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Union Mutual Fund - Fund Manager

Gaurav Chopra

Gaurav Chopra

Qualification: B.Com, Chartered Accountant and CFA (USA) - Level III cleared . Experience:Over 8 years of experience in the equity markets. Appointed as Co-Fund Manager with effect from January 25, 2023. June 2020 - January 24, 2023 with Union Asset Management Company Pvt. Ltd as Research Analyst - Equity. November 2015 to May 2020 with Centrum Portfolio Management Services - Centrum Broking Limited as Research Analyst. March 2015 to October 2015 with Barclays Wealth Trustees (India) Private Limited as Trust Analysts . September 2011 to September 2014 with Sharp & Tanan Associates as Audit Assurance Assistant.

Fund Name
Classification
Fund AUM (Cr.)
Union Midcap Fund (G)
Equity: Mid Cap
976.86
Union Midcap Fund (IDCW)
Equity: Mid Cap
976.86
Top Holdings - ConsoloidatedWts(%)
Phoenix Mills Ltd2.92%
TREPS2.68%
Dixon Technologies (India) Ltd2.61%
Max Healthcare Institute Ltd2.56%
Uno Minda Ltd2.47%
Fund Name1M3M6M1Y3Y5YSince Inception
Union Midcap Fund (G)
0.76%
8.95%
16.7%
35.85%
24.38%
N/A
41.07%
Union Midcap Fund (IDCW)
0.76%
8.95%
16.7%
35.85%
24.38%
N/A
41.07%
Fund Performance