Union Short Duration Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Union Short Duration Fund - Regular (G) (45423) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Union Short Duration Fund - Regular (G)
Union Trustee Company Pvt Ltd
The Scheme is 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. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
New Team
Quality Score
Below Average
Union Short Duration Fund - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| N A B A R D | Debt Others | 9.33% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 7.73% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 7.69% |
| Bajaj Finance Ltd | Finance - Large | 6.98% |
| REC Ltd | Finance - Term-Lending Institutions | 6.85% |
| S I D B I | Debt Others | 6.20% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 6.16% |
| Net CA & Others | Debt Others | 6.12% |
| Larsen & Toubro Ltd | Engineering - Turnkey Services | 4.00% |
| Indian Oil Corporation Ltd | Refineries | 3.89% |
Compare against Short Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Short Duration Fund category
Union Short Duration Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 1M | 3M | 6M |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹4024.90 | 0.04% | 0.87% | 4.71% |
| Invesco India Short Duration Fund (G) | ₹3638.85 | -0.02% | 0.70% | 4.35% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3618.90 | -0.03% | 0.66% | 4.28% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2839.57 | 0.04% | 0.87% | 4.71% |
| Invesco India Short Duration Fund (Discretionary) | ₹2714.42 | -0.02% | 0.70% | 4.35% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2648.54 | 0.04% | 0.87% | 4.71% |
| Groww Short Duration Fund - Direct (G) | ₹2443.93 | 0.10% | 0.95% | 4.85% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2371.04 | -0.00% | 0.66% | 4.34% |
| Groww Short Duration Fund (G) | ₹2124.59 | 0.04% | 0.77% | 4.48% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1303.24 | 0.14% | 0.92% | 4.73% |
Category Average Returns
Anindya Sarkar
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.