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Union Mutual Fund - Fund Manager

Hardick Bora

Hardick Bora

Qualification: CFA charterholder with the CFA Institute, USA Bachelors in Banking and Insurance from University of Mumbai . Experience:Industry experience: Over 11 years of experience in the financial services sector. Appointed as Co-Fund Manager with effect from October 25, 2016. September 10, 2014 to October 24, 2016 with Union Asset Management Company Private Limited as Research Analyst. November 2012 to September 2014 with Motilal Oswal Securities Ltd. as Sr. Manager - Institutional Research (Pharmaceutical). October 2011 to November 2012 with Dolat Capital Markets Pvt . Ltd. as Research Associate (Pharmaceutical & Agrochemicals). February 2011 to October 2011 with Khandwala Securities Ltd . as Research Associate (Pharmaceutical). July 2010 to November 2010 with Yen Management Consultants Pvt. Ltd. as Consultant. January 2008 to January 2010 with Yen Management Consultants Pvt. Ltd. as Assistant Manager. April 2006 to July 2006 with 3 Global Services Pvt. Ltd. as Customer Care Advisor.

Fund Name
Classification
Fund AUM (Cr.)
Union Flexi Cap Fund (G)
Equity: Flexi Cap
1863.8
Union Value Fund (G)
Equity: Value
199.62
Union Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1643.6
Union Focused Fund (G)
Equity: Focused
380.03
Union Largecap Fund - Regular (G)
Equity: Large Cap
280.61
Union Equity Savings Fund (G)
Hybrid: Equity Savings
121.31
Union Midcap Fund (G)
Equity: Mid Cap
976.86
Union Small Cap Fund (G)
Equity: Small Cap
1285.94
Union ELSS Tax Saver Fund - Regular (G)
Equity: ELSS
789.29
Union Aggressive Hybrid Fund (G)
Hybrid: Aggressive Hybrid
584.14
Top Holdings - ConsoloidatedWts(%)
TREPS4.88%
HDFC Bank Ltd4.43%
ICICI Bank Ltd3.46%
Larsen & Toubro Ltd2.54%
Reliance Industries Ltd2.42%
Fund Name1M3M6M1Y3Y5YSince Inception
Union Flexi Cap Fund (G)
1.19%
9.93%
15.02%
29.23%
18.86%
18.5%
12.34%
Union Value Fund (G)
1.16%
12.16%
20.77%
33.62%
21.14%
18.16%
18.27%
Union Balanced Advantage Fund (G)
0.79%
6.98%
8.55%
15.6%
8.53%
11.58%
9.97%
Union Focused Fund (G)
-0.18%
7.05%
10.63%
21.24%
15.49%
N/A
19.19%
Union Largecap Fund - Regular (G)
0.99%
9.14%
11.83%
22.72%
14.79%
14.96%
11.26%
Union Equity Savings Fund (G)
0.87%
4.49%
6.18%
11.99%
6.97%
8.18%
7.9%
Union Midcap Fund (G)
0.76%
8.95%
16.7%
35.85%
24.38%
N/A
41.07%
Union Small Cap Fund (G)
0.43%
6.39%
20.82%
44.11%
30.51%
25.42%
16.05%
Union ELSS Tax Saver Fund - Regular (G)
0.76%
9.19%
13.94%
27.5%
19.22%
18.62%
15.08%
Union Aggressive Hybrid Fund (G)
0.99%
7.73%
11.09%
21.28%
14.06%
N/A
14.87%
Fund Performance