Union Low Duration Fund
Union Mutual Fund
Ultra Short to Short Term Fund As of 2026-06-30
Holdings
17
Concentrated
Top 10 weight
81%
Concentration
Strategy data
N/A
Not reported
Equity
14%
Asset allocation
Portfolio
2Sectors
12Large positions
6.8%Top: [ICRA]AA+
19.8%Cash
Market-cap allocation
Cap allocation not available for this fund.
Asset allocation
Equity14%
Debt66%
Cash20%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 14% equity, 66% debt, 20% cash.
- 17 disclosed positions across 2 classified equity sectors.
- Largest equity sector is [ICRA]AA+ at 6.8% of the portfolio.
Watchpoints
- Compact 17-position portfolio; each large position can materially affect returns.
- Top 10 positions account for 81%, indicating high portfolio concentration.
- Cash and cash equivalents are 20%, which can create performance drag when markets rise.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Ultra Short to Short Term Fund.
HDFC Low Duration Fund149 holdings · 30% top 10
Nippon India Low Duration Fund90 holdings · 29% top 10
Aditya Birla Sun Life Low Duration Fund88 holdings · 35% top 10
Aditya Birla Sun Life Low Duration Fund88 holdings · 35% top 10
SBI Low Duration Fund (Erstwhile known as SBI Magnum Low Duration Fund)60 holdings · 41% top 10
Lic Mf Low Duration Fund50 holdings · 41% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
6.8%
6.7%