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Union Short Duration Fund
Fund Overview
| Expense ratio | 0.33% as on Aug 31, 2025 |
| Exit load | 0% |
| AUM (Fund size) | ₹511 Cr |
| Lock-in Period | Nil |
| Age | 8 m since Jan 15, 2025 |
| Benchmark | CRISIL Short Duration Debt A-II Index |
| Min. investment | Lumpsum: ₹5000 |
| Risk | Moderate |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Union Short Duration Fund | 0.57% | 4.03% | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential Short Term Fund | 0.65% | 4.23% | 8.65% | 8.44% | 7.26% | 8.24% |
| UTI Short Duration Fund | 0.56% | 3.93% | 8.04% | 8.05% | 7.64% | 6.84% |
| Sundaram Short Duration Fund | 0.71% | 3.95% | 8.06% | 8.06% | 7.88% | 6.98% |
| Baroda BNP Paribas Short Duration Fund | 0.59% | 4.16% | 8.34% | 8.18% | 6.54% | 7.72% |
| Aditya Birla Sun Life Short Term Fund | 0.62% | 4.04% | 8.43% | 8.21% | 7.01% | 8.07% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Union Short Duration Fund | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential Short Term Fund | 0.79 | 1.76 | 2.17 | 3.82 |
| UTI Short Duration Fund | 0.92 | 2.31 | 1.41 | 2.61 |
| Sundaram Short Duration Fund | 1.04 | 2.53 | 1.22 | 2.21 |
| Baroda BNP Paribas Short Duration Fund | 1.07 | 2.72 | 1.33 | 2.56 |
| Aditya Birla Sun Life Short Term Fund | 1.00 | 2.43 | 1.43 | 2.37 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Union Short Duration Fund | 511 Cr | 8 m | 0.33% |
| ICICI Prudential Short Term Fund | 22,314 Cr | 12 yrs 8 m | 0.45% |
| UTI Short Duration Fund | 3,295 Cr | 12 yrs 8 m | 0.36% |
| Sundaram Short Duration Fund | 204 Cr | 12 yrs 8 m | 0.3% |
| Baroda BNP Paribas Short Duration Fund | 288 Cr | 12 yrs 8 m | 0.44% |
| Aditya Birla Sun Life Short Term Fund | 10,648 Cr | 12 yrs 8 m | 0.36% |