Union Short Duration Fund - Regular Plan - IDCW Option
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2.7
Benchmark
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Debt: Ultra Short Duration
7.27
6.5
5.57
6.28
6.12
Yearly Performance (%)
Nav Movement
Fund Managers
Shrenuj Parekh,Anindya Sarkar
Investment Objective
The scheme seeks to an actively managed scheme with an investment objective 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.
Returns Calculator for
Union Short Duration Fund - Regular Plan - IDCW Option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Union Short Duration Fund - Regular Plan - IDCW Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Union Short Duration Fund - Regular Plan - IDCW Option