Gaurav Chopra
Co - Fund Manager at Union
Schemes named on
18
Managing since
25 Jan 2023
Background
- Qualifications
- B.Com, Chartered Accountant and CFA (USA) – Level III cleared. Accountant, and B.Com.
- Experience
- Over 17 years of experience in the field of Equity Research and Fund Management. Appointed as Fund Manager (Equity) at Union Asset Management Company Private Limited with effect from June 07, 2021. October 2019 to May 2021 with Canara Robeco Asset Management Company Limited as Fund Manager Equities. December 2017 to October 2019 with Canara Robeco Asset Management Company Limited as Research Analyst Equity. August 2015 to December 2017 with LIC Mutual Fund Asset Management Ltd. as Research Analyst Equity. April 2010 to August 2015 with Quantum Advisors Pvt. Ltd. as Assistant Vice President (Equity Research). Over 9 years of 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 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 Share & Tanan Associates as Audit Assurance Assistant.
Funds Gaurav Chopra manages
13Named on 18 schemes; the 13 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 Small Cap Fund | ★☆☆☆☆ | +23.3% | +20.0% | +19.2% | 1.12% | ₹2,027Cr |
| 2 | Union Midcap Fund | ★★★☆☆ | +12.2% | +19.7% | +17.8% | 1.13% | ₹1,736Cr |
| 3 | Union Multicap Fund | ★★★☆☆ | +12.9% | +17.4% | — | 1.45% | ₹1,340Cr |
| 4 | Union Large & Midcap Fund | ★★★☆☆ | +7.8% | +15.1% | +14.1% | 1.29% | ₹982.67Cr |
| 5 | Union Value Fund | ★★★☆☆ | +4.6% | +14.6% | +14.6% | 1.58% | ₹374.67Cr |
| 6 | Union Focused Fund | ★★☆☆☆ | +9.9% | +13.5% | +11.7% | 1.61% | ₹421.41Cr |
| 7 | Union Flexi Cap Fund | ★★☆☆☆ | +5.2% | +13.3% | +12.3% | 1.57% | ₹2,288Cr |
| 8 | Union ELSS Tax Saver Fund Fund | ★☆☆☆☆ | +3.0% | +12.8% | +12.5% | 1.73% | ₹836.87Cr |
| 9 | Union Aggressive Hybrid Fund | ★★☆☆☆ | +5.2% | +12.3% | +10.6% | 1.66% | ₹707.94Cr |
| 10 | Union Largecap Fund | ★☆☆☆☆ | +0.2% | +10.0% | +9.4% | 1.68% | ₹436.06Cr |
| 11 | Union Balanced Advantage Fund | ★★☆☆☆ | +3.3% | +9.6% | +8.5% | 1.46% | ₹1,231Cr |
| 12 | Union Equity Savings Fund | ★☆☆☆☆ | +4.2% | +7.6% | +6.7% | 2.14% | ₹141.08Cr |
| 13 | Union Liquid Fund | ★★★☆☆ | +6.5% | +7.0% | +6.3% | 0.07% | ₹8,286Cr |
NAV data as of 21 Aug 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. 14 of the 18 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.