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
- 16.55%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 | 12.14% | - | - | 2.39% |
| Union Active Momentum Fund - Regular (G) | 474.55 | 12.14% | - | - | 2.39% |
| Union Aggressive Hybrid Fund (G) | 708.23 | 2.01% | 11.08% | 9.73% | 2.37% |
| Union Balanced Advantage Fund (G) | 1218.2 | 1.9% | 8.47% | 7.27% | 2.2% |
| Union ELSS Tax Saver Fund - Regular (G) | 835.04 | 2.09% | 12.44% | 12.21% | 2.3% |
| Union Equity Savings Fund (G) | 140.57 | 3.59% | 7.4% | 6.32% | 1.95% |
| Union Flexi Cap Fund (G) | 2289.44 | 1.4% | 12.57% | 11.63% | 2.02% |
| Union Innovation & Opportunities Fund - Reg (G) | 1142.04 | 9.2% | - | - | 2.18% |
| Union Largecap Fund - Regular (G) | 436.36 | -0.98% | 9.95% | 9.33% | 2.42% |
| Union Multi Asset Allocation Fund - Regular (G) | 963.51 | 14.61% | - | - | 2.15% |
| Union Multicap Fund - Regular (G) | 1357.21 | 9.62% | 16.55% | - | 2.13% |
