Union Mutual Fund - Fund Manager
Qualification: Bachelors in Commerce from University of Mumbai and Chartered Accountant from ICAI,. Experience:Pratik Dharmshi is the Fund Manager for Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund, responsible for managing the performance of the schemes. He has more than 9 years of rich experience in the financial markets. Pratik Dharmshi is the Fund Manager for Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund, responsible for managing the performance of the schemes. He has more than 9 years of rich experience in the financial markets. At Edelweiss AMC, Pratik's role is to identify new investment opportunities, managing risk with focus on investment returns.
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 Diversified Equity All Cap Active FOF - Dir (G) | Other: FoFs Domestic | 206.26 |
Union Diversified Equity All Cap Active FOF - Reg (G) | Other: FoFs Domestic | 206.26 |
Union Focused Fund - Direct (G) | Equity: Focused | 430.63 |
Union Focused Fund (G) | Equity: Focused | 430.63 |
Union Large & Midcap Fund - Direct (G) | Equity: Large & Mid Cap | 945.26 |
Union Large & Midcap Fund (G) | Equity: Large & Mid Cap | 945.26 |
Union Largecap Fund - Direct (G) | Equity: Large Cap | 475.89 |
Union Largecap Fund - Regular (G) | Equity: Large Cap | 475.89 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 2.52% |
| ICICI Bank Ltd | 2.13% |
| Acutaas Chemicals Ltd | 2.11% |
| Gabriel India Ltd | 1.88% |
| Union Multicap Fund - Direct (G) | 1.82% |
| 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 Diversified Equity All Cap Active FOF - Dir (G) | -2.2% | N/A | N/A | N/A | N/A | N/A | -1.82% |
| Union Diversified Equity All Cap Active FOF - Reg (G) | -2.29% | N/A | N/A | N/A | N/A | N/A | -2.06% |
| Union Focused Fund - Direct (G) | -4.48% | -4.06% | -0.38% | -3.75% | 11.06% | 14.85% | 16.54% |
| Union Focused Fund (G) | -4.52% | -4.27% | -0.88% | -4.71% | 9.97% | 13.77% | 15.43% |
| Union Large & Midcap Fund - Direct (G) | -1.35% | -0.25% | 1.61% | -0.5% | 15.95% | 18.13% | 18.5% |
| Union Large & Midcap Fund (G) | -1.41% | -0.54% | 0.94% | -1.79% | 14.38% | 16.63% | 17.05% |
| Union Largecap Fund - Direct (G) | -1.4% | 1.08% | 1.6% | 0.79% | 12.6% | 14.4% | 11.45% |
| Union Largecap Fund - Regular (G) | -1.45% | 0.85% | 1.1% | -0.21% | 11.64% | 13.52% | 10.62% |
Fund Performance
No Data
Sector Weights
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Aum Movement
Fund Manager History
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