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
- ₹ 8226.58 CrTotal Fund Size
- 17.86%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) | 542.54 | 14.51% | - | - | 2.61% |
| Union Balanced Advantage Fund - Direct (G) | 1157.75 | -1.39% | 7.85% | 7.02% | 1.47% |
| Union Children's Fund - Direct (G) | 90.69 | -2% | - | - | 1.47% |
| Union Equity Savings Fund - Direct (G) | 113.6 | 1.86% | 6.57% | 5.69% | 2.1% |
| Union Innovation & Opportunities Fund - Dir (G) | 1306.52 | 6.03% | 17.34% | - | 1.01% |
| Union Midcap Fund - Direct (G) | 1905.76 | 3.22% | 15.13% | 12.77% | 1.11% |
| Union Small Cap Fund - Direct (G) | 2731.92 | 17.86% | 15.21% | 15.52% | 1.09% |
| Union Value Fund - Direct (G) | 377.8 | -2.07% | 10.93% | 10.58% | 1.51% |
