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
- 9No. of Funds
- ₹ 7510.71 CrTotal Fund Size
- 19.21%Highest Return
Funds managed by Gaurav Chopra
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Union Active Momentum Fund - Regular (G) | 440.27 | 8.79% | - | - | 2.39% |
| Union Active Momentum Fund - Regular (G) | 440.27 | 8.79% | - | - | 2.39% |
| Union Balanced Advantage Fund (G) | 1241.37 | -0.95% | 7.53% | 6.66% | 2.2% |
| Union Children's Fund - Regular (G) | 83.42 | 0.08% | - | - | 2.4% |
| Union Equity Savings Fund (G) | 142.05 | 1.68% | 6.86% | 5.95% | 1.95% |
| Union Innovation & Opportunities Fund - Reg (G) | 1105.15 | 5.04% | - | - | 2.18% |
| Union Midcap Fund (G) | 1705.41 | 5.98% | 18.19% | 16.53% | 2.06% |
| Union Small Cap Fund (G) | 1979.63 | 13.99% | 19.21% | 17.4% | 2.04% |
| Union Value Fund (G) | 373.14 | 0.18% | 14.9% | 13.5% | 2.45% |
