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
- ₹ 8669.43 CrTotal Fund Size
- 19.13%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) | 389.6 | 6.39% | - | - | 0.99% |
| Union Aggressive Hybrid Fund - Direct (G) | 652 | 4.69% | 13.68% | 12.21% | 1.34% |
| Union Balanced Advantage Fund - Direct (G) | 1191.64 | 3.33% | 9.96% | 8.78% | 1.11% |
| Union ELSS Tax Saver Fund - Direct (G) | 772.09 | 4.85% | 14.91% | 14.58% | 1.39% |
| Union Equity Savings Fund - Direct (G) | 138.33 | 3.62% | 8.12% | 7.08% | 1.53% |
| Union Flexi Cap Fund - Direct (G) | 2078.58 | 3.8% | 15.23% | 14.23% | 1% |
| Union Innovation & Opportunities Fund - Dir (G) | 972.08 | 10.56% | - | - | 0.87% |
| Union Largecap Fund - Direct (G) | 402.94 | 1% | 11.96% | 11.7% | 1.75% |
| Union Multi Asset Allocation Fund - Direct (G) | 888.12 | 17.79% | - | - | 1.15% |
| Union Multicap Fund - Direct (G) | 1184.05 | 11.02% | 19.13% | - | 1.06% |
