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Union FMP - Series 13 - Direct (G)

Fixed Maturity Plans
Invest Now

  • NAV

    11.78(0.06%)

  • Fund Size (CR)

    ₹26.05

  • Expense Ratio

    -

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹5,000

  • Minimum Additional Investment

    ₹0

  • Minimum SIP Investment

    ₹undefined

  • Minimum Withdrawal

    ₹0

  • Exit Load Nil

    0%

  • Return Since Launch

    7.68%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 2.33%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Devesh Thacker

Bench Mark

CRISIL Medium Duration Debt A-III Index

Type

CLOSE

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 6 June 202510001.780.02%--0.05%127/347
1 Month13 May 202510074.340.74%-0.79%245/347
3 Month13 March 202510234.392.34%-2.64%280/347
6 Month13 December 202410412.394.12%-4.36%245/347
1 Year13 June 202410809.708.10%8.10%8.63%269/347
3 Year--0%-8.13%-/-
5 Year--0%-6.15%-/-
Since Inception29 March 202311776.2017.76%7.68%7.29%117/347

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 July 20241,20,000124845.134.04% 4.04%
3 Year-----
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.19%

Standard Deviation

0.02%

Beta

1.92%

Sharpe Ratio

1.81%

Treynor's Ratio

1.05%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
There's no data available of Stock Holdings

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Union FMP - Series 13 - Direct (G)
26.050.74%2.34%4.12%8.10%-
HDFC FMP 2638D February 2023-Sr.47-Direct (IDCW-Q)
161.520.74%4.31%6.14%11.87%-
HDFC FMP 2638D February 2023-Sr.47-Direct (G)
161.520.74%4.31%6.14%11.86%-
Kotak FMP - Series 304 - 3119 Days - Direct (G)
117.350.34%4.04%5.96%11.46%-
Kotak FMP - Series 304 - 3119 Days - Direct (IDCW)
117.350.34%4.04%5.96%11.46%-
SBI FMP - Series 34 (3682Days) - Direct (G)
28.440.78%4.01%5.82%11.01%9.57%

List of Schemes under Union Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Union Money Market FundDebtModerately Low7.95%1₹178.56
Union Small Cap FundEquityVery High3.92%2₹1,577.40
Union Corporate Bond FundDebtModerate9.99%2₹336.63
Union Arbitrage FundHybridLow7.4%2₹263.23
Union Aggressive Hybrid FundHybridVery High7.77%2₹651.94
Union Largecap FundEquityVery High1.87%2₹448.55
Union Gilt FundDebtModerate7.85%2₹99.82
Union Balanced Advantage FundHybridHigh5.88%3₹1,383.05
Union Large & Midcap FundEquityVery High4.27%2₹865.64
Union Equity Savings FundHybridModerate5.67%2₹137.86
Union Midcap FundEquityVery High6.62%2₹1,440.27
Union Gold ETF Fund of FundOtherHigh0%0₹65.36
Union Liquid FundDebtModerately Low7.34%4₹4,208.32
Union Overnight FundDebtLow6.46%3₹473.94
Union Flexi Cap FundEquityVery High5.72%3₹2,313.02
Union Children's FundSolution OrientedVery High8.48%0₹68.72
Union Income Plus Arbitrage Active FOFOtherModerately Low0%0₹0.00
Union ELSS Tax Saver FundEquityVery High5.33%3₹904.12
Union Focused FundEquityVery High2.43%2₹408.34
Union Value FundEquityVery High4.36%2₹318.04
Union Retirement FundSolution OrientedVery High5.9%0₹168.27
Union Innovation & Opportunities FundEquityVery High10.85%0₹949.45
Union Business Cycle FundEquityVery High-0.45%0₹574.07
Union Active Momentum FundEquityVery High0%0₹445.30
Union Short Duration FundDebtModerate0%0₹681.35
Union Multicap FundEquityVery High4.47%0₹1,125.03
Union Multi Asset Allocation FundHybridVery High0%0₹784.87
Union Dynamic Bond FundDebtModerate8.42%1₹109.21
Union FMP - Series 13DebtModerately Low8.1%0₹26.05

News

  • Union Mutual Fund announces change in Exit Load Structure

    Union Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 26 May 2025

    Change in Exit Load:

    Name of the Scheme Existing Exit Load Revised Exit Load
    Union Corporate Bond Fund : 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter Nil
    Union Dynamic Bond Fund : 1 % if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter. Nil
    Union Short Duration Fund : ' 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment of units.

    ' Nil if redeemed or switched out after completion of 15 days from the date of allotment of units.

    		Nil

    Powered by Capital Market - Live News

  • Union Short Duration Fund announces Extension of NFO period

    Union Mutual Fund has announced that New Fund Offer (NFO) Period of the Scheme has been modified as follows:

    Name of the Scheme Existing closing date of NFO Revised closing date of NFO
    Union Short Duration Fund 28 January 2025 29 January 2025

    Powered by Capital Market - Live News

  • Union Mutual Fund announces merger of Union Medium Duration Fund Merger into Union Corporate Bond Fund

    Union Mutual Fund has approved the merger of Union Medium Duration Fund Merger into Union Corporate Bond Fund, with effect from 29 January 2025.

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

21 March 2023

Total AUM (Cr)

₹26.05

Union FMP - Series 13 - Direct (G) is an Fixed Maturity Plans-oriented fund from the renowned AMC, Union Mutual Fund. Launched in 21 March 2023, this fund is managed by Devesh Thacker. With assets under management (AUM) worth ₹26.05 (Cr), as of 16 June 2025, Union FMP - Series 13 - Direct (G) is categorized as a Fixed Maturity Plans within its segment. The fund has generated a return of 7.68% since its launch.
The current NAV of Union FMP - Series 13 - Direct (G) is ₹11.78, as on 16 June 2025. The fund's benchmark index is CRISIL Medium Duration Debt A-III Index. You can invest in Union FMP - Series 13 - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.00% in Debt and 1.00% in cash and cash equivalents.

FAQs

How to Invest in Union FMP - Series 13 - Direct (G) Direct Growth?

Union FMP - Series 13 - Direct (G) is a popular fund in the Fixed Maturity Plans segment. The fund has generated a return of 7.68% since inception. Looking to invest in Union FMP - Series 13 - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Union FMP - Series 13 - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Union FMP - Series 13 - Direct (G)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Union FMP - Series 13 - Direct (G) today and reap the benefits of this Fixed Maturity Plans fund!

How much returns has Union FMP - Series 13 - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Union FMP - Series 13 - Direct (G) has generated annualised return of 8.10%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 7.68% returns.

What is the expense ratio of Union FMP - Series 13 - Direct (G) Direct Growth?

The expense ratio of Union FMP - Series 13 - Direct (G) Direct Growth is undefined%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Union FMP - Series 13 - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Union FMP - Series 13 - Direct (G) is ₹26.05 (Cr) as of 2025-06-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Union FMP - Series 13 - Direct (G) Direct Growth?

Redeeming or selling units of Union FMP - Series 13 - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Union FMP - Series 13 - Direct (G):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Union FMP - Series 13 - Direct (G)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.