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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
1372.06
Union Midcap Fund (IDCW)
Equity: Mid Cap
1372.06
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Federal Bank Ltd3.29%
Indus Towers Ltd2.82%
Voltas Ltd2.76%
Suzlon Energy Ltd2.76%
Mphasis Ltd2.65%
Fund Name1M3M6M1Y3Y5YSince Inception
Union Midcap Fund (G)
6.94%
12.54%
23.39%
39.26%
20.52%
N/A
41.97%
Union Midcap Fund (IDCW)
6.94%
12.54%
23.39%
39.26%
20.52%
N/A
41.97%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History