Union Mutual Fund - Fund Manager
Qualification: B.Tech(IIT), MBA(IIM) and CFA. B.Tech (IIT), MBA (IIM) and CFA.. Experience:Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equies. Prior to that Mr. Patwardhan worked for two years with Deutsche Equies India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Union Business Cycle Fund - Direct (G) | Equity: Sectoral : Thematic | 569.17 |
Union Business Cycle Fund - Regular (G) | Equity: Sectoral : Thematic | 569.17 |
Union Multicap Fund - Direct (G) | Equity: Multi Cap | 1335.77 |
Union Multicap Fund - Regular (G) | Equity: Multi Cap | 1335.77 |
Union Multicap Fund - Regular (IDCW) | Equity: Multi Cap | 1335.77 |
Union Multicap Fund - Direct (IDCW) | Equity: Multi Cap | 1335.77 |
Union Business Cycle Fund - Regular (IDCW) | Equity: Sectoral : Thematic | 569.17 |
Union Business Cycle Fund - Direct (IDCW) | Equity: Sectoral : Thematic | 569.17 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 5.05% |
| ICICI Bank Ltd | 3.60% |
| Bharti Airtel Ltd | 3.14% |
| Reverse Repo / Treps / CCIL | 3.13% |
| Reliance Industries Ltd | 3.00% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Union Business Cycle Fund - Direct (G) | -1.71% | 0.35% | 2.04% | -1.11% | N/A | N/A | 8.38% |
| Union Business Cycle Fund - Regular (G) | -1.75% | 0.09% | 1.35% | -2.51% | N/A | N/A | 6.88% |
| Union Multicap Fund - Direct (G) | -2% | 0.91% | 3.22% | -0.42% | N/A | N/A | 18.68% |
| Union Multicap Fund - Regular (G) | -2.08% | 0.63% | 2.62% | -1.6% | N/A | N/A | 17.15% |
| Union Multicap Fund - Regular (IDCW) | -2.08% | 0.63% | 2.62% | -1.6% | N/A | N/A | 17.15% |
| Union Multicap Fund - Direct (IDCW) | -2% | 0.91% | 3.22% | -0.42% | N/A | N/A | 18.68% |
| Union Business Cycle Fund - Regular (IDCW) | -1.75% | 0.09% | 1.35% | -2.51% | N/A | N/A | 6.88% |
| Union Business Cycle Fund - Direct (IDCW) | -1.71% | 0.35% | 2.04% | -1.11% | N/A | N/A | 8.38% |
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History
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