Sanjay Bembalkar
Biography: Total experience - 12 years Details: Research Analyst - Equity - Canara Robeco Asset Management Company Ltd. (December 2017 to September 2019) Research Analyst - Equity - LIC Mutual Fund Asset Management Ltd.(August 2015 to December 2017) Assistant Vice President - Quantum Advisors Pvt. Ltd (April 2010 to August 2015) Intern Analyst - Autonomous Research LLP (August 2009 to January 2010)
Qualification: B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder
- 11No. of Funds
- ₹ 10039.7 CrTotal Fund Size
- 15.24%Highest Return
Funds managed by Sanjay Bembalkar
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Union Active Momentum Fund - Regular (G) | 474.55 | 6.95% | - | - | 3.87% |
| Union Active Momentum Fund - Regular (G) | 474.55 | 6.95% | - | - | 3.87% |
| Union Aggressive Hybrid Fund (G) | 708.23 | -0.6% | 10.29% | 9.26% | 2.77% |
| Union Balanced Advantage Fund (G) | 1218.2 | -0.59% | 7.69% | 7.11% | 2.5% |
| Union ELSS Tax Saver Fund - Regular (G) | 835.04 | -2.54% | 11.03% | 11.41% | 2.57% |
| Union Equity Savings Fund (G) | 140.57 | 2.37% | 6.88% | 6.25% | 2.53% |
| Union Flexi Cap Fund (G) | 2289.44 | -1.85% | 11.36% | 10.86% | 2.51% |
| Union Innovation & Opportunities Fund - Reg (G) | 1142.04 | 7.86% | - | - | 2.31% |
| Union Largecap Fund - Regular (G) | 436.36 | -4.52% | 8.39% | 8.98% | 2.52% |
| Union Multi Asset Allocation Fund - Regular (G) | 963.51 | 11.67% | - | - | 2.38% |
| Union Multicap Fund - Regular (G) | 1357.21 | 4.68% | 15.24% | - | 2.53% |
