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
- ₹ 6892.11 CrTotal Fund Size
- 21.67%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) | 457.35 | -6.23% | - | - | 0.97% |
| Union Balanced Advantage Fund - Direct (G) | 1347.19 | 8.8% | 11.22% | 9.19% | 1.04% |
| Union Children's Fund - Direct (G) | 81.46 | 10.68% | - | - | 1.17% |
| Union Equity Savings Fund - Direct (G) | 143.99 | 6.29% | 8.56% | 7.12% | 1.5% |
| Union Innovation & Opportunities Fund - Dir (G) | 1113.56 | 5.08% | - | - | 0.81% |
| Union Midcap Fund - Direct (G) | 1633.88 | 11.93% | 21.67% | 21.07% | 0.72% |
| Union Small Cap Fund - Direct (G) | 1743.98 | 3.95% | 18.95% | 21.34% | 0.96% |
| Union Value Fund - Direct (G) | 370.7 | 12.35% | 18.66% | 17.45% | 1.32% |
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