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
- ₹ 9901.21 CrTotal Fund Size
- 17.34%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) | 542.54 | 14.51% | - | - | 2.61% |
| Union Aggressive Hybrid Fund - Direct (G) | 727.42 | 0.05% | 9.82% | 7.87% | 1.63% |
| Union Balanced Advantage Fund - Direct (G) | 1157.75 | -1.39% | 7.85% | 7.02% | 1.47% |
| Union ELSS Tax Saver Fund - Direct (G) | 821.19 | -3.98% | 9.42% | 8.57% | 1.74% |
| Union Equity Savings Fund - Direct (G) | 113.6 | 1.86% | 6.57% | 5.69% | 2.1% |
| Union Flexi Cap Fund - Direct (G) | 2319.74 | -1.2% | 10.28% | 8.69% | 1.55% |
| Union Innovation & Opportunities Fund - Dir (G) | 1306.52 | 6.03% | 17.34% | - | 1.01% |
| Union Largecap Fund - Direct (G) | 407.9 | -7.43% | 6.83% | 5.49% | 1.68% |
| Union Multi Asset Allocation Fund - Direct (G) | 988.7 | 3.75% | - | - | 1.3% |
| Union Multicap Fund - Direct (G) | 1515.85 | 5.64% | 13.69% | - | 1.41% |
