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
- ₹ 9749.27 CrTotal Fund Size
- 20.21%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) | 458.81 | -14.83% | - | - | 1.02% |
| Union Aggressive Hybrid Fund - Direct (G) | 692.42 | 6.03% | 14.54% | 14.21% | 1.31% |
| Union Balanced Advantage Fund - Direct (G) | 1370.71 | 6.66% | 11.84% | 10% | 1% |
| Union ELSS Tax Saver Fund - Direct (G) | 921.5 | 4.53% | 16.75% | 17.41% | 1.37% |
| Union Equity Savings Fund - Direct (G) | 146.54 | 5.1% | 8.83% | 7.63% | 1.5% |
| Union Flexi Cap Fund - Direct (G) | 2412.28 | 3.43% | 16.81% | 17.19% | 0.92% |
| Union Innovation & Opportunities Fund - Dir (G) | 1121.98 | -3.13% | - | - | 0.72% |
| Union Largecap Fund - Direct (G) | 478.93 | 3.96% | 13.81% | 13.87% | 1.65% |
| Union Multi Asset Allocation Fund - Direct (G) | 807.88 | 19.84% | - | - | 0.98% |
| Union Multicap Fund - Direct (G) | 1338.22 | 3.44% | 20.21% | - | 0.93% |
