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
- 16.69%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 | 8.06% | - | - | 2.61% |
| Union Aggressive Hybrid Fund - Direct (G) | 727.42 | -3.94% | 9.44% | 7.62% | 1.63% |
| Union Balanced Advantage Fund - Direct (G) | 1157.75 | -5.18% | 7.03% | 6.4% | 1.47% |
| Union ELSS Tax Saver Fund - Direct (G) | 821.19 | -8.68% | 8.87% | 8.12% | 1.74% |
| Union Equity Savings Fund - Direct (G) | 113.6 | -0.06% | 6.28% | 5.46% | 2.1% |
| Union Flexi Cap Fund - Direct (G) | 2319.74 | -5.92% | 9.7% | 8.34% | 1.55% |
| Union Innovation & Opportunities Fund - Dir (G) | 1306.52 | 0.46% | 16.69% | - | 1.01% |
| Union Largecap Fund - Direct (G) | 407.9 | -10.81% | 6.56% | 5.17% | 1.68% |
| Union Multi Asset Allocation Fund - Direct (G) | 988.7 | 0.69% | - | - | 1.3% |
| Union Multicap Fund - Direct (G) | 1515.85 | 0.65% | 13.35% | - | 1.41% |
