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
- ₹ 7688.89 CrTotal Fund Size
- 19.41%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) | 502.9 | 8.68% | - | - | 2.5% |
| Union Balanced Advantage Fund - Direct (G) | 1236.69 | 1.87% | 8.82% | 8.52% | 1.4% |
| Union Children's Fund - Direct (G) | 89.83 | 2.18% | - | - | 1.47% |
| Union Equity Savings Fund - Direct (G) | 141.45 | 3.31% | 7.21% | 6.8% | 2.05% |
| Union Innovation & Opportunities Fund - Dir (G) | 1209.66 | 10.9% | - | - | 0.96% |
| Union Midcap Fund - Direct (G) | 1846.92 | 9.09% | 18.84% | 16.81% | 1.03% |
| Union Small Cap Fund - Direct (G) | 2267.79 | 17.1% | 19.41% | 17.42% | 1.14% |
| Union Value Fund - Direct (G) | 393.65 | 1.74% | 14.66% | 14.75% | 1.5% |
