Vinod Malviya
Biography: Over 14 years of experience in the Financial markets as an Analyst. Appointed as Co-Fund Manager with effect from January 25, 2023. February 2020 - January 24, 2023 with Union Asset Management Company Pvt. Ltd. as Research Analyst - Equity. July 2014 to January 2020 with Florintree Advisors Private Limited as Principal. August 2012 to June 2014 with East India Securities Limited as Research Analyst. September 2008 to July 2012 with Amit Nalin Securities Private Limited as Research Analyst.
Qualification: Bachelors of Management Studies, Masters in Financial Management, CFA (USA) - Level III cleared
- 11No. of Funds
- ₹ 6240.96 CrTotal Fund Size
- 20.27%Highest Return
Funds managed by Vinod Malviya
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Union Aggressive Hybrid Fund - Direct (G) | 651.95 | 5.63% | 13.47% | - | 1.32% |
| Union Children's Fund - Direct (G) | 57.68 | 4.74% | - | - | 1.27% |
| Union ELSS Tax Saver Fund - Direct (G) | 969.01 | 3.25% | 15.2% | 18.75% | 1.36% |
| Union Flexi Cap Fund - Direct (G) | 2306.94 | 2.97% | 15.22% | 18.35% | 0.92% |
| Union Focused Fund - Direct (G) | 426.55 | 0.04% | 11.7% | 15.9% | 1.46% |
| Union Gold ETF Fund of Fund - Direct (G) | 104.64 | - | - | - | 0.29% |
| Union Large & Midcap Fund - Direct (G) | 860.15 | 3.17% | 15.87% | 18.63% | 0.95% |
| Union Largecap Fund - Direct (G) | 421.9 | 3.48% | 12.6% | 15.22% | 1.65% |
| Union Multi Asset Allocation Fund - Direct (G) | 0 | 17.31% | - | - | 0.97% |
| Union Retirement Fund - Direct (G) | 149.25 | 4.74% | 17.5% | - | 1.13% |
| Union Value Fund - Direct (G) | 292.89 | 3.85% | 18.11% | 20.27% | 1.32% |
