Union Medium Duration Fund - Direct Plan - Growth
Fixed Income | Medium Duration Fund
3Y Returns
4.63%
Min SIP
₹1000
Min Lumpsum
₹1000
Expense Ratio
0.67%
Fund Size
₹130 Cr
Inception Date
14-Sep-20
Fund Manager
Parijat Agrawal
Exit Load
1% on or before 15D, Nil after 15D.
Interest Rate Sensitivity
Net Yield to Maturity
Fund Size
1Y Returns
Portfolio Credit Quality
Bad Credit Event
Overall Fund Zi Tag
Asset Allocation
Equity
0.00%
Debt & Others
100.00%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Other Cap
100.00%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Income And Capital Appreciation By Investing In Fixed Income Securities And Money Market Instruments. However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Achieved.
Fund House Detail
AMC Name
Union Asset Management Company Pvt. Ltd.
Scheme Document
http://unionmf.com/downloads/schemeinformationdoc.aspxAddress
Unit 503, 5 Floor, Leela Business Park,Andheri Kurla Road, Andheri (East)Mumbai - 400059
Union Medium Duration Fund - Direct Plan - Growth
1Y
6.14%
3Y
4.63%
5Y
NA
Aditya Birla Sun Life Medium Term Plan - Growth-Direct Plan
1Y
7.04%
3Y
12.96%
5Y
9.3%
Nippon India Strategic Debt Fund- Direct Growth Plan
1Y
6.57%
3Y
9.72%
5Y
0.16%
Kotak Medium Term Fund - Direct Plan - Growth
1Y
7.85%
3Y
6.52%
5Y
7.05%
Axis Strategic Bond Fund - Direct Plan - Growth
1Y
7.61%
3Y
6.52%
5Y
7.46%
Icici Prudential Medium Term Bond Fund - Direct Plan - Growth
1Y
7.22%
3Y
6.4%
5Y
7.99%
Uti Medium Term Fund-Direct Growth Plan-Growth
1Y
6.63%
3Y
6.3%
5Y
4.92%
Hdfc Medium Term Debt Fund - Direct Plan Growth Option
1Y
7.16%
3Y
6.04%
5Y
7.48%
Sbi Magnum Medium Duration Fund Direct Growth
1Y
7.16%
3Y
5.98%
5Y
7.97%
Edelweiss Nifty Psu Bond Plus Sdl Apr 2026 50:50 Index Fund - Direct Plan - Growth
1Y
6.71%
3Y
5.4%
5Y
NA
Dsp Bond Fund - Direct Plan - Growth
1Y
6.85%
3Y
5.36%
5Y
5.53%
Bharat Bond Fof - April 2025 - Direct Plan - Growth
1Y
6.68%
3Y
5.15%
5Y
NA
Bandhan Bond Fund - Medium Term Plan - Direct Plan - Growth
1Y
6.18%
3Y
4.75%
5Y
6.58%
Sundaram Medium Term Bond Fund Direct Growth
1Y
5.34%
3Y
4%
5Y
5.22%
Bharat Bond Fof - April 2023 - Direct Plan - Growth
1Y
NA
3Y
3.11%
5Y
NA
Hsbc Medium Duration Fund Direct Growth
1Y
NA
3Y
2.25%
5Y
5.01%
Sbi Cpse Bond Plus Sdl Sep 2026 50:50 Index Fund - Direct Plan - Growth
1Y
6.65%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl Aaa Psu - Apr 2025 Index Fund-Direct Growth
1Y
6.91%
3Y
NA
5Y
NA
Uti Crisil Sdl Maturity June 2027 Index Fund - Direct Plan - Growth
1Y
6.7%
3Y
NA
5Y
NA
Uti Nifty Sdl Plus Aaa Psu Bond Apr 2028 75:25 Index Fund - Direct Plan - Growth
1Y
6.68%
3Y
NA
5Y
NA
Kotak Nifty Sdl Plus Aaa Psu Bond Jul 2028 60:40 Index Fund -Direct Plan - Growth
1Y
6.6%
3Y
NA
5Y
NA
Kotak Nifty Sdl Jul 2026 Index Fund -Direct Plan-Growth
1Y
6.71%
3Y
NA
5Y
NA
Mirae Asset Nifty Sdl Jun 2027 Index Fund Direct Plan - Growth
1Y
6.69%
3Y
NA
5Y
NA
Mirae Asset Nifty Aaa Psu Bond Plus Sdl Apr 2026 50:50 Index Fund Direct Plan - Growth
1Y
6.73%
3Y
NA
5Y
NA
Axis Crisil Sdl 2027 Debt Index Fund Direct Growth
1Y
6.68%
3Y
NA
5Y
NA
Axis Nifty Sdl September 2026 Debt Index Fund Direct Growth
1Y
6.69%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx 60:40 Sdl Aaa Psu - Apr 2027 Index Fund-Direct Growth
1Y
6.59%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx Aaa - Jun 2023 Index Fund -Direct Plan-Growth
1Y
1.24%
3Y
NA
5Y
NA
Mirae Asset Nifty Sdl June 2028 Index Fund - Direct Plan - Growth
1Y
6.85%
3Y
NA
5Y
NA
Uti Nifty Sdl Plus Aaa Psu Bond Apr 2026 75:25 Index Fund -Direct Plan-Growth
1Y
6.76%
3Y
NA
5Y
NA
BUILD WEALTH WITH CONFIDENCE
Kanchenjunga Building, #603, 6th Floor, Connaught Place, 18 Barakhamba Road, New Delhi – 110001
011-42542796
[email protected]
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.