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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
1863.8
Union Value Fund (G)
Equity: Value
199.62
Union Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1643.6
Union Focused Fund (G)
Equity: Focused
380.03
Union Largecap Fund - Regular (G)
Equity: Large Cap
280.61
Union Equity Savings Fund (G)
Hybrid: Equity Savings
121.31
Union Midcap Fund (G)
Equity: Mid Cap
976.86
Union Small Cap Fund (G)
Equity: Small Cap
1285.94
Union ELSS Tax Saver Fund - Regular (G)
Equity: ELSS
789.29
Union Aggressive Hybrid Fund (G)
Hybrid: Aggressive Hybrid
584.14
Top Holdings - ConsoloidatedWts(%)
TREPS4.88%
HDFC Bank Ltd4.43%
ICICI Bank Ltd3.46%
Larsen & Toubro Ltd2.54%
Reliance Industries Ltd2.42%
Fund Name1M3M6M1Y3Y5YSince Inception
Union Flexi Cap Fund (G)
1.19%
9.93%
15.02%
29.23%
18.86%
18.5%
12.34%
Union Value Fund (G)
1.16%
12.16%
20.77%
33.62%
21.14%
18.16%
18.27%
Union Balanced Advantage Fund (G)
0.79%
6.98%
8.55%
15.6%
8.53%
11.58%
9.97%
Union Focused Fund (G)
-0.18%
7.05%
10.63%
21.24%
15.49%
N/A
19.19%
Union Largecap Fund - Regular (G)
0.99%
9.14%
11.83%
22.72%
14.79%
14.96%
11.26%
Union Equity Savings Fund (G)
0.87%
4.49%
6.18%
11.99%
6.97%
8.18%
7.9%
Union Midcap Fund (G)
0.76%
8.95%
16.7%
35.85%
24.38%
N/A
41.07%
Union Small Cap Fund (G)
0.43%
6.39%
20.82%
44.11%
30.51%
25.42%
16.05%
Union ELSS Tax Saver Fund - Regular (G)
0.76%
9.19%
13.94%
27.5%
19.22%
18.62%
15.08%
Union Aggressive Hybrid Fund (G)
0.99%
7.73%
11.09%
21.28%
14.06%
N/A
14.87%
Fund Performance