Gaurav Chopra
Co - Fund Manager at Union
Gaurav Chopra is named on 9 schemes at Union, managing there since 25 Jan 2023. Of the 6 ranked with a three-year record, 3-year CAGR runs from 17.7% (Union Innovation & Opportunities Fund - Direct Plan - Growth Option) down to 6.6% (Union Equity Savings Fund - Direct Plan - Growth Option), across Sectoral/ Thematic, Small Cap Fund, Mid Cap Fund and 3 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from Union's SEBI filings.
Background
- Qualifications
- B.Com, Chartered Accountant and CFA (USA) – Level III Appointed cleared
- Experience
- Over 10 years of experience in the equity markets. Appointed as Co-Fund Manager with effect from January 25, 2023. June 2020 – January 24, 2023 with Union Asset Management Company Pvt. Ltd as Research Analyst - Equity. November 2015 to May 2020 with Centrum Portfolio Union Management Services Centrum Broking Limited as Research Analyst. March 2015 to October 2015 with Barclays Wealth Trustees (India) Private Limited as Trust Analysts. September 2011 to September 2014 with Sharp & Tanan Associates as Audit Assurance Assistant.
Funds Gaurav Chopra manages
6Named on 9 schemes; the 6 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Union Innovation & Opportunities Fund | ★★★☆☆ | +8.0% | +17.7% | — | 0.99% | — |
| 2 | Union Small Cap Fund | ★☆☆☆☆ | +19.3% | +16.3% | +16.5% | 1.08% | ₹2,027Cr |
| 3 | Union Midcap Fund | ★★★☆☆ | +5.9% | +15.8% | +13.9% | 1.09% | ₹1,736Cr |
| 4 | Union Value Fund | ★★★★☆ | -2.0% | +11.0% | +11.0% | 1.51% | ₹374.67Cr |
| 5 | Union Balanced Advantage Fund | ★★★☆☆ | -0.4% | +7.8% | +7.2% | 1.46% | ₹1,231Cr |
| 6 | Union Equity Savings Fund | ★☆☆☆☆ | +2.6% | +6.6% | +5.9% | 2.11% | ₹141.08Cr |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from Union’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. 1 of the 9 scheme assignments come from another of the house’s filings naming them rather than from that scheme’s own document, so that list may be incomplete. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.