Union Low Duration Fund Direct Growth

Fund Overview

Fund Size

Expense Ratio

ISIN

INF582M01LQ6

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

10 Jul 2025

About this fund

Union Low Duration Fund Direct Growth is a Low Duration mutual fund schemes offered by Union Mutual Fund. This fund has been in existence for NA, having been launched on 10-Jul-25

You can start investing in Union Low Duration Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Risk & Performance Ratios

Fund Managers

Additional Scheme Details

ISIN

INF582M01LQ6

Expense Ratio

Exit Load

No Charges

Fund Size

Age

0 month

Lumpsum Minimum

₹1,000

Fund Status

Open Ended Investment Company

Benchmark

NIFTY Low Duration Debt Idx A-I TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Low Duration Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Union Low Duration Fund Regular Growth Low to Moderate Risk	-	0.0%	-	-
Union Low Duration Fund Direct Growth Low to Moderate Risk	-	0.0%	-	-
Edelweiss Low Duration Fund Regular Growth Low to Moderate Risk	1.1%	0.0%	₹556.57 Cr	-
Edelweiss Low Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹556.57 Cr	-
Franklin India Low Duration Fund Regular Growth Moderate Risk	0.9%	0.0%	₹336.95 Cr	-
Franklin India Low Duration Fund Direct Growth Moderate Risk	0.3%	0.0%	₹336.95 Cr	-
HSBC Low Duration Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹644.29 Cr	9.9%
LIC MF Low Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹2100.35 Cr	8.4%
Mirae Asset Savings Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹1838.28 Cr	8.6%
Invesco India Treasury Advantage Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹1672.92 Cr	8.3%
Kotak Low Duration Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹12903.84 Cr	8.8%
Sundaram Low Duration Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹398.40 Cr	8.7%
Bandhan Low Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹6506.28 Cr	8.2%
Nippon India Low Duration Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹7725.73 Cr	8.7%
JM Low Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹237.99 Cr	8.4%
SBI Magnum Low Duration Fund Regular Growth Low to Moderate Risk	0.9%	0.0%	₹14729.39 Cr	7.9%
Axis Treasury Advantage Fund Regular Growth Low to Moderate Risk	0.7%	0.0%	₹6565.77 Cr	8.3%
DSP Low Duration Fund Regular Growth Low to Moderate Risk	0.6%	0.0%	₹5592.41 Cr	8.0%
JM Low Duration Fund Regular Growth Low to Moderate Risk	0.7%	0.0%	₹237.99 Cr	8.0%
Nippon India Low Duration Fund Regular Growth Low to Moderate Risk	1.0%	0.0%	₹7725.73 Cr	8.0%
Invesco India Treasury Advantage Fund Regular Growth Low to Moderate Risk	0.6%	0.0%	₹1672.92 Cr	7.3%
PGIM India Low Duration Fund Regular Growth Low to Moderate Risk	1.2%	0.0%	₹93.31 Cr	6.3%
UTI - Treasury Advantage Fund Regular Growth Moderate Risk	0.4%	0.0%	₹3001.64 Cr	8.4%
DSP Low Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹5592.41 Cr	8.3%
HSBC Low Duration Fund Regular Growth Low to Moderate Risk	1.1%	0.0%	₹644.29 Cr	9.3%
UTI - Treasury Advantage Fund Direct Growth Moderate Risk	0.4%	0.0%	₹3001.64 Cr	8.5%
Axis Treasury Advantage Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹6565.77 Cr	8.6%
Aditya BSL Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹13252.61 Cr	8.6%
Baroda BNP Paribas Low Duration Fund Direct Growth Moderate Risk	0.3%	0.0%	₹255.98 Cr	8.4%
ICICI Prudential Savings Fund Direct Growth Moderate Risk	0.4%	0.0%	₹24316.14 Cr	8.5%
Canara Robeco Savings Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹1342.26 Cr	8.3%
SBI Magnum Low Duration Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹14729.39 Cr	8.4%
Tata Treasury Advantage Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹3163.92 Cr	8.4%
PGIM India Low Duration Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹93.31 Cr	7.2%
HDFC Low Duration Fund Direct Growth Low to Moderate Risk	0.5%	0.0%	₹22354.40 Cr	8.6%
Aditya BSL Low Duration Fund Regular Growth Moderate Risk	1.2%	0.0%	₹13252.61 Cr	7.7%
LIC MF Low Duration Fund Regular Growth Low to Moderate Risk	1.0%	0.0%	₹2100.35 Cr	7.6%
Baroda BNP Paribas Low Duration Fund Regular Growth Moderate Risk	1.1%	0.0%	₹255.98 Cr	7.6%
Sundaram Low Duration Fund Regular Growth Low to Moderate Risk	1.1%	0.0%	₹398.40 Cr	7.9%
ICICI Prudential Savings Fund Regular Growth Moderate Risk	0.5%	0.0%	₹24316.14 Cr	8.4%
Canara Robeco Savings Fund Regular Growth Low to Moderate Risk	0.5%	0.0%	₹1342.26 Cr	8.0%
Bandhan Low Duration Fund Regular Growth Low to Moderate Risk	0.6%	0.0%	₹6506.28 Cr	8.0%
HDFC Low Duration Fund Regular Growth Low to Moderate Risk	1.0%	0.0%	₹22354.40 Cr	8.0%
Mirae Asset Savings Fund Regular Growth Low to Moderate Risk	0.8%	0.0%	₹1838.28 Cr	7.1%
Kotak Low Duration Fund Regular Growth Low to Moderate Risk	1.2%	0.0%	₹12903.84 Cr	7.9%
Tata Treasury Advantage Fund Regular Growth Low to Moderate Risk	0.6%	0.0%	₹3163.92 Cr	8.0%
Mahindra Manulife Low Duration Fund Regular Growth Moderate Risk	1.1%	0.0%	₹624.80 Cr	7.7%
Mahindra Manulife Low Duration Fund Direct Growth Moderate Risk	0.3%	0.0%	₹624.80 Cr	8.6%

About the AMC

Union Mutual Fund

+91 022 67483333

https://www.unionmf.com/

Total AUM

₹18,229 Cr

Address

Unit 802, 8th Floor, Tower ‘A’, Mumbai, 400013

Other Funds by Union Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Union Low Duration Fund Direct Growth Low to Moderate Risk	-	0.0%	-	-
Union Income Plus Arbitrage Active FOF Direct Growth Low to Moderate Risk	-	0.0%	-	-
Union Children's Fund Direct Growth Very High Risk	1.3%	0.0%	₹68.72 Cr	7.5%
Union Innovation & Opportunities Fund Direct Growth Very High Risk	0.7%	1.0%	₹949.45 Cr	5.9%
Union Fixed Maturity Plan 1114 Days Series 13 Direct Growth Moderate Risk	-	0.0%	₹25.17 Cr	7.9%
Union Small Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹1577.40 Cr	2.4%
Union Hybrid Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹651.94 Cr	6.8%
Union Medium Duration Fund Direct Growth Moderate Risk	0.6%	1.0%	₹80.25 Cr	8.2%
Union Value Discovery Fund Direct Growth Very High Risk	1.2%	1.0%	₹318.04 Cr	5.1%
Union Multicap Fund Direct Growth Very High Risk	0.9%	1.0%	₹1125.03 Cr	4.5%
Union Balanced Advantage Fund Direct Growth Very High Risk	1.0%	1.0%	₹1383.05 Cr	5.3%
Union Equity Savings Fund Direct Growth Moderate Risk	1.5%	1.0%	₹137.86 Cr	5.2%
Union Arbitrage Fund Direct Growth Low Risk	0.5%	0.0%	₹263.23 Cr	7.3%
Union Tax Saver (ELSS) Fund Direct Growth Very High Risk	1.4%	0.0%	₹904.12 Cr	4.7%
Union Dynamic Bond Fund Direct Growth Moderate Risk	1.3%	0.0%	₹107.78 Cr	8.3%
Union Flexi Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹2262.92 Cr	5.0%
Union Liquid Direct Growth Low to Moderate Risk	0.1%	0.0%	₹3992.68 Cr	7.3%
Union Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹1440.27 Cr	4.4%
Union Gilt Fund Direct Growth Moderate Risk	0.7%	0.0%	₹99.82 Cr	7.8%
Union Largecap Fund Direct Growth Very High Risk	1.4%	1.0%	₹448.55 Cr	2.0%
Union Retirement Fund Direct Growth Very High Risk	1.0%	0.0%	₹168.27 Cr	4.8%
Union Corporate Bond Fund Direct Growth Moderate Risk	0.4%	0.0%	₹336.63 Cr	10.0%
Union Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹435.16 Cr	6.4%
Union Focused Fund Direct Growth Very High Risk	1.5%	1.0%	₹408.34 Cr	2.7%
Union Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹178.56 Cr	7.9%
Union Large & Midcap Fund Direct Growth Very High Risk	0.9%	1.0%	₹865.64 Cr	3.4%

Risk Level

Your principal amount will be at Low to Moderate Risk

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Who manages the Union Low Duration Fund Direct Growth?

The fund managers responsible for Union Low Duration Fund Direct Growth are:-

Parijat Agrawal
Devesh Thacker

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

Expense Ratio

ISIN

INF582M01LQ6

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

10 Jul 2025

Risk Level

Your principal amount will be at Low to Moderate Risk

About this fund

Union Low Duration Fund Direct Growth is a Low Duration mutual fund schemes offered by Union Mutual Fund. This fund has been in existence for NA, having been launched on 10-Jul-25

You can start investing in Union Low Duration Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.