InvestVerdict
Union Short Term Fund
Direct Plan · Growth Option · Ultra Short Duration · Scheme code 153242
Fund houseUnion Mutual Fund
CategoryUltra Short Duration
Plan & optionDirect · Growth Option
History1.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.11 | 2.06 | 2.47 | 5.18 | — | — | — | — | 6.53 |
| Ultra Short Duration category median |
— | — | — | 6.41 | 7.22 | 6.51 | — | 6.66 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.2% | 0.03 | 0.05 | — | — | -0.5% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.