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
- ₹ 10029.59 CrTotal Fund Size
- 21.4%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) | 493.45 | 21.4% | - | - | 2.5% |
| Union Aggressive Hybrid Fund - Direct (G) | 762.44 | 5.17% | 10.86% | 9.41% | 1.66% |
| Union Balanced Advantage Fund - Direct (G) | 1238.19 | 3.39% | 8.73% | 8.04% | 1.46% |
| Union ELSS Tax Saver Fund - Direct (G) | 861.46 | 2.08% | 10.66% | 10.79% | 1.73% |
| Union Equity Savings Fund - Direct (G) | 114.8 | 4.64% | 7.05% | 6.35% | 2.14% |
| Union Flexi Cap Fund - Direct (G) | 2404.14 | 4.86% | 11.41% | 10.67% | 1.57% |
| Union Innovation & Opportunities Fund - Dir (G) | 1252.51 | 14.31% | 19.5% | - | 0.99% |
| Union Largecap Fund - Direct (G) | 438.06 | -0.76% | 7.98% | 7.77% | 1.68% |
| Union Multi Asset Allocation Fund - Direct (G) | 997.26 | 14.13% | - | - | 1.3% |
| Union Multicap Fund - Direct (G) | 1467.28 | 12.98% | 15.05% | - | 1.44% |
