Compare Union Short Duration Fund vs Sundaram Short Duration Fund
Risk
Low to Moderate
Low to Moderate
Rating
-
4.0
Min SIP Amount
₹500
₹250
Expense Ratio
0.71
0.68
NAV
₹10.74
₹45.87
Fund Started
15 Jan 2025
13 May 2003
Fund Size
₹137.17 Cr
₹200.63 Cr
Exit Load
-
-
1 Year
6.81%
6.75%
3 Year
-
7.29%
5 Year
-
7.38%
Equity
0.00%
0.00%
Cash
23.49%
13.94%
Top 10 Holdings
-
-
Name
-
-
Start Date
-
-
Description
The scheme seeks to 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.
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Launch Date
15 Jan 2025
13 May 2003
