DebtShort Duration FundDirect · Growth
Union Short Duration Fund - Direct Plan - Growth Option
Union · Scheme 153242
₹11.07▼ 0.07%NAV · 2026-09-18
Average FundScore
AUM
₹101 cr
Expense ratio
0.35%
3Y CAGR
—
Risk level
Low
Min SIP
₹500
Benchmark
CRISIL Short Duration Debt Index
Fund manager: Anindya SarkarExit load: Nil
Average · 54/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Suited to short-to-medium horizons and investors wanting stability over growth.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 1%.
- ✓Low volatility (1% a year) — a steady, low-drama ride.
- ✓Low cost — 0.35% expense ratio means more of the return stays with you.
- ✓Max drawdown: -1%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.28) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +5.4%
- •Sharpe ratio: 0.28
FundScore breakdown
54/100 · Average
Returns
Weak
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.