Funds Managed by Pratik Dharmshi
| Funds | AUM | Expense | |
|---|---|---|---|
| Union Business Cycle Reg Gr Equity Sectoral/ Thematic Very High Risk | ₹509.93 Cr | 2.09% | 1.42% |
| Union Dvrs Eq All Cp Act FOF Reg Gr Hybrid FoF (Overseas/Domestic) Very High Risk | ₹195.63 Cr | 1.24% | - |
| Union Focused Reg Gr Equity Focused Fund Very High Risk | ₹447.82 Cr | 2.10% | 2.22% |
| Union Largecap Reg Gr Equity Large Cap Fund Very High Risk | ₹438.06 Cr | 2.10% | -5.83% |
| Union Large & Midcap Reg Gr Equity Large and Mid Cap Fund Very High Risk | ₹982.67 Cr | 1.93% | 1.31% |
| Union Midcap Reg Gr Equity Mid Cap Fund Very High Risk | ₹1,892.56 Cr | 1.77% | 5.22% |
| Union Retirement Reg Gr Hybrid Retirement Fund Very High Risk | ₹209.91 Cr | 2.10% | 1.65% |
| Union Small Cap Reg Gr Equity Small Cap Fund Very High Risk | ₹2,401.95 Cr | 1.72% | 17.82% |
Frequently Asked Questions
What does a fund manager do?
A fund manager manages an investment fund by selecting securities, monitoring the market, managing risk, and making investment decisions to help achieve the fund’s objective.
How do I choose the right fund manager?
You can choose the right fund manager by checking their experience, investment style, past performance, consistency, risk management approach, and whether their strategy matches your financial goals.
What should I ask a fund manager before investing?
You should ask about their investment strategy, risk approach, portfolio composition, performance history, fee structure, and how they respond to changing market conditions.
How do fund managers select investments?
Fund managers select investments by analyzing companies, sectors, valuations, economic trends, risks, and opportunities that fit the fund’s overall strategy.
How do I evaluate a fund manager’s performance?
You can evaluate a fund manager’s performance by looking at long-term returns, benchmark comparison, consistency, downside protection, and risk-adjusted returns.
Does changing a fund manager affect a mutual fund?
Yes, changing a fund manager can affect a mutual fund because a new manager may follow a different investment style, risk level, or portfolio strategy.