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Union Mutual Fund - Fund Manager

Sanjay Bembalkar

Sanjay Bembalkar

Qualification: B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder . Experience:Total experience - 12 years Details: Research Analyst - Equity - Canara Robeco Asset Management Company Ltd. (December 2017 to September 2019) Research Analyst - Equity - LIC Mutual Fund Asset Management Ltd.(August 2015 to December 2017) Assistant Vice President - Quantum Advisors Pvt. Ltd (April 2010 to August 2015) Intern Analyst - Autonomous Research LLP (August 2009 to January 2010)

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
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
TREPS4.85%
Reliance Industries Ltd.4.05%
ICICI Bank Ltd.3.37%
HDFC Bank Ltd.3.07%
Larsen & Toubro Ltd.2.57%
Fund Name1M3M6M1Y3Y5YSince 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%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History