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
- ₹ 9895.42 CrTotal Fund Size
- 17.54%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) | 502.9 | 15.63% | - | - | 2.49% |
| Union Aggressive Hybrid Fund - Direct (G) | 736.85 | 6.69% | 12.17% | 10.65% | 1.7% |
| Union Balanced Advantage Fund - Direct (G) | 1236.69 | 4.99% | 9.61% | 8.73% | 1.46% |
| Union ELSS Tax Saver Fund - Direct (G) | 856.82 | 5.51% | 12.61% | 12.46% | 1.68% |
| Union Equity Savings Fund - Direct (G) | 141.45 | 4.88% | 7.56% | 6.79% | 2.07% |
| Union Flexi Cap Fund - Direct (G) | 2375.89 | 7.5% | 13.3% | 12.31% | 1.56% |
| Union Innovation & Opportunities Fund - Dir (G) | 1209.66 | 16.24% | - | - | 1.01% |
| Union Largecap Fund - Direct (G) | 436.67 | 2.93% | 10% | 9.76% | 1.68% |
| Union Multi Asset Allocation Fund - Direct (G) | 978.39 | 17.54% | - | - | 1.32% |
| Union Multicap Fund - Direct (G) | 1420.1 | 14.67% | 17.02% | - | 1.43% |
