Insights into Company

Union Ultra Short to Short Term Fund Regular-Growth

Union Mutual Fund · Debt Low Duration

Debt · Low Duration Moderate risk — Union
₹10.6203
NAV · 26 Oct 2026 +0.06% (1D)
+4.60%1Y
+0.06% 1D

Return calculator

Monthly SIP₹1,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
Loading NAV history…

A SIP on the 1st of every month at that day's NAV. Past returns do not guarantee future returns.

Returns and rankings

Name6M1Y3Y5Y
Fund returns+2.3%+4.6%——
Category average (Low Duration)+2.6%+5.3%——
Rank (Low Duration)28 / 2928 / 28——

Ranked among Low Duration funds, Regular plan, Growth option. 3Y and 5Y are annualised.

Advanced ratios

Volatility (annualised)0.62%
Sharpe-2.65
Maximum drawdown-0.30%
Sortino-2.55

Calculated from daily NAVs over available history, with a 6.5% risk-free rate.

Minimum investments

Min. for 1st investment₹100
Min. for SIP₹100
Min. for 2nd investment₹100

Exit load, stamp duty and tax

Exit load

Not published in the AMFI data for this scheme. See the scheme information document on the fund house website.

Stamp duty on investment: 0.005% (from 1 July 2020)

Tax implication

Gains are added to your income and taxed at your income-tax slab rate, whatever the holding period (units bought from 1 April 2023).

FAQs

How to invest in Union Ultra Short to Short Term Fund Regular-Growth?

Open your Do Trading account (KYC), choose Monthly SIP or One-time in the Invest panel, enter the amount and confirm the order with the OTP sent to your email.

What kind of returns does Union Ultra Short to Short Term Fund Regular-Growth provide?

6M: +2.31% · 1Y: +4.60%

What is the NAV of Union Ultra Short to Short Term Fund Regular-Growth?

₹10.6203 as on 26 Oct 2026.

How risky is Union Ultra Short to Short Term Fund Regular-Growth?

Its riskometer level is Moderate. Over available history its NAV moved 0.6% a year (volatility) and fell at most 0.3% from a peak.

How to redeem Union Ultra Short to Short Term Fund Regular-Growth?

In the Invest panel choose Redeem, enter the units (or redeem all) and confirm with the OTP. The amount reaches your bank account after the fund house processes it, usually 1–3 working days.

Can I invest in SIP and lump sum of Union Ultra Short to Short Term Fund Regular-Growth?

Yes. The minimum is ₹100 for a one-time investment or a monthly SIP.

How is Union Ultra Short to Short Term Fund Regular-Growth taxed?

Gains are added to your income and taxed at your income-tax slab rate, whatever the holding period (units bought from 1 April 2023).

Fund details

Fund houseUnion Mutual Fund
CategoryIncome/Debt Oriented Schemes - Ultra Short to Short Term Fund
Plan · OptionRegular · Growth
Risk (riskometer)Moderate
Scheme typeOpen Ended
Scheme code153652
ISININF582M01LU8
Minimum investment₹100
NAV date26 Oct 2026

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