Fixed Income | Medium Duration Fund
3Y Returns
5.2%
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
8.29%
3Y
5.2%
5Y
NA
Aditya Birla Sun Life Medium Term Plan - Growth-Direct Plan
1Y
11.61%
3Y
14.42%
5Y
10.52%
Axis Strategic Bond Fund - Direct Plan - Growth
1Y
9.79%
3Y
7.09%
5Y
7.79%
Kotak Medium Term Fund - Direct Plan - Growth
1Y
11.01%
3Y
7.05%
5Y
7.39%
Icici Prudential Medium Term Bond Fund - Direct Plan - Growth
1Y
8.99%
3Y
6.85%
5Y
7.82%
Sbi Magnum Medium Duration Fund Direct Growth
1Y
8.7%
3Y
6.54%
5Y
7.54%
Hdfc Medium Term Debt Fund - Direct Plan Growth Option
1Y
9.19%
3Y
6.48%
5Y
7.34%
Dsp Bond Fund - Direct Plan - Growth
1Y
8.54%
3Y
6.09%
5Y
6.48%
Nippon India Strategic Debt Fund- Direct Growth Plan
1Y
9.06%
3Y
6.05%
5Y
1.3%
Invesco India Medium Duration Fund - Direct Plan - Growth
1Y
9.06%
3Y
5.93%
5Y
NA
Uti Medium Term Fund-Direct Growth Plan-Growth
1Y
8.67%
3Y
5.88%
5Y
5.03%
Edelweiss Nifty Psu Bond Plus Sdl Apr 2027 50:50 Index Fund - Direct Plan - Growth
1Y
8.71%
3Y
5.77%
5Y
NA
Icici Prudential Nifty Psu Bond Plus Sdl Sep 2027 40:60 Index Fund Direct Plan Growth
1Y
8.96%
3Y
5.71%
5Y
NA
Edelweiss Nifty Psu Bond Plus Sdl Apr 2026 50:50 Index Fund - Direct Plan - Growth
1Y
8.04%
3Y
5.64%
5Y
NA
Aditya Birla Sun Life Nifty Sdl Plus Psu Bond Sep 2026 60:40 Index Fund-Direct Plan-Growth
1Y
8.34%
3Y
5.61%
5Y
NA
Bandhan Bond Fund - Medium Term Plan - Direct Plan - Growth
1Y
9.2%
3Y
5.57%
5Y
6.23%
Bharat Bond Fof - April 2025 - Direct Plan - Growth
1Y
7.77%
3Y
5.44%
5Y
NA
Axis Aaa Bond Plus Sdl Etf - 2026 Maturity Fund Of Fund Direct Growth
1Y
7.81%
3Y
5.27%
5Y
NA
Sundaram Medium Term Bond Fund Direct Growth
1Y
7.76%
3Y
4.74%
5Y
4.96%
Bharat Bond Fof - April 2023 - Direct Plan - Growth
1Y
NA
3Y
2.37%
5Y
NA
Hsbc Medium Duration Fund Direct Growth
1Y
NA
3Y
1.2%
5Y
4.05%
Tata Nifty Sdl Plus Aaa Psu Bond Dec 2027 60: 40 Index Fund - Direct Plan - Growth
1Y
9.06%
3Y
NA
5Y
NA
Edelweiss Crisil Psu Plus Sdl50:50 Oct 2025 Index Fund - Direct Plan - Growth
1Y
7.78%
3Y
NA
5Y
NA
Kotak Nifty Sdl Jul 2026 Index Fund -Direct Plan-Growth
1Y
8.58%
3Y
NA
5Y
NA
Kotak Nifty Sdl Jul 2028 Index Fund -Direct Plan-Growth
1Y
0.79%
3Y
NA
5Y
NA
Axis Cpse Plus Sdl 2025 70:30 Debt Index Fund Direct Growth
1Y
7.58%
3Y
NA
5Y
NA
Uti Crisil Sdl Maturity June 2027 Index Fund - Direct Plan - Growth
1Y
9.14%
3Y
NA
5Y
NA
Baroda Bnp Paribas Nifty Sdl December 2026 Index Fund Direct Plan Growth
1Y
8.99%
3Y
NA
5Y
NA
Baroda Bnp Paribas Medium Duration Fund Direct Growth
1Y
7.23%
3Y
NA
5Y
NA
Aditya Birla Sun Life Crisil Ibx Aaa - Jun 2023 Index Fund -Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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