Union Short Duration Fund Direct Growth

Debt
Short Duration
Moderate Risk
Launch date15 Jan 2025
Allotment date04 Feb 2025
End date28 Jan 2025
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: 0.33%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Anindya Sarkar
Jan 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

Shrenuj Parekh
Jan 2025 - Present
View details

Education
Mr. Parekh has done B.Com and CA
Experience
Prior to joining Union Mutual Fund, Crisil Ltd, Axis Bank and Deloitte
Also manages these schemes

Fund house & investment objective

Rank (total assets)#27 in India
Total AUM₹26,541.09Cr
Date of Incorporation30 Dec 2009

Union Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. Anindya Sarkar is the Current Fund Manager of Union Short Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹26,541 Cr and the Latest NAV as of 19 Dec 2025 is ₹10.68. The Union Short Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;

Investment Objective

The scheme seeks to an actively managed scheme with an investment objective 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. ;

Fund benchmarkCRISIL Short Duration Debt A-II Index

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