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
- ₹ 7070.44 CrTotal Fund Size
- 22.2%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) | 440.27 | 6.42% | - | - | 12.18% |
| Union Balanced Advantage Fund - Direct (G) | 1241.37 | 1.32% | 9.25% | 8.47% | 1.05% |
| Union Children's Fund - Direct (G) | 83.42 | 3.49% | - | - | 1.56% |
| Union Equity Savings Fund - Direct (G) | 142.05 | 2.62% | 7.66% | 6.9% | 1.47% |
| Union Innovation & Opportunities Fund - Dir (G) | 1105.15 | 8.91% | - | - | 0.8% |
| Union Midcap Fund - Direct (G) | 1705.41 | 11.68% | 20.95% | 19.61% | 1.44% |
| Union Small Cap Fund - Direct (G) | 1979.63 | 20.79% | 22.2% | 20.04% | 1.13% |
| Union Value Fund - Direct (G) | 373.14 | 3.69% | 17.32% | 16.08% | 1.83% |
