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
- ₹ 9407.88 CrTotal Fund Size
- 20.26%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) | 456.55 | - | - | - | 1.02% |
| Union Aggressive Hybrid Fund - Direct (G) | 654.43 | 6.21% | 13.72% | - | 1.32% |
| Union Balanced Advantage Fund - Direct (G) | 1345.26 | 6.46% | 11.5% | 11.29% | 0.99% |
| Union ELSS Tax Saver Fund - Direct (G) | 895.16 | 3.95% | 15.75% | 20.26% | 1.36% |
| Union Equity Savings Fund - Direct (G) | 136 | 4.97% | 8.62% | 8.39% | 1.5% |
| Union Flexi Cap Fund - Direct (G) | 2338.33 | 4.55% | 15.82% | 19.78% | 0.92% |
| Union Innovation & Opportunities Fund - Dir (G) | 1068.2 | 3.02% | - | - | 0.73% |
| Union Largecap Fund - Direct (G) | 461.46 | 4.3% | 13.21% | 16.61% | 1.65% |
| Union Multi Asset Allocation Fund - Direct (G) | 777.9 | 15.9% | - | - | 0.97% |
| Union Multicap Fund - Direct (G) | 1274.59 | 3.7% | - | - | 0.93% |
