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Sanjay Bembalkar

Sanjay Bembalkar is named as a fund manager on 11 schemes holding ₹10,216 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₹2,320 Cr-5.92%+9.70%1.50%2023
2Union Multicap Fund - Direct Plan - Growth OptionGoldMulti Cap Fund₹1,516 Cr+0.65%+13.36%1.37%2022
3Union Innovation & Opportunities Fund - Direct Plan - Growth OptionPlatinumSectoral/Thematic₹1,307 Cr+0.46%+16.70%0.98%2023
4Union Balanced Advantage Fund - Direct Plan - Growth OptionDynamic Asset Allocation or Balanced Advantage₹1,158 Cr-5.18%+7.04%1.47%2023
5Union Multi Asset Allocation Fund- Direct Plan - Growth OptionBronzeMulti Asset Allocation₹989 Cr+0.69%—1.30%2024
6Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Growth Option - Direct PlanELSS₹821 Cr-8.68%+8.87%1.71%2021
7Union Aggressive Hybrid Fund - Direct Plan - Growth OptionGoldAggressive Hybrid Fund₹727 Cr-3.94%+9.45%1.59%2023
8Union Active Momentum Fund - Direct Plan - Growth OptionSilverSectoral/Thematic₹543 Cr+8.06%—2.34%2024
9Union Largecap Fund - Direct Plan - Growth OptionLarge Cap Fund₹408 Cr-10.81%+6.57%1.68%2021
10Union Consumption Fund - Direct Plan - Growth OptionSilverSectoral/Thematic₹314 Cr——1.37%2025
11Union Equity Savings Fund - Direct Plan - Growth OptionEquity Savings₹114 Cr-0.06%+6.29%2.11%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.

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