Skip to content
WealthTicker

Compare

NAVs as of 20 Aug 2026

Union Short Duration FundDirect · IDCW1 of 4 funds

Add a second fund to compare. Until then every figure below is shown against the Short Duration Fund median (57 funds), which is the only comparison one fund can support.

Growth of ₹100 (rebased over the selected window)

Common period 03 Feb 202520 Aug 2026. Every series is rebased to ₹100 at the start of this window.

View as table
Growth of ₹100, sampled across the common period
DateUnion Short Duration Fund
03 Feb 2025₹100.00
22 Mar 2025₹100.91
08 May 2025₹102.80
24 Jun 2025₹104.16
10 Aug 2025₹105.02
26 Sep 2025₹105.50
12 Nov 2025₹106.70
28 Dec 2025₹106.89
13 Feb 2026₹107.49
01 Apr 2026₹107.45
18 May 2026₹107.89
04 Jul 2026₹110.19
20 Aug 2026₹110.51
Union Short Duration Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Short Duration Fund median.
Metric
Union · Direct · IDCW
NAV ₹11.06
Low to Moderate risk
★★★☆☆ 1Y
Category median
Short Duration Fund · 57 funds
+5.34%+1.61%
+3.12%
+2.13%
+1.05%
+6.70%+2.59%
+5.76%
+2.85%
+2.38%
+1.54%
Risk
1.20%1.54%
-0.97-0.97
-1.44-1.17
-0.51%-4.32%
0.35%0.37%
₹98.12Cr₹2,444Cr
None
None
₹500
₹1.00K
90%
Anindya Sarkar · 1.6y
03 Feb 2025
13.1%

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.