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Pratik Dharmshi

Pratik Dharmshi is named as a fund manager on 8 schemes holding ₹7,333 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₹2,732 Cr+9.09%+14.00%1.08%2024
2Union Midcap Fund - Direct Plan - Growth OptionPlatinumMid Cap Fund₹1,906 Cr-1.80%+14.55%1.08%2024
3Union Large & Midcap Fund - Direct Plan - Growth OptionSilverLarge & Mid Cap Fund₹969 Cr-3.92%+11.19%1.30%2024
4Union Business Cycle Fund - Direct Plan - Growth OptionSilverSectoral/Thematic₹485 Cr-5.18%—1.81%2024
5Union Focused Fund - Direct Plan - Growth OptionSilverFocused Fund₹433 Cr-1.26%+9.92%1.55%2024
6Union Largecap Fund - Direct Plan - Growth OptionLarge Cap Fund₹408 Cr-10.81%+6.57%1.68%2025
7Union Retirement Fund - Direct Plan - Growth OptionBronzeRetirement Fund₹207 Cr-5.01%+10.97%1.36%2024
8Union Diversified Equity All Cap Active FOF - Direct Plan - Growth OptionFoF Domestic₹195 Cr+0.52%—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.

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