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Pratik Dharmshi

Pratik Dharmshi is named as a fund manager on 8 schemes holding ₹7,529 Cr in assets at Union Mutual Fund, with the earliest recorded start in 2024.

Manager names and start dates come from fund-house disclosures and cover the schemes where we hold that data. A manager is often one of several named on a scheme, so fund performance is not attributable to any single individual.

Union Mutual Fund (8 funds)

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1Union Small Cap Fund - Direct Plan - Growth OptionPlatinumSmall Cap Fund₹2,667 Cr+21.30%+18.03%1.08%2024
2Union Midcap Fund - Direct Plan - Growth OptionGoldMid Cap Fund₹2,005 Cr+8.48%+17.10%1.10%2024
3Union Large & Midcap Fund - Direct Plan - Growth OptionGoldLarge & Mid Cap Fund₹1,018 Cr+3.92%+12.72%1.31%2024
4Union Business Cycle Fund - Direct Plan - Growth OptionBronzeSectoral/Thematic₹518 Cr+2.98%—1.86%2024
5Union Focused Fund - Direct Plan - Growth OptionSilverFocused Fund₹462 Cr+4.21%+11.01%1.57%2024
6Union Largecap Fund - Direct Plan - Growth OptionLarge Cap Fund₹437 Cr-4.93%+7.03%1.68%2025
7Union Retirement Fund - Direct Plan - Growth OptionSilverRetirement Fund₹216 Cr+3.35%+12.79%1.37%2024
8Union Diversified Equity All Cap Active FOF - Direct Plan - Growth OptionFoF Domestic₹205 Cr+10.78%—0.57%2025

Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. “Since” is the year this manager was first named on the scheme.