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
- ₹ 6682.62 CrTotal Fund Size
- 27.06%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) | 456.55 | - | - | - | 1.02% |
| Union Balanced Advantage Fund - Direct (G) | 1345.26 | 7.01% | 11.72% | 10.99% | 0.99% |
| Union Children's Fund - Direct (G) | 75.09 | 7.65% | - | - | 1.27% |
| Union Equity Savings Fund - Direct (G) | 136 | 5.15% | 8.8% | 8.23% | 1.5% |
| Union Innovation & Opportunities Fund - Dir (G) | 1068.2 | 4.81% | - | - | 0.73% |
| Union Midcap Fund - Direct (G) | 1550.58 | 8.11% | 21.15% | 26.39% | 0.72% |
| Union Small Cap Fund - Direct (G) | 1710.49 | 0.64% | 18.87% | 27.06% | 0.95% |
| Union Value Fund - Direct (G) | 340.45 | 5.4% | 19.42% | 21.63% | 1.32% |
