Union Short Term Fund Growth+0.02%

1Groww
6.26%
1 Year Return
Debt
Liquid
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Union Short Term Fund Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.44%
NAV1654.0 (18 Jan 2019)
Fund Started24 Apr 2012
Fund Size16 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Union Short Term Fund Growth
6.3%
6.3%
7.2%
7.7%
Category Average
9.0%
NA
NA
-
Rank within category
14
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

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    Fund Managers

    addDevesh Thacker
    Education
    Mr. Thacker is a B.Com (H) and Post graduate from University of Pune.
    Experience
    Prior to joining Union KBC AMC in 2011 he has worked with Sahara AMC.
    Funds Managed

    Other Details

    Union Short Term Fund Growth is a Debt Mutual Fund Scheme launched by Union KBC Mutual Fund. This scheme was introduced to investors on 24 Apr 2012. Devesh Thacker is the Current Fund Manager of Union Short Term Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹16 Cr and the Latest NAV as of 18 Jan 2019 is ₹1654.0.

    The Union Short Term Fund Growth is rated Moderately Low risk. Minimum SIP Investment is 1000. Nil.

    Investment Objective

    To provide reasonable returns commensurate with low to moderate risk and high level of liquidity through a portfolio of money market and debt securities. However, there can be no assurance that the investment objective of the scheme will be achieved.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Union KBC Mutual Fund

    Address
    Unit 802, 8th Floor, Tower ‘A’, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel (West) Mumbai - 400013
    Phone
    022-24833300
    Launch Date
    22 Mar 2011
    Union Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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