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Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF582M01LQ6

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

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

Standard Deviation

This fund

--

Cat. avg.

0.63%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.84

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

3.77

Higher the better

Fund Managers

PA

Parijat Agrawal

Since July 2025

Devesh Thacker

Devesh Thacker

Since July 2025

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 ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund 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 Cr9.9%
LIC MF Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹2100.35 Cr8.4%
Mirae Asset Savings Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1838.28 Cr8.6%
Invesco India Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹1672.92 Cr8.3%
Kotak Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹12903.84 Cr8.8%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹398.40 Cr8.7%
Bandhan Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6506.28 Cr8.2%
Nippon India Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹7725.73 Cr8.7%
JM Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹237.99 Cr8.4%
SBI Magnum Low Duration Fund Regular Growth

Low to Moderate Risk

0.9%0.0%₹14729.39 Cr7.9%
Axis Treasury Advantage Fund Regular Growth

Low to Moderate Risk

0.7%0.0%₹6565.77 Cr8.3%
DSP Low Duration Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹5592.41 Cr8.0%
JM Low Duration Fund Regular Growth

Low to Moderate Risk

0.7%0.0%₹237.99 Cr8.0%
Nippon India Low Duration Fund Regular Growth

Low to Moderate Risk

1.0%0.0%₹7725.73 Cr8.0%
Invesco India Treasury Advantage Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹1672.92 Cr7.3%
PGIM India Low Duration Fund Regular Growth

Low to Moderate Risk

1.2%0.0%₹93.31 Cr6.3%
UTI - Treasury Advantage Fund Regular Growth

Moderate Risk

0.4%0.0%₹3001.64 Cr8.4%
DSP Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5592.41 Cr8.3%
HSBC Low Duration Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹644.29 Cr9.3%
UTI - Treasury Advantage Fund Direct Growth

Moderate Risk

0.4%0.0%₹3001.64 Cr8.5%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6565.77 Cr8.6%
Aditya BSL Low Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹13252.61 Cr8.6%
Baroda BNP Paribas Low Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹255.98 Cr8.4%
ICICI Prudential Savings Fund Direct Growth

Moderate Risk

0.4%0.0%₹24316.14 Cr8.5%
Canara Robeco Savings Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1342.26 Cr8.3%
SBI Magnum Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹14729.39 Cr8.4%
Tata Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹3163.92 Cr8.4%
PGIM India Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹93.31 Cr7.2%
HDFC Low Duration Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹22354.40 Cr8.6%
Aditya BSL Low Duration Fund Regular Growth

Moderate Risk

1.2%0.0%₹13252.61 Cr7.7%
LIC MF Low Duration Fund Regular Growth

Low to Moderate Risk

1.0%0.0%₹2100.35 Cr7.6%
Baroda BNP Paribas Low Duration Fund Regular Growth

Moderate Risk

1.1%0.0%₹255.98 Cr7.6%
Sundaram Low Duration Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹398.40 Cr7.9%
ICICI Prudential Savings Fund Regular Growth

Moderate Risk

0.5%0.0%₹24316.14 Cr8.4%
Canara Robeco Savings Fund Regular Growth

Low to Moderate Risk

0.5%0.0%₹1342.26 Cr8.0%
Bandhan Low Duration Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹6506.28 Cr8.0%
HDFC Low Duration Fund Regular Growth

Low to Moderate Risk

1.0%0.0%₹22354.40 Cr8.0%
Mirae Asset Savings Fund Regular Growth

Low to Moderate Risk

0.8%0.0%₹1838.28 Cr7.1%
Kotak Low Duration Fund Regular Growth

Low to Moderate Risk

1.2%0.0%₹12903.84 Cr7.9%
Tata Treasury Advantage Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹3163.92 Cr8.0%
Mahindra Manulife Low Duration Fund Regular Growth

Moderate Risk

1.1%0.0%₹624.80 Cr7.7%
Mahindra Manulife Low Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹624.80 Cr8.6%

About the AMC

Union Mutual Fund

Union Mutual Fund

Total AUM

₹18,229 Cr

Address

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

Other Funds by Union Mutual Fund

Fund nameExpense RatioExit LoadFund 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 Cr7.5%
Union Innovation & Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹949.45 Cr5.9%
Union Fixed Maturity Plan 1114 Days Series 13 Direct Growth

Moderate Risk

-0.0%₹25.17 Cr7.9%
Union Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹1577.40 Cr2.4%
Union Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹651.94 Cr6.8%
Union Medium Duration Fund Direct Growth

Moderate Risk

0.6%1.0%₹80.25 Cr8.2%
Union Value Discovery Fund Direct Growth

Very High Risk

1.2%1.0%₹318.04 Cr5.1%
Union Multicap Fund Direct Growth

Very High Risk

0.9%1.0%₹1125.03 Cr4.5%
Union Balanced Advantage Fund Direct Growth

Very High Risk

1.0%1.0%₹1383.05 Cr5.3%
Union Equity Savings Fund Direct Growth

Moderate Risk

1.5%1.0%₹137.86 Cr5.2%
Union Arbitrage Fund Direct Growth

Low Risk

0.5%0.0%₹263.23 Cr7.3%
Union Tax Saver (ELSS) Fund Direct Growth

Very High Risk

1.4%0.0%₹904.12 Cr4.7%
Union Dynamic Bond Fund Direct Growth

Moderate Risk

1.3%0.0%₹107.78 Cr8.3%
Union Flexi Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2262.92 Cr5.0%
Union Liquid Direct Growth

Low to Moderate Risk

0.1%0.0%₹3992.68 Cr7.3%
Union Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹1440.27 Cr4.4%
Union Gilt Fund Direct Growth

Moderate Risk

0.7%0.0%₹99.82 Cr7.8%
Union Largecap Fund Direct Growth

Very High Risk

1.4%1.0%₹448.55 Cr2.0%
Union Retirement Fund Direct Growth

Very High Risk

1.0%0.0%₹168.27 Cr4.8%
Union Corporate Bond Fund Direct Growth

Moderate Risk

0.4%0.0%₹336.63 Cr10.0%
Union Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹435.16 Cr6.4%
Union Focused Fund Direct Growth

Very High Risk

1.5%1.0%₹408.34 Cr2.7%
Union Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹178.56 Cr7.9%
Union Large & Midcap Fund Direct Growth

Very High Risk

0.9%1.0%₹865.64 Cr3.4%

Risk Level

Your principal amount will be at Low to Moderate Risk

Low to Moderate Risk

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The fund managers responsible for Union Low Duration Fund Direct Growth are:-
  1. Parijat Agrawal
  2. Devesh Thacker

Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF582M01LQ6

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

10 Jul 2025

Risk Level

Your principal amount will be at Low to Moderate Risk

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.

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

0.63%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.84

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

3.77

Higher the better

Fund Managers

PA

Parijat Agrawal

Since July 2025

Devesh Thacker

Devesh Thacker

Since July 2025

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 ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund 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 Cr9.9%
LIC MF Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹2100.35 Cr8.4%
Mirae Asset Savings Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1838.28 Cr8.6%
Invesco India Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹1672.92 Cr8.3%
Kotak Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹12903.84 Cr8.8%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹398.40 Cr8.7%
Bandhan Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6506.28 Cr8.2%
Nippon India Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹7725.73 Cr8.7%
JM Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹237.99 Cr8.4%
SBI Magnum Low Duration Fund Regular Growth

Low to Moderate Risk

0.9%0.0%₹14729.39 Cr7.9%
Axis Treasury Advantage Fund Regular Growth

Low to Moderate Risk

0.7%0.0%₹6565.77 Cr8.3%
DSP Low Duration Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹5592.41 Cr8.0%
JM Low Duration Fund Regular Growth

Low to Moderate Risk

0.7%0.0%₹237.99 Cr8.0%
Nippon India Low Duration Fund Regular Growth

Low to Moderate Risk

1.0%0.0%₹7725.73 Cr8.0%
Invesco India Treasury Advantage Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹1672.92 Cr7.3%
PGIM India Low Duration Fund Regular Growth

Low to Moderate Risk

1.2%0.0%₹93.31 Cr6.3%
UTI - Treasury Advantage Fund Regular Growth

Moderate Risk

0.4%0.0%₹3001.64 Cr8.4%
DSP Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5592.41 Cr8.3%
HSBC Low Duration Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹644.29 Cr9.3%
UTI - Treasury Advantage Fund Direct Growth

Moderate Risk

0.4%0.0%₹3001.64 Cr8.5%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹6565.77 Cr8.6%
Aditya BSL Low Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹13252.61 Cr8.6%
Baroda BNP Paribas Low Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹255.98 Cr8.4%
ICICI Prudential Savings Fund Direct Growth

Moderate Risk

0.4%0.0%₹24316.14 Cr8.5%
Canara Robeco Savings Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1342.26 Cr8.3%
SBI Magnum Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹14729.39 Cr8.4%
Tata Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹3163.92 Cr8.4%
PGIM India Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹93.31 Cr7.2%
HDFC Low Duration Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹22354.40 Cr8.6%
Aditya BSL Low Duration Fund Regular Growth

Moderate Risk

1.2%0.0%₹13252.61 Cr7.7%
LIC MF Low Duration Fund Regular Growth

Low to Moderate Risk

1.0%0.0%₹2100.35 Cr7.6%
Baroda BNP Paribas Low Duration Fund Regular Growth

Moderate Risk

1.1%0.0%₹255.98 Cr7.6%
Sundaram Low Duration Fund Regular Growth

Low to Moderate Risk

1.1%0.0%₹398.40 Cr7.9%
ICICI Prudential Savings Fund Regular Growth

Moderate Risk

0.5%0.0%₹24316.14 Cr8.4%
Canara Robeco Savings Fund Regular Growth

Low to Moderate Risk

0.5%0.0%₹1342.26 Cr8.0%
Bandhan Low Duration Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹6506.28 Cr8.0%
HDFC Low Duration Fund Regular Growth

Low to Moderate Risk

1.0%0.0%₹22354.40 Cr8.0%
Mirae Asset Savings Fund Regular Growth

Low to Moderate Risk

0.8%0.0%₹1838.28 Cr7.1%
Kotak Low Duration Fund Regular Growth

Low to Moderate Risk

1.2%0.0%₹12903.84 Cr7.9%
Tata Treasury Advantage Fund Regular Growth

Low to Moderate Risk

0.6%0.0%₹3163.92 Cr8.0%
Mahindra Manulife Low Duration Fund Regular Growth

Moderate Risk

1.1%0.0%₹624.80 Cr7.7%
Mahindra Manulife Low Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹624.80 Cr8.6%

About the AMC

Union Mutual Fund

Union Mutual Fund

Total AUM

₹18,229 Cr

Address

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

Other Funds by Union Mutual Fund

Fund nameExpense RatioExit LoadFund 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 Cr7.5%
Union Innovation & Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹949.45 Cr5.9%
Union Fixed Maturity Plan 1114 Days Series 13 Direct Growth

Moderate Risk

-0.0%₹25.17 Cr7.9%
Union Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹1577.40 Cr2.4%
Union Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹651.94 Cr6.8%
Union Medium Duration Fund Direct Growth

Moderate Risk

0.6%1.0%₹80.25 Cr8.2%
Union Value Discovery Fund Direct Growth

Very High Risk

1.2%1.0%₹318.04 Cr5.1%
Union Multicap Fund Direct Growth

Very High Risk

0.9%1.0%₹1125.03 Cr4.5%
Union Balanced Advantage Fund Direct Growth

Very High Risk

1.0%1.0%₹1383.05 Cr5.3%
Union Equity Savings Fund Direct Growth

Moderate Risk

1.5%1.0%₹137.86 Cr5.2%
Union Arbitrage Fund Direct Growth

Low Risk

0.5%0.0%₹263.23 Cr7.3%
Union Tax Saver (ELSS) Fund Direct Growth

Very High Risk

1.4%0.0%₹904.12 Cr4.7%
Union Dynamic Bond Fund Direct Growth

Moderate Risk

1.3%0.0%₹107.78 Cr8.3%
Union Flexi Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2262.92 Cr5.0%
Union Liquid Direct Growth

Low to Moderate Risk

0.1%0.0%₹3992.68 Cr7.3%
Union Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹1440.27 Cr4.4%
Union Gilt Fund Direct Growth

Moderate Risk

0.7%0.0%₹99.82 Cr7.8%
Union Largecap Fund Direct Growth

Very High Risk

1.4%1.0%₹448.55 Cr2.0%
Union Retirement Fund Direct Growth

Very High Risk

1.0%0.0%₹168.27 Cr4.8%
Union Corporate Bond Fund Direct Growth

Moderate Risk

0.4%0.0%₹336.63 Cr10.0%
Union Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹435.16 Cr6.4%
Union Focused Fund Direct Growth

Very High Risk

1.5%1.0%₹408.34 Cr2.7%
Union Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹178.56 Cr7.9%
Union Large & Midcap Fund Direct Growth

Very High Risk

0.9%1.0%₹865.64 Cr3.4%

Still got questions?
We're here to help.

The fund managers responsible for Union Low Duration Fund Direct Growth are:-
  1. Parijat Agrawal
  2. Devesh Thacker
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