Union Short Term Fund
Union Short Term Fund is a short term fund of Union Asset Management Company Private Limited with ₹119 cr under management. It is ahead of its benchmark (CRISIL Short Duration Debt A-II Index) in 0 of 1 periods. Its direct plan charges 0.35% a year. Anindya Sarkar has managed it for 1.7 years.
Has Union Short Term Fund beaten its benchmark?
Ahead of its benchmark, CRISIL Short Duration Debt A-II Index, in 0 of 1 periods in AMFI's figures; +4.33% over the last year against +4.78%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | +0.02% | −3.60% | — |
| 3 months | +0.56% | −5.03% | — |
| 6 months | +2.29% | −1.83% | — |
| 1 year | +4.26% | −4.06% | +8.32 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 3 Feb 2025 | +6.14% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +4.33% | +3.94% | +4.78% | −0.45 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2025 to 14 Oct 2026₹100 put in at the start of Feb 2025 would be ₹110 on 14 Oct 2026, against ₹113 in the Nifty 500 TRI.
What does Union Short Term Fund cost?
0.35% a year on the direct plan, 0.80% on the regular plan; 17 of 23 funds in its category charge less.
Who manages Union Short Term Fund?
Anindya Sarkar, since 31 Jan 2025; Shrenuj Parekh, since 31 Jan 2025.
What does Union Short Term Fund hold?
13 holdings as of 30 Sep 2026; the ten largest are 78.7% of the fund, the largest Indian Oil Corporation Ltd.** at 9.0%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does Union Short Term Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Union Short Term Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Union Short Term Fund?
Anindya Sarkar (manager) since 31 Jan 2025; Shrenuj Parekh (manager) since 31 Jan 2025.
What is the expense ratio of Union Short Term Fund?
0.35% a year on the direct plan and 0.80% on the regular plan (expense report, Oct 2026).
See Union Short Term Fund beside your own funds in Valarth
