What is the current NAV of Union Low Duration Fund - Direct Plan - IDCW Option?

The current NAV (Net Asset Value) of Union Low Duration Fund - Direct Plan - IDCW Option is ₹10.15. NAV is updated every business day after market close by AMFI.

What is the 1-year return of Union Low Duration Fund - Direct Plan - IDCW Option?

1-year return data for Union Low Duration Fund - Direct Plan - IDCW Option is not yet available.

What is the expense ratio of Union Low Duration Fund - Direct Plan - IDCW Option?

Expense ratio data for Union Low Duration Fund - Direct Plan - IDCW Option is not yet available.

Who manages Union Low Duration Fund - Direct Plan - IDCW Option?

Union Low Duration Fund - Direct Plan - IDCW Option is managed by Union Mutual Fund.

What is the risk level of Union Low Duration Fund - Direct Plan - IDCW Option?

Union Low Duration Fund - Direct Plan - IDCW Option is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.

What is the minimum SIP amount for Union Low Duration Fund - Direct Plan - IDCW Option?

You can start a SIP in Union Low Duration Fund - Direct Plan - IDCW Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Union Low Duration Fund - Direct Plan - IDCW Option

Union Mutual Fund · Debt · Low Duration Fund

₹10.15

+0.0 (+0.04%) trending_up

AUM: —

NAV updated 6 days ago

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Plan

Direct

Option

Idcw

Risk

Low to Moderate

Expense Ratio

—

Exit Load

—

Fund Manager

—

Inception

—

Benchmark

—

Sharpe Ratio

-1.18

Std Dev (1Y)

4.42%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

-3.6%

-2.83%

-1.3%

—

10y

—

since inception

+1.31%

rate_review TopFund's Take on Union Low Duration Fund - Direct Plan - IDCW Option

Union Low Duration Fund - Direct Plan - IDCW Option is a Low Duration Fund fund from Union Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.18 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 4.42% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.