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
- ₹ 9943.07 CrTotal Fund Size
- 15.82%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) | 440.27 | 7.03% | - | - | 2.39% |
| Union Active Momentum Fund - Regular (G) | 440.27 | 7.03% | - | - | 2.39% |
| Union Aggressive Hybrid Fund (G) | 707.07 | -0.62% | 10.45% | 9.15% | 2.37% |
| Union Balanced Advantage Fund (G) | 1241.37 | -0.35% | 7.75% | 6.76% | 2.2% |
| Union ELSS Tax Saver Fund - Regular (G) | 840.89 | -1.54% | 11.57% | 11.47% | 2.3% |
| Union Equity Savings Fund (G) | 142.05 | 2.04% | 6.97% | 5.99% | 1.95% |
| Union Flexi Cap Fund (G) | 2294.07 | -1.98% | 11.75% | 10.88% | 2.02% |
| Union Innovation & Opportunities Fund - Reg (G) | 1105.15 | 5.55% | - | - | 2.18% |
| Union Largecap Fund - Regular (G) | 439.14 | -3.26% | 9.22% | 8.72% | 2.42% |
| Union Multi Asset Allocation Fund - Regular (G) | 963.63 | 12.13% | - | - | 2.15% |
| Union Multicap Fund - Regular (G) | 1329.16 | 6.29% | 15.82% | - | 2.13% |
