Union Mutual Fund - Fund Manager
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 Aggressive Hybrid Fund - Direct (G) | Hybrid: Aggressive Hybrid | 679.61 |
Union Aggressive Hybrid Fund (G) | Hybrid: Aggressive Hybrid | 679.61 |
Union Children's Fund - Direct (G) | Solution Oriented: Childrens | 79.34 |
Union Children's Fund - Regular (G) | Solution Oriented: Childrens | 79.34 |
Union ELSS Tax Saver Fund - Direct (G) | Equity: ELSS | 921.54 |
Union ELSS Tax Saver Fund - Regular (G) | Equity: ELSS | 921.54 |
Union Flexi Cap Fund - Direct (G) | Equity: Flexi Cap | 2414.49 |
Union Flexi Cap Fund (G) | Equity: Flexi Cap | 2414.49 |
Union Focused Fund - Direct (G) | Equity: Focused | 430.63 |
Union Focused Fund (G) | Equity: Focused | 430.63 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 6.34% |
| ICICI Bank Ltd | 4.03% |
| Reliance Industries Ltd | 3.82% |
| Bharti Airtel Ltd | 3.75% |
| Infosys Ltd | 2.80% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Union Aggressive Hybrid Fund - Direct (G) | -0.15% | 1.52% | 2.27% | 3.52% | 13.46% | 12.07% | 14.22% |
| Union Aggressive Hybrid Fund (G) | -0.27% | 1.22% | 1.66% | 2.23% | 12.14% | 10.97% | 12.92% |
| Union Children's Fund - Direct (G) | -1.68% | 0.47% | 2.3% | 1.97% | N/A | N/A | 13.76% |
| Union Children's Fund - Regular (G) | -1.87% | 0.16% | 1.78% | 0.72% | N/A | N/A | 12.24% |
| Union ELSS Tax Saver Fund - Direct (G) | -1.47% | 0.43% | 2.65% | 0.69% | 15.23% | 17.95% | 13.94% |
| Union ELSS Tax Saver Fund - Regular (G) | -1.56% | 0.2% | 2.17% | -0.23% | 14.21% | 16.98% | 14.43% |
| Union Flexi Cap Fund - Direct (G) | -1.02% | 0.56% | 1.13% | -0.09% | 15.19% | 17.63% | 13.66% |
| Union Flexi Cap Fund (G) | -1.12% | 0.27% | 0.55% | -1.19% | 13.89% | 16.37% | 11.94% |
| 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% |
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History
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