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
- ₹ 6843.9 CrTotal Fund Size
- 21.08%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) | 445.02 | 3.64% | - | - | 0.97% |
| Union Balanced Advantage Fund - Direct (G) | 1304.78 | 5.96% | 10.02% | 8.17% | 1.04% |
| Union Children's Fund - Direct (G) | 82.34 | 8.27% | - | - | 1.16% |
| Union Equity Savings Fund - Direct (G) | 143.75 | 5.01% | 8.39% | 6.63% | 1.51% |
| Union Innovation & Opportunities Fund - Dir (G) | 1052.97 | 6.75% | - | - | 0.84% |
| Union Midcap Fund - Direct (G) | 1652.42 | 14.75% | 21.08% | 17.57% | 0.78% |
| Union Small Cap Fund - Direct (G) | 1787.25 | 15.5% | 19.43% | 17.85% | 1.03% |
| Union Value Fund - Direct (G) | 375.37 | 10.26% | 18.23% | 14.97% | 1.21% |
