How to Invest in Union Short Term Fund IDCW Monthly?

You can easily invest in Union Short Term Fund IDCW Monthly 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 Short Term Fund IDCW Monthly 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 Short Term Fund IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Union Short Term Fund IDCW Monthly provide?

The Union Short Term Fund IDCW Monthly has been there from 24 Apr 2012 and the average annual returns provided by this fund is 6.26% since its inception.

How much expense ratio is charged by Union Short Term Fund IDCW Monthly?

The term Expense Ratio used for Union Short Term Fund IDCW Monthly 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 Short Term Fund IDCW Monthly is 0.44% as of 31 Dec 2025...

What is the AUM of Union Short Term Fund IDCW Monthly?

The AUM, short for Assets Under Management of Union Short Term Fund IDCW Monthly is ₹15.91Cr as of 31 Dec 2025.

How to Redeem Union Short Term Fund IDCW Monthly?

If you want to sell your Union Short Term Fund IDCW Monthly 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 Short Term Fund IDCW Monthly?

You can select either SIP or Lumpsum investment of Union Short Term Fund IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of Union Short Term Fund IDCW Monthly?

The NAV of Union Short Term Fund IDCW Monthly is ₹1,010.71 as of 18 Jan 2019.

What is the PE and PB ratio of Union Short Term Fund IDCW Monthly?

The PE ratio ratio of Union Short Term Fund IDCW Monthly 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).

Name	Sector	Instrument	Assets
GOI	Sovereign	CGL	19.76%
GOI	Sovereign	GOI Sec	13.71%
ICICI Bank Ltd.	Financial	CD	8.28%
Kotak Mahindra Bank Ltd.	Financial	CD	8.26%
REC Ltd.	Financial	Debenture	8.22%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	8.22%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	8.12%
Power Grid Corporation of India Ltd.	Energy	Bonds	5.68%
LIC Housing Finance Ltd.	Financial	Debenture	5.57%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

	1Y	3Y	5Y	All
Fund returns	6.3%	6.3%	7.2%	7.7%
Category average	7.4%	7.1%	5.9%	NA
Rank with in category	14	NA	NA	NA

Debt, Short Duration funds	Rating	1Y	3Y	Fund Size(Cr)
ICICI Prudential Short Term Fund IDCW Monthly	5	8.0%	7.7%	23,701.83
Sundaram Short Term Debt Fund IDCW Quarterly	5	12.8%	5.3%	361.74
Sundaram Short Term Debt Fund IDCW Half Yearly	5	12.8%	5.3%	361.74
Sundaram Short Term Debt Fund IDCW Yearly	5	12.8%	5.3%	361.74
Sundaram Short Term Debt Fund IDCW Weekly	5	12.8%	5.3%	361.74

Rank (total assets)	#27 in India
Total AUM	₹26,541.09Cr

Union Short Term Fund IDCW Monthly

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Holdings (9)

Minimum investment amounts

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Annualised returns

Absolute returns

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Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.44%

Exit load

Stamp duty

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