Sanjay Bembalkar
Biography: 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)
Qualification: B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder
- 10No. of Funds
- ₹ 9895.42 CrTotal Fund Size
- 17.02%Highest Return
Funds managed by Sanjay Bembalkar
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Union Active Momentum Fund - Direct (G) | 502.9 | 16.71% | - | - | 2.49% |
| Union Aggressive Hybrid Fund - Direct (G) | 736.85 | 6.43% | 12% | 10.59% | 1.7% |
| Union Balanced Advantage Fund - Direct (G) | 1236.69 | 4.62% | 9.45% | 8.66% | 1.46% |
| Union ELSS Tax Saver Fund - Direct (G) | 856.82 | 5.1% | 12.42% | 12.4% | 1.68% |
| Union Equity Savings Fund - Direct (G) | 141.45 | 4.76% | 7.49% | 6.76% | 2.07% |
| Union Flexi Cap Fund - Direct (G) | 2375.89 | 6.78% | 12.99% | 12.17% | 1.56% |
| Union Innovation & Opportunities Fund - Dir (G) | 1209.66 | 16.06% | - | - | 1.01% |
| Union Largecap Fund - Direct (G) | 436.67 | 2.31% | 9.74% | 9.67% | 1.68% |
| Union Multi Asset Allocation Fund - Direct (G) | 978.39 | 17.02% | - | - | 1.32% |
| Union Multicap Fund - Direct (G) | 1420.1 | 14.34% | 16.85% | - | 1.43% |
