Funds Managed by Sanjay Bembalkar
| Funds | AUM | Expense | |
|---|---|---|---|
| Union Active Momentum Reg Gr Equity Sectoral/ Thematic Very High Risk | ₹493.45 Cr | 2.10% | 13.89% |
| Union Aggressive Hybrid Reg Gr Hybrid Aggressive Hybrid Fund Very High Risk | ₹762.44 Cr | 2.03% | 0.05% |
| Union Balanced Advantage Reg Gr Hybrid Dynamic Asset Allocation or Balanced Advantage Very High Risk | ₹1,238.19 Cr | 1.86% | -1.32% |
| Union Consumption Reg Gr Equity Sector - Consumption Very High Risk | ₹333.27 Cr | 2.10% | - |
| Union ELSS Tax Saver Gr Equity ELSS (Tax Savings) Very High Risk | ₹861.46 Cr | 1.98% | -4.22% |
| Union Equity Savings Fund Reg Gr Hybrid Equity Savings Moderate Risk | ₹114.8 Cr | 1.66% | 2.13% |
| Union Flexi Cap Gr Equity Flexi Cap Very High Risk | ₹2,404.14 Cr | 1.72% | -1.21% |
| Union Innovation & Opports Reg Gr Equity Sectoral/ Thematic Very High Risk | ₹1,252.51 Cr | 1.86% | 7.55% |
| Union Largecap Reg Gr Equity Large Cap Fund Very High Risk | ₹438.06 Cr | 2.10% | -6.17% |
| Union Multi Asset Allocation Reg Gr Hybrid Multi Asset Allocation Very High Risk | ₹1,072.52 Cr | 1.85% | 8.13% |
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.