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
- ₹ 7880.75 CrTotal Fund Size
- 25.54%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) | 493.45 | 16.36% | - | - | 2.49% |
| Union Balanced Advantage Fund - Direct (G) | 1238.19 | 4.94% | 9.67% | 8.61% | 1.46% |
| Union Children's Fund - Direct (G) | 91.8 | 8.33% | - | - | 1.49% |
| Union Equity Savings Fund - Direct (G) | 114.8 | 5.11% | 7.67% | 6.72% | 2.07% |
| Union Innovation & Opportunities Fund - Dir (G) | 1252.51 | 16.49% | - | - | 1.01% |
| Union Midcap Fund - Direct (G) | 1892.56 | 15.3% | 19.65% | 17.31% | 1.14% |
| Union Small Cap Fund - Direct (G) | 2401.95 | 25.54% | 19.65% | 18.57% | 1.14% |
| Union Value Fund - Direct (G) | 395.49 | 6.79% | 14.53% | 14.26% | 1.54% |
