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
- ₹ 10355.56 CrTotal Fund Size
- 21.02%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) | 535.78 | 21.02% | - | - | 2.5% |
| Union Aggressive Hybrid Fund - Direct (G) | 776.78 | 2.38% | 9.95% | 8.66% | 1.66% |
| Union Balanced Advantage Fund - Direct (G) | 1240.12 | 0.6% | 7.75% | 7.25% | 1.46% |
| Union ELSS Tax Saver Fund - Direct (G) | 871.91 | -1.2% | 9.48% | 9.66% | 1.73% |
| Union Equity Savings Fund - Direct (G) | 115.17 | 3.15% | 6.56% | 5.93% | 2.14% |
| Union Flexi Cap Fund - Direct (G) | 2452.32 | 1.44% | 10.41% | 9.75% | 1.57% |
| Union Innovation & Opportunities Fund - Dir (G) | 1344.41 | 11.43% | 18.18% | - | 0.99% |
| Union Largecap Fund - Direct (G) | 437.27 | -4.69% | 6.65% | 6.43% | 1.68% |
| Union Multi Asset Allocation Fund - Direct (G) | 1020.13 | 8.12% | - | - | 1.3% |
| Union Multicap Fund - Direct (G) | 1561.67 | 9.02% | 14.06% | - | 1.44% |
