INDmoney
Union Short Duration Fund
Get the latest NAV of Union Short Duration Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.70
▲0.1%1D
NAV as on 30 Jan 2026
7%/per year
Since Inception
▲▼
14 people have invested ₹ 58.6K in Union Short Duration Fund in the last three months
Union Short Duration Fund Performance vs. Short Duration Index
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jan-26)
The fund has underperformed the benchmark (Short Duration Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Union Short Duration Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Union Short Duration Fund Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
Union Short Duration Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 2 Sectors in December were Corporate, Government
Corporate
80%
Government
13%
Corporate
71%
Government
22%
Union Short Duration Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.33% |
Benchmark | CRISIL Short Duration Debt A-II TR INR |
| AUM | ₹479 Cr |
| Inception Date | 31 January, 2025 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 41.55% |
| Risk |   Low Risk |
About Union Short Duration Fund
Union Short Duration Fund is a debt fund. This fund was started on 31 January, 2025. The fund is managed by Anindya Sarkar, Shrenuj Parekh. This fund is suitable to keep your money safe.
Key Parameters
- Union Short Duration Fund has ₹479 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Union Short Duration Fund has given a CAGR return of 7.00% since inception.
Holdings
Union Short Duration Fund has allocated its funds majorly in Corporate, Cash Equivalent, Government. Its top holdings are Indian Oil Corporation Limited, 7.32% Govt Stock 2030, Mankind Pharma Limited, Small Industries Development Bank Of India, Jio Credit Limited
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:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Union Short Duration Fund
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 has no lock in period.
Fund Manager
Anindya Sarkar
Fund Manager of Union Short Duration Fund, since 31 January 2025
Shrenuj Parekh
Fund Manager of Union Short Duration Fund, since 31 January 2025
- AUM of the fund stands at 479.4 Cr as of Dec'25
- AUM has remained same between Dec'25 and Nov'25
Frequently Asked Questions for Union Short Duration Fund
How do I invest in Union Short Duration Fund?
- Download the INDmoney app.
- Search for ‘Union Short Duration Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.