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
- ₹ 8418.33 CrTotal Fund Size
- 18.75%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) | 467.09 | - | - | - | 1.02% |
| Union Aggressive Hybrid Fund - Direct (G) | 651.95 | 5.63% | 13.47% | - | 1.32% |
| Union Balanced Advantage Fund - Direct (G) | 1554.42 | 6.12% | 11.35% | 10.57% | 0.99% |
| Union ELSS Tax Saver Fund - Direct (G) | 969.01 | 3.25% | 15.2% | 18.75% | 1.36% |
| Union Equity Savings Fund - Direct (G) | 129.26 | 4.88% | 8.48% | 8.02% | 1.5% |
| Union Flexi Cap Fund - Direct (G) | 2306.94 | 2.97% | 15.22% | 18.35% | 0.92% |
| Union Innovation & Opportunities Fund - Dir (G) | 824.31 | -1.27% | - | - | 0.73% |
| Union Largecap Fund - Direct (G) | 421.9 | 3.48% | 12.6% | 15.22% | 1.65% |
| Union Multi Asset Allocation Fund - Direct (G) | 0 | 17.31% | - | - | 0.97% |
| Union Multicap Fund - Direct (G) | 1093.45 | 3.49% | - | - | 0.93% |
