How to Invest in Union Low Duration Fund Growth?

You can easily invest in Union Low Duration Fund Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Union Low Duration Fund Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Union Low Duration Fund Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Union Low Duration Fund Growth provide?

The Union Low Duration Fund Growth has been there from 16 Jul 2025 and the average annual returns provided by this fund is NA% since its inception.

How much expense ratio is charged by Union Low Duration Fund Growth?

The term Expense Ratio used for Union Low Duration Fund Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Union Low Duration Fund Growth is 1.02% as of 06 Sep 2025...

What is the AUM of Union Low Duration Fund Growth?

The AUM, short for Assets Under Management of Union Low Duration Fund Growth is ₹767.41Cr as of 06 Sep 2025.

How to Redeem Union Low Duration Fund Growth?

If you want to sell your Union Low Duration Fund Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Union Low Duration Fund Growth?

You can select either SIP or Lumpsum investment of Union Low Duration Fund Growth based on your investment objective and risk tolerance.

What is the NAV of Union Low Duration Fund Growth?

The NAV of Union Low Duration Fund Growth is ₹10.07 as of 05 Sep 2025.

What is the PE and PB ratio of Union Low Duration Fund Growth?

The PE ratio ratio of Union Low Duration Fund Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Union Low Duration Fund Growth - NAV, Mutual Fund Performance & Portfolio

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Union Low Duration Fund Growth
Debt
Low Duration
Low to Moderate Risk
1M
All
 NAV: 05 Sep 2025
₹10.07
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹767.41Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (17)NameSectorInstrumentAssets
Jamnagar Utilities and Power Pvt. Ltd.
Capital GoodsDebenture6.70%
PNB Housing Finance Ltd.
FinancialBonds6.61%
Tata Capital Financial Services Ltd.
FinancialNCD6.61%
Power Finance Corporation Ltd.
FinancialDebenture6.58%
National Bank For Agriculture & Rural Development
FinancialDebenture6.58%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture6.57%
HDB Financial Services Ltd.
FinancialNCD6.56%
Titan Company Ltd.
Consumer DiscretionaryNCD6.54%
Canara Bank
FinancialCD6.37%
Axis Bank Ltd.
FinancialCD6.29%
IDFC First Bank Ltd.
FinancialCD6.20%
Cholamandalam Investment and Finance Company Ltd.
FinancialNCD3.33%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture3.32%
REC Ltd.
FinancialDebenture3.28%
LIC Housing Finance Ltd.
FinancialNCD3.26%
REC Ltd.
FinancialNCD3.25%
Bajaj Housing Finance Ltd.
FinancialNCD1.96%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Low Duration
Absolute returns
1M3M6MAll
Fund returns0.3%NANA0.6%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonDebt, Low Duration fundsRating1Y3YFund Size(Cr)
ICICI Prudential Savings Fund Growth
5
8.0%7.7%26,747.56
UTI Low Duration Fund Plan Growth
5
7.9%7.3%3,211.14
Axis Treasury Advantage Fund Growth
5
7.9%7.3%7,154.68
Tata Treasury Advantage Fund Growth
4
7.6%7.0%3,284.63
Sundaram Low Duration Fund (Ex) Plan Growth
5
11.8%5.0%549.95
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
04 Sep 2025 - Present
1.02%
03 Sep 2025 - 04 Sep 2025
1.02%
02 Sep 2025 - 03 Sep 2025
1.02%
01 Sep 2025 - 02 Sep 2025
1.02%
31 Aug 2025 - 01 Sep 2025
1.02%
30 Aug 2025 - 31 Aug 2025
1.02%
29 Aug 2025 - 30 Aug 2025
1.02%
28 Aug 2025 - 29 Aug 2025
1.02%
27 Aug 2025 - 28 Aug 2025
1.02%
26 Aug 2025 - 27 Aug 2025
1.02%
25 Aug 2025 - 26 Aug 2025
1.02%
24 Aug 2025 - 25 Aug 2025
1.02%
22 Aug 2025 - 24 Aug 2025
1.02%
21 Aug 2025 - 22 Aug 2025
1.02%
20 Aug 2025 - 21 Aug 2025
1.02%
19 Aug 2025 - 20 Aug 2025
1.02%
18 Aug 2025 - 19 Aug 2025
1.02%
17 Aug 2025 - 18 Aug 2025
1.02%
16 Aug 2025 - 17 Aug 2025
1.02%
14 Aug 2025 - 16 Aug 2025
1.02%
13 Aug 2025 - 14 Aug 2025
1.02%
12 Aug 2025 - 13 Aug 2025
1.02%
11 Aug 2025 - 12 Aug 2025
1.02%
10 Aug 2025 - 11 Aug 2025
1.02%
08 Aug 2025 - 10 Aug 2025
1.02%
07 Aug 2025 - 08 Aug 2025
1.02%
06 Aug 2025 - 07 Aug 2025
1.02%
05 Aug 2025 - 06 Aug 2025
1.02%
04 Aug 2025 - 05 Aug 2025
1.02%
03 Aug 2025 - 04 Aug 2025
1.02%
01 Aug 2025 - 03 Aug 2025
1.02%
31 Jul 2025 - 01 Aug 2025
1.02%
30 Jul 2025 - 31 Jul 2025
1.02%
29 Jul 2025 - 30 Jul 2025
1.02%
28 Jul 2025 - 29 Jul 2025
1.02%
27 Jul 2025 - 28 Jul 2025
1.02%
25 Jul 2025 - 27 Jul 2025
1.02%
24 Jul 2025 - 25 Jul 2025
1.02%
23 Jul 2025 - 24 Jul 2025
1.02%
22 Jul 2025 - 23 Jul 2025
1.02%
21 Jul 2025 - 22 Jul 2025
1.02%
20 Jul 2025 - 21 Jul 2025
1.02%
19 Jul 2025 - 20 Jul 2025
1.02%
18 Jul 2025 - 19 Jul 2025
1.02%
Expense ratio, exit load and taxExpense ratio: 1.02%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund managementAnindya Sarkar
Aug 2025 - Present
View details
Education
Mr. Sarkar is a BE Civil, MBA (Finance), MBA (Risk & Insurance), FRM
Experience
Prior to joining Union Asset Management Company Private Limited, he has worked with Sarcon Blockbuild Ltd, Navigators Inc., ICAP India Private Limited.
Also manages these schemes
Union Corporate Bond Fund Growth
Union Medium Duration Fund Growth
Union Gilt Fund Growth
Union Fixed Maturity Plan Series 13 (1114 Days) Growth
Union Short Duration Fund Growth
Union Income Plus Arbitrage Active FoF Growth
Union Low Duration Fund Growth
Fund house & investment objective
Union Mutual Fund
Rank (total assets)#27 in India
Total AUM₹20,541.27Cr
Date of Incorporation30 Dec 2009
    Union Low Duration Fund Growth is a Debt Mutual Fund Scheme launched by Union Mutual Fund.     This scheme was made available to investors on 30 Dec 2009.     Parijat Agrawal is the Current Fund Manager of Union Low Duration Fund Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹20,541 Cr and     the Latest NAV as of 05 Sep 2025 is ₹10.07.  

    The Union Low Duration Fund Growth is rated Low to Moderate risk.     Minimum SIP Investment is set to ₹500.          
  ;
Investment ObjectiveThe scheme seeks 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 such that the Macaulay Duration of the portfolio is between 6 months to 12 months. 
 
;
Fund benchmarkNIFTY Low Duration Debt Index A-I
Scheme Information Document(SID)
Fund house contact details
Address
Unit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
Phone
(022) 6748 3300
Launch Date
30 Dec 2009
E-mail
 [email protected]
Website
www.unionmf.com
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,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Union Low Duration Fund Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Jamnagar Utilities and Power Pvt. Ltd.	Capital Goods	Debenture	6.70%
PNB Housing Finance Ltd.	Financial	Bonds	6.61%
Tata Capital Financial Services Ltd.	Financial	NCD	6.61%
Power Finance Corporation Ltd.	Financial	Debenture	6.58%
National Bank For Agriculture & Rural Development	Financial	Debenture	6.58%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	6.57%
HDB Financial Services Ltd.	Financial	NCD	6.56%
Titan Company Ltd.	Consumer Discretionary	NCD	6.54%
Canara Bank	Financial	CD	6.37%
Axis Bank Ltd.	Financial	CD	6.29%
IDFC First Bank Ltd.	Financial	CD	6.20%
Cholamandalam Investment and Finance Company Ltd.	Financial	NCD	3.33%
Cholamandalam Investment and Finance Company Ltd.	Financial	Debenture	3.32%
REC Ltd.	Financial	Debenture	3.28%
LIC Housing Finance Ltd.	Financial	NCD	3.26%
REC Ltd.	Financial	NCD	3.25%
Bajaj Housing Finance Ltd.	Financial	NCD	1.96%

	1M	3M	6M	All
Fund returns	0.3%	NA	NA	0.6%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Debt, Low Duration funds	Rating	1Y	3Y	Fund Size(Cr)
ICICI Prudential Savings Fund Growth	5	8.0%	7.7%	26,747.56
UTI Low Duration Fund Plan Growth	5	7.9%	7.3%	3,211.14
Axis Treasury Advantage Fund Growth	5	7.9%	7.3%	7,154.68
Tata Treasury Advantage Fund Growth	4	7.6%	7.0%	3,284.63
Sundaram Low Duration Fund (Ex) Plan Growth	5	11.8%	5.0%	549.95