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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
393.63
Union Large & Midcap Fund (G)
Equity: Large & Mid Cap
849.33
Union Large & Midcap Fund (IDCW)
Equity: Large & Mid Cap
849.33
Union Largecap Fund - Regular (IDCW)
Equity: Large Cap
393.63
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
ICICI Bank Ltd5.07%
HDFC Bank Ltd4.78%
Infosys Ltd3.57%
Reliance Industries Ltd3.50%
TREPS2.56%
Fund Name1M3M6M1Y3Y5YSince Inception
Union Largecap Fund - Regular (G)
3.99%
6.6%
8.65%
28.25%
12.92%
18.2%
12.52%
Union Large & Midcap Fund (G)
6.02%
9.78%
16.18%
31.66%
16.2%
N/A
21.95%
Union Large & Midcap Fund (IDCW)
6.02%
9.78%
16.18%
31.66%
16.2%
N/A
21.95%
Union Largecap Fund - Regular (IDCW)
3.99%
6.6%
8.65%
28.25%
12.92%
18.2%
12.52%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History