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Union Mutual Fund

Union Ultra Short to Short Term Fund

Union Mutual Fund · Direct plan · Growth

1-year returns
6%
NAV
₹10.70
▲ 0.04% · 18 Sept 2026
Fund size
₹361 Cr
Expense ratio
0.21%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹10.61 and has returned 5.21% over a year.

Returns, and where it stands

Against the average low duration fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6%6.3%behind23 of 23
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.4%0.3%
3 months1.6%1.5%
6 months3.2%2.8%
1 year6%5.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Jul 2025.

Plan

NAV history

▲ 5.96% in the last 1Y

10.110.410.718 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹1,958
XIRR (per year)
6.09%
Value today
₹61,958

12 monthly instalments from 18 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
0.6% a year
about the same as the low duration fund average
Worst fall so far
−0.3%
May 2026 to May 2026.
Years that made money
100%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹1,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
16 Jul 2025
Expense ratio
0.21%
as of 31 Jul 2026

Managed by Devesh Thacker, Anindya Sarkar

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Union Ultra Short to Short Term Fund against other funds in the Low Duration Fund category
Fund1Y3Y5YExpenseFund size
HSBC Ultra Short to Short Term Fund6.39%7.86%0.33%₹875 Cr
Kotak Ultra Short to Short Term Fund6.41%7.49%6.73%0.4%₹12,093 Cr
Nippon India Ultra Short to Short Term Fund6.48%7.47%6.74%0.39%₹7,933 Cr
Mirae Asset Ultra Short to Short Term Fund6.44%7.46%6.61%0.17%₹2,434 Cr
Mahindra Manulife Ultra Short to Short Term Fund6.46%7.46%6.67%0.34%₹535 Cr
Axis Ultra Short to Short Term Fund6.41%7.44%6.68%0.37%₹4,558 Cr
Union Ultra Short to Short Term Fund5.96%0.21%₹361 Cr

About Union Ultra Short to Short Term Fund

Union Ultra Short to Short Term Fund is a low duration fund managed by Union Mutual Fund. Debt funds with a portfolio duration of 6 to 12 months.

The Investment objective of the scheme is 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 such that the Macaulay Duration of the portfolio is between 6 months to 12 months.

The scheme's stated objective, as published by Union Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹10.7001153654
DirectIDCW Option₹10.2471153655
RegularGrowth Option₹10.61153652
RegularIDCW Option₹10.159153653

Frequently asked questions

What is the NAV of Union Ultra Short to Short Term Fund today?

The NAV of Union Ultra Short to Short Term Fund (Direct plan, Growth) is ₹10.7001 and the Regular plan NAV is ₹10.61, as of 18 Sept 2026.

What returns has Union Ultra Short to Short Term Fund given?

Over the last year the Direct plan returned 5.96%. Past returns do not guarantee future returns.

What is the expense ratio of Union Ultra Short to Short Term Fund?

The Direct plan charges 0.21% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Union Ultra Short to Short Term Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹1,000 or more.

How much has Union Ultra Short to Short Term Fund fallen in the past?

Its deepest fall was 0.3% from 8 May 2026 to 21 May 2026. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Union Ultra Short to Short Term Fund belong to?

It is a Low Duration Fund from Union Mutual Fund. Debt funds with a portfolio duration of 6 to 12 months.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Union Ultra Short to Short Term Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.