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Union Mutual Fund - Fund Manager

Vinod Malviya

Vinod Malviya

Qualification: Bachelors of Management Studies, Masters in Financial Management, CFA (USA) - Level III cleared . Experience:Over 14 years of experience in the Financial markets as an Analyst. Appointed as Co-Fund Manager with effect from January 25, 2023. February 2020 - January 24, 2023 with Union Asset Management Company Pvt. Ltd. as Research Analyst - Equity. July 2014 to January 2020 with Florintree Advisors Private Limited as Principal. August 2012 to June 2014 with East India Securities Limited as Research Analyst. September 2008 to July 2012 with Amit Nalin Securities Private Limited as Research Analyst.

Fund Name
Classification
Fund AUM (Cr.)
Union Largecap Fund - Regular (G)
Equity: Large Cap
280.61
Union Largecap Fund - Regular (IDCW)
Equity: Large Cap
280.61
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd9.17%
ICICI Bank Ltd7.17%
Reliance Industries Ltd5.94%
Larsen & Toubro Ltd5.29%
Infosys Ltd4.98%
Fund Name1M3M6M1Y3Y5YSince Inception
Union Largecap Fund - Regular (G)
0.99%
9.14%
11.83%
22.72%
14.79%
14.96%
11.26%
Union Largecap Fund - Regular (IDCW)
0.99%
9.14%
11.83%
22.72%
14.79%
14.96%
11.26%
Fund Performance