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
- ₹ 6671.47 CrTotal Fund Size
- 23.04%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) | 436.13 | 8.36% | - | - | 0.97% |
| Union Balanced Advantage Fund - Direct (G) | 1301.37 | 12.16% | 11.67% | 9.34% | 1.04% |
| Union Children's Fund - Direct (G) | 79.7 | 16.94% | - | - | 1.17% |
| Union Equity Savings Fund - Direct (G) | 142.72 | 8.01% | 8.8% | 7.09% | 1.5% |
| Union Innovation & Opportunities Fund - Dir (G) | 1048.95 | 13.33% | - | - | 0.84% |
| Union Midcap Fund - Direct (G) | 1598.18 | 22.65% | 23.04% | 20.72% | 0.74% |
| Union Small Cap Fund - Direct (G) | 1697.19 | 20.51% | 20.93% | 20.52% | 0.96% |
| Union Value Fund - Direct (G) | 367.23 | 18.45% | 19.87% | 16.62% | 1.32% |
