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
- ₹ 9458.41 CrTotal Fund Size
- 27.24%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) | 436.13 | 7.64% | - | - | 0.97% |
| Union Aggressive Hybrid Fund - Direct (G) | 683.35 | 11.91% | 13.91% | 11.87% | 1.32% |
| Union Balanced Advantage Fund - Direct (G) | 1301.37 | 8.83% | 10.72% | 8.84% | 1.04% |
| Union ELSS Tax Saver Fund - Direct (G) | 869.66 | 11.37% | 15.18% | 14.22% | 1.33% |
| Union Equity Savings Fund - Direct (G) | 142.72 | 6.63% | 8.51% | 6.97% | 1.5% |
| Union Flexi Cap Fund - Direct (G) | 2320.45 | 11.37% | 15.58% | 13.91% | 0.94% |
| Union Innovation & Opportunities Fund - Dir (G) | 1048.95 | 8.21% | - | - | 0.84% |
| Union Largecap Fund - Direct (G) | 457.6 | 9.76% | 13.17% | 11.39% | 1.73% |
| Union Multi Asset Allocation Fund - Direct (G) | 908.54 | 27.24% | - | - | 0.98% |
| Union Multicap Fund - Direct (G) | 1289.64 | 15.31% | 19.01% | - | 1.01% |
