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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 yearsDetails: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
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 Largecap Fund - Regular (G)
Equity: Large Cap
393.63
Union Equity Savings Fund (G)
Hybrid: Equity Savings
133.03
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 Retirement Fund (G)
Solution Oriented: Retirement
144.33
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
TREPS4.76%
HDFC Bank Ltd4.73%
ICICI Bank Ltd3.96%
Reliance Industries Ltd3.26%
Infosys Ltd2.73%
Fund Name1M3M6M1Y3Y5YSince 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 Largecap Fund - Regular (G)
3.99%
6.6%
8.65%
28.25%
12.92%
18.2%
12.52%
Union Equity Savings Fund (G)
1.49%
4.08%
5.09%
13.5%
7.33%
9.19%
8.38%
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 Retirement Fund (G)
2.55%
16.54%
14.92%
34.73%
N/A
N/A
26.02%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History