Union Mutual Fund - Fund Manager
Qualification: CFA charterholderwith the CFA Institute,USABachelors in Bankingand Insurance fromUniversity of Mumbai. Experience:Industry experience: Over 11 years of experience in thefinancial services sector.Appointed as Co-Fund Manager with effect fromOctober 25, 2016.September 10, 2014 to October 24, 2016 with UnionAsset Management Company Private Limited asResearch Analyst.November 2012 to September 2014 with Motilal OswalSecurities Ltd. as Sr. Manager - Institutional Research(Pharmaceutical).October 2011 to November 2012 with Dolat CapitalMarkets Pvt . Ltd. as Research Associate(Pharmaceutical & Agrochemicals).February 2011 to October 2011 with KhandwalaSecurities Ltd . as Research Associate(Pharmaceutical).July 2010 to November 2010 with Yen ManagementConsultants Pvt. Ltd. as Consultant.January 2008 to January 2010 with Yen ManagementConsultants Pvt. Ltd. as Assistant Manager.April 2006 to July 2006 with 3 Global Services Pvt. Ltd. asCustomer Care Advisor.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Union Flexi Cap Fund (G) | Equity: Flexi Cap | 2276.38 |
Union Value Fund (G) | Equity: Value | 282.36 |
Union Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1572.46 |
Union Focused Fund (G) | Equity: Focused | 426.98 |
Union Equity Savings Fund (G) | Hybrid: Equity Savings | 133.03 |
Union Midcap Fund (G) | Equity: Mid Cap | 1372.06 |
Union Small Cap Fund (G) | Equity: Small Cap | 1587.53 |
Union ELSS Tax Saver Fund - Regular (G) | Equity: ELSS | 960.42 |
Union Aggressive Hybrid Fund (G) | Hybrid: Aggressive Hybrid | 648.99 |
Union Large & Midcap Fund (G) | Equity: Large & Mid Cap | 849.33 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| TREPS | 4.33% |
| HDFC Bank Ltd | 4.05% |
| ICICI Bank Ltd | 3.41% |
| Reliance Industries Ltd | 2.76% |
| Infosys Ltd | 2.35% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Union Flexi Cap Fund (G) | 4.77% | 9.11% | 11.52% | 30.71% | 14.89% | 22.19% | 13.07% |
| Union Value Fund (G) | 5.27% | 10.3% | 13.84% | 36.79% | 19.92% | 23.66% | 19.85% |
| Union Balanced Advantage Fund (G) | 2.12% | 5.9% | 6.93% | 19.7% | 9.85% | 13.17% | 10.7% |
| Union Focused Fund (G) | 3.79% | 6.68% | 9.41% | 25.1% | 12.21% | 20.01% | 19.92% |
| Union Equity Savings Fund (G) | 1.49% | 4.08% | 5.09% | 13.5% | 7.33% | 9.19% | 8.38% |
| Union Midcap Fund (G) | 6.94% | 12.54% | 23.39% | 39.26% | 20.52% | N/A | 41.97% |
| Union Small Cap Fund (G) | 7.45% | 14.57% | 22.66% | 30.1% | 21.44% | 31.88% | 17.01% |
| Union ELSS Tax Saver Fund - Regular (G) | 5.08% | 10.77% | 13.95% | 31.94% | 16.42% | 22.86% | 15.89% |
| Union Aggressive Hybrid Fund (G) | 1.95% | 13.02% | 11.12% | 26.98% | 12.24% | N/A | 16.77% |
| Union Large & Midcap Fund (G) | 6.02% | 9.78% | 16.18% | 31.66% | 16.2% | N/A | 21.95% |
