Sanjay Bembalkar

Sanjay Bembalkar is named as a fund manager on 11 schemes holding ₹10,363 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 OptionBronzeFlexi Cap Fund₹2,404 Cr+7.47%+13.42%1.57%2023
2Union Multicap Fund - Direct Plan - Growth OptionSilverMulti Cap Fund₹1,467 Cr+15.30%+17.34%1.45%2022
3Union Innovation & Opportunities Fund - Direct Plan - Growth OptionGoldSectoral/Thematic₹1,253 Cr+17.23%0.99%2023
4Union Balanced Advantage Fund - Direct Plan - Growth OptionDynamic Asset Allocation or Balanced Advantage₹1,238 Cr+4.80%+9.68%1.46%2023
5Union Multi Asset Allocation Fund- Direct Plan - Growth OptionSilverMulti Asset Allocation₹997 Cr+17.61%1.31%2024
6Union ELSS Tax Saver Fund - Direct Plan - Growth OptionSilverELSS₹861 Cr+5.23%+12.80%1.73%2021
7Union Aggressive Hybrid Fund - Direct Plan - Growth OptionSilverAggressive Hybrid Fund₹762 Cr+7.07%+12.35%1.66%2023
8Union Active Momentum Fund - Direct Plan - Growth OptionBronzeSectoral/Thematic₹493 Cr+16.65%2.50%2024
9Union Largecap Fund - Direct Plan - Growth OptionLarge Cap Fund₹438 Cr+1.98%+9.99%1.68%2021
10Union Consumption Fund - Direct Plan - Growth OptionBronzeSectoral/Thematic₹333 Cr1.49%2025
11Union Equity Savings Fund - Direct Plan - Growth OptionEquity Savings₹115 Cr+4.93%+7.64%2.14%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.