Gaurav Chopra
Biography: Over 8 years of experience in the equity markets. Appointed as Co-Fund Manager with effect from January 25, 2023. June 2020 - January 24, 2023 with Union Asset Management Company Pvt. Ltd as Research Analyst - Equity. November 2015 to May 2020 with Centrum Portfolio Management Services - Centrum Broking Limited as Research Analyst. March 2015 to October 2015 with Barclays Wealth Trustees (India) Private Limited as Trust Analysts . September 2011 to September 2014 with Sharp & Tanan Associates as Audit Assurance Assistant.
Qualification: B.Com, Chartered Accountant and CFA (USA) - Level III cleared
- 8No. of Funds
- ₹ 8226.58 CrTotal Fund Size
- 19.42%Highest Return
Funds managed by Gaurav Chopra
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Union Active Momentum Fund - Direct (G) | 542.54 | 14.85% | - | - | 2.34% |
| Union Balanced Advantage Fund - Direct (G) | 1157.75 | 2.52% | 9.3% | 7.91% | 1.47% |
| Union Children's Fund - Direct (G) | 90.69 | 0.92% | - | - | 1.45% |
| Union Equity Savings Fund - Direct (G) | 113.6 | 3.78% | 7.33% | 6.19% | 2.11% |
| Union Innovation & Opportunities Fund - Dir (G) | 1306.52 | 12.07% | 19.42% | - | 0.99% |
| Union Midcap Fund - Direct (G) | 1905.76 | 7.17% | 16.74% | 14.35% | 1.08% |
| Union Small Cap Fund - Direct (G) | 2731.92 | 16.7% | 15.05% | 16.13% | 1.08% |
| Union Value Fund - Direct (G) | 377.8 | 0.03% | 12.22% | 11.57% | 1.51% |
