Harshad Patwardhan
Chief Investment Officer at Union
Harshad Patwardhan is named on 2 schemes at Union. Of the 1 ranked with a three-year record, 3-year CAGR runs from 14.0% (Union Multicap Fund - Direct Plan - Growth Option), across Multi Cap Fund. 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. Tech (IITB), PGDM (IIML), CFA (CFA Institute)
- Experience
- Over 31 years of experience in the field of research and portfolio management in Indian equities. From August 02, 2023 with Union Asset Management Company Pvt. Ltd as Chief Investment Officer. January 2022 to July 2023 with Girik Wealth Advisors as Chief Investment Officer. November 2016 to December 2021 with Edelweiss Asset Management Limited as Chief Investment Officer - Equities. June 2006 to November 2016 J P Morgan Asset Management India Private Limited as Chief Investment Officer - Equities.
Funds Harshad Patwardhan manages
1Named on 2 schemes; the 1 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 Multicap Fund | ★★★☆☆ | +7.0% | +14.0% | — | 1.37% | ₹1,340Cr |
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. 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.