8.95% | ₹9.82 Cr |
| Rec Limited Sr 248a 6.52 Bd 31jn28 Fvrs1lac | Financial | 8.94% | ₹9.80 Cr |
| Power Finance Corporation Ltd. Sr 207 7.04 Bd 16dc30 Fvrs10lac | Financial | 8.87% | ₹9.73 Cr |
| Icici Bank Limited Cd 08mar27 | Financial | 8.61% | ₹9.44 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 7.24% | ₹7.94 Cr |
| Bank Of Baroda Cd 08mar27 | Financial | 6.88% | ₹7.55 Cr |
| Canara Bank Cd 11mar27 | Financial | 6.88% | ₹7.54 Cr |
| Hdfc Bank Limited Cd 09mar27 | Financial | 6.88% | ₹7.54 Cr |
| Repo | Unspecified | 6.52% | ₹7.14 Cr |
| Bharti Telecom Limited Sr Xxv 7.35 Ncd 15ot27 Fvrs1lac | Technology | 4.50% | ₹4.94 Cr |
| Punjab National Bank Cd 09mar27 | Financial | 4.30% | ₹4.72 Cr |
| Net Receivables | Unspecified | 2.09% | ₹2.29 Cr |
| Others Class A2 Aif | Unspecified | 1.38% | ₹1.52 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Short Term Income Fund Direct-growth |
₹30.65 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹14.90 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹14.13 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Regular-growth |
₹28.04 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹14.39 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹14.18 | 6.97% | 10.16% | - |
| Sundaram Short Duration Fund Direct-growth |
₹50.63 | 7.47% | 7.97% | - |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹13.19 | 7.47% | 7.97% | - |
| UTI Short Duration Direct-flexi Idcw |
₹19.67 | 7.44% | 7.57% | - |
| UTI Short Duration Direct-growth |
₹35.60 | 7.44% | 7.57% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Union Short Duration Fund Regular-growth
What is the current AUM of Union Short Duration Fund Regular-growth?
As of Sun May 31, 2026, Union Short Duration Fund Regular-growth manages assets worth ₹109.7 crore
How has Union Short Duration Fund Regular-growth performed recently?
- 3 Months: 1.52%
- 6 Months: 2.41%
What is the long-term performance of Union Short Duration Fund Regular-growth?
- Since Inception: 6.43%
What is the portfolio composition of Union Short Duration Fund Regular-growth?
Debt: 91.39%, Others: 8.61%.
Who manages Union Short Duration Fund Regular-growth?
Union Short Duration Fund Regular-growth is managed by Shrenuj Parekh from Union Mutual Fund.
Which are the top companies Union Short Duration Fund Regular-growth has invested in?
- INDIAN OIL CORPORATION LIMITED SR XXVII 7.25 NCD 06JN30 FVRS1LAC – 9.00% of the fund's portfolio
- JIO CREDIT LIMITED SR II 7.08 NCD 26MY28 FVRS1LAC – 8.96% of the fund's portfolio
- GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 – 8.95% of the fund's portfolio
- REC LIMITED SR 248A 6.52 BD 31JN28 FVRS1LAC – 8.94% of the fund's portfolio
- POWER FINANCE CORPORATION LTD. SR 207 7.04 BD 16DC30 FVRS10LAC – 8.87% of the fund's portfolio
Which are the major sectors Union Short Duration Fund Regular-growth focuses on?
- Financial – 67.56% of the fund's portfolio
- Unspecified – 9.99% of the fund's portfolio
- Energy & Utilities – 9.00% of the fund's portfolio
- Entities – 8.95% of the fund's portfolio
- Technology – 4.50% of the fund's portfolio
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