Union Mutual Fund - Fund Manager
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 | 1917.58 |
Union Value Fund (G) | Equity: Value | 218.11 |
Union Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1639.64 |
Union Focused Fund (G) | Equity: Focused | 382.2 |
Union Largecap Fund - Regular (G) | Equity: Large Cap | 294.07 |
Union Equity Savings Fund (G) | Hybrid: Equity Savings | 122.52 |
Union Midcap Fund (G) | Equity: Mid Cap | 1023.09 |
Union Small Cap Fund (G) | Equity: Small Cap | 1348.86 |
Union ELSS Tax Saver Fund - Regular (G) | Equity: ELSS | 806.89 |
Union Aggressive Hybrid Fund (G) | Hybrid: Aggressive Hybrid | 581.63 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| TREPS | 4.85% |
| Reliance Industries Ltd. | 4.05% |
| ICICI Bank Ltd. | 3.37% |
| HDFC Bank Ltd. | 3.07% |
| Larsen & Toubro Ltd. | 2.57% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Union Flexi Cap Fund (G) | 3.1% | 10.53% | 16.65% | 37.17% | 18.79% | 19.7% | 12.47% |
| Union Value Fund (G) | 2.32% | 11.83% | 19.54% | 43.73% | 21.09% | 19.49% | 18.47% |
| Union Balanced Advantage Fund (G) | 2.76% | 8.52% | 11.3% | 19.63% | 9.52% | 12.32% | 10.21% |
| Union Focused Fund (G) | 3.12% | 9.14% | 12.81% | 29.39% | 15.55% | N/A | 19.36% |
| Union Largecap Fund - Regular (G) | 4.17% | 12.5% | 16.77% | 32.5% | 16.02% | 16.12% | 11.7% |
| Union Equity Savings Fund (G) | 1.79% | 5.41% | 7.77% | 14.94% | 7.61% | 8.57% | 8.06% |
| Union Midcap Fund (G) | 3.53% | 9.54% | 16.37% | 41.93% | 23.12% | N/A | 40.79% |
| Union Small Cap Fund (G) | 0.41% | 3.23% | 12.67% | 46.59% | 26.54% | 26.77% | 15.83% |
| Union ELSS Tax Saver Fund - Regular (G) | 2.9% | 9.94% | 15.59% | 34.56% | 19.28% | 19.83% | 15.18% |
| Union Aggressive Hybrid Fund (G) | 2.75% | 8.58% | 13.12% | 27.56% | 14.14% | N/A | 15.13% |
