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
- ₹ 8402.38 CrTotal Fund Size
- 22.96%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) | 535.78 | 21.02% | - | - | 2.5% |
| Union Balanced Advantage Fund - Direct (G) | 1240.12 | 0.6% | 7.75% | 7.25% | 1.46% |
| Union Children's Fund - Direct (G) | 95.19 | 1.11% | - | - | 1.48% |
| Union Equity Savings Fund - Direct (G) | 115.17 | 3.15% | 6.56% | 5.93% | 2.14% |
| Union Innovation & Opportunities Fund - Dir (G) | 1344.41 | 11.43% | 18.18% | - | 0.99% |
| Union Midcap Fund - Direct (G) | 2005.31 | 8.09% | 15.66% | 14.63% | 1.13% |
| Union Small Cap Fund - Direct (G) | 2667.47 | 22.96% | 16.92% | 17.16% | 1.11% |
| Union Value Fund - Direct (G) | 398.93 | -0.17% | 11.18% | 11.56% | 1.58% |
