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
- 10No. of Funds
- ₹ 9686.51 CrTotal Fund Size
- 27.05%Highest Return
Funds managed by Sanjay Bembalkar
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Union Active Momentum Fund - Direct (G) | 457.35 | -7.03% | - | - | 0.97% |
| Union Aggressive Hybrid Fund - Direct (G) | 688.66 | 7.78% | 13.39% | 12.67% | 1.32% |
| Union Balanced Advantage Fund - Direct (G) | 1347.19 | 7.22% | 10.64% | 8.92% | 1.04% |
| Union ELSS Tax Saver Fund - Direct (G) | 903.87 | 7.03% | 15.02% | 15.32% | 1.31% |
| Union Equity Savings Fund - Direct (G) | 143.99 | 5.69% | 8.3% | 7.01% | 1.5% |
| Union Flexi Cap Fund - Direct (G) | 2401.95 | 6.71% | 15.43% | 15.21% | 0.93% |
| Union Innovation & Opportunities Fund - Dir (G) | 1113.56 | 0.37% | - | - | 0.81% |
| Union Largecap Fund - Direct (G) | 471.36 | 6.99% | 12.58% | 12.05% | 1.73% |
| Union Multi Asset Allocation Fund - Direct (G) | 836.57 | 27.05% | - | - | 1.02% |
| Union Multicap Fund - Direct (G) | 1322.01 | 6.29% | 18.28% | - | 1.01% |
