1M
6M
1Y
3Y
5Y
All
| NAV: 18 Jan 2019 | ₹1,663.25 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹15.91Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Short Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.4% | 6.3% | 7.3% | 7.6% |
| Category average | 4.8% | 6.3% | 5.8% | NA |
| Rank with in category | 26 | NA | NA | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 0.29%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Devesh ThackerJan 2013 - PresentView details
Devesh Thacker
Jan 2013 - Present
View details
Education
Mr. Thacker is a B.Com (H) and Post graduate from University of Pune.
Experience
Prior to joining Union AMC in 2011 he has worked with Sahara AMC.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Unit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
Phone
022-67483300 / 1800-200-2268
Launch Date
30 Dec 2009
E-mail
[email protected]Website
NA
Union Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
Union Short Term Fund Direct Growth
VS
Add mutual fund to compare