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Sanjay Bembalkar

Sanjay Bembalkar is named as a fund manager on 11 schemes holding ₹10,692 Cr in assets at Union Mutual Fund, with the earliest recorded start in 2021.

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 (11 funds)

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1Union Flexi Cap Fund - Direct Plan - Growth OptionFlexi Cap Fund₹2,452 Cr+0.81%+10.93%1.55%2023
2Union Multicap Fund - Direct Plan - Growth OptionGoldMulti Cap Fund₹1,562 Cr+8.97%+14.90%1.41%2022
3Union Innovation & Opportunities Fund - Direct Plan - Growth OptionPlatinumSectoral/Thematic₹1,344 Cr+11.02%+19.59%1.00%2023
4Union Balanced Advantage Fund - Direct Plan - Growth OptionDynamic Asset Allocation or Balanced Advantage₹1,240 Cr+0.45%+8.05%1.47%2023
5Union Multi Asset Allocation Fund- Direct Plan - Growth OptionBronzeMulti Asset Allocation₹1,020 Cr+10.43%—1.29%2024
6Union ELSS Tax Saver Fund - Direct Plan - Growth OptionELSS₹872 Cr-1.97%+10.09%1.73%2021
7Union Aggressive Hybrid Fund - Direct Plan - Growth OptionGoldAggressive Hybrid Fund₹777 Cr+1.81%+10.25%1.63%2023
8Union Active Momentum Fund - Direct Plan - Growth OptionSilverSectoral/Thematic₹536 Cr+18.83%—2.62%2024
9Union Largecap Fund - Direct Plan - Growth OptionLarge Cap Fund₹437 Cr-4.93%+7.03%1.68%2021
10Union Consumption Fund - Direct Plan - Growth OptionBronzeSectoral/Thematic₹336 Cr——1.41%2025
11Union Equity Savings Fund - Direct Plan - Growth OptionEquity Savings₹115 Cr+3.06%+6.69%2.10%2023

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.