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
- ₹ 9609.46 CrTotal Fund Size
- 17.64%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) | 445.02 | 1.38% | - | - | 0.99% |
| Union Aggressive Hybrid Fund - Direct (G) | 704.55 | 4.34% | 12.49% | 11.15% | 1.34% |
| Union Balanced Advantage Fund - Direct (G) | 1304.78 | 2.8% | 9% | 7.98% | 1.11% |
| Union ELSS Tax Saver Fund - Direct (G) | 875.66 | 3.12% | 13.3% | 13.15% | 1.39% |
| Union Equity Savings Fund - Direct (G) | 143.75 | 3.1% | 7.61% | 6.57% | 1.53% |
| Union Flexi Cap Fund - Direct (G) | 2348.87 | 2.44% | 13.77% | 12.89% | 1% |
| Union Innovation & Opportunities Fund - Dir (G) | 1052.97 | 6.35% | - | - | 0.87% |
| Union Largecap Fund - Direct (G) | 453.03 | 0.79% | 10.76% | 10.46% | 1.75% |
| Union Multi Asset Allocation Fund - Direct (G) | 962.66 | 17.64% | - | - | 1.15% |
| Union Multicap Fund - Direct (G) | 1318.17 | 6.72% | 17.27% | - | 1.06% |
