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
- 9No. of Funds
- ₹ 7775.57 CrTotal Fund Size
- 19.33%Highest Return
Funds managed by Gaurav Chopra
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Union Active Momentum Fund - Regular (G) | 474.55 | 8.98% | - | - | 2.39% |
| Union Active Momentum Fund - Regular (G) | 474.55 | 8.98% | - | - | 2.39% |
| Union Balanced Advantage Fund (G) | 1218.2 | 1.09% | 8.46% | 7.18% | 2.2% |
| Union Children's Fund - Regular (G) | 85.11 | 2.67% | - | - | 2.4% |
| Union Equity Savings Fund (G) | 140.57 | 3.16% | 7.4% | 6.27% | 1.95% |
| Union Innovation & Opportunities Fund - Reg (G) | 1142.04 | 7.35% | - | - | 2.18% |
| Union Midcap Fund (G) | 1771.27 | 7.48% | 18.42% | 16.23% | 2.06% |
| Union Small Cap Fund (G) | 2094.49 | 16.59% | 19.33% | 17.78% | 2.04% |
| Union Value Fund (G) | 374.79 | 2.97% | 15.77% | 14.02% | 2.45% |
