Pratik Dharmshi
Fund manager at Union
Pratik Dharmshi is named on 8 schemes at Union, managing there since 09 Dec 2024. Of the 6 ranked with a three-year record, 3-year CAGR runs from 16.3% (Union Small Cap Fund - Direct Plan - Growth Option) down to 6.7% (Union Largecap Fund - Direct Plan - Growth Option), across Small Cap Fund, Mid Cap Fund, Large & 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
- Chartered Accountant, B. Com
- Experience
- Industry experience: Over 14 years of experience in the field Union of Equity Research and Fund Management. Appointed as Fund Manager - Equity at Union Asset Management Company Private Limited with effect from December 06, 2024. March 2023 to December 2024 with UTI Pension Fund Limited as Equity Fund Manager. August 2022 to March 2023 with Safe Enterprises as Equity Analyst. April 2022 to August 2022 with Girik Capital as Equity Analyst. August 2017 to April 2019 with Edelweiss Asset Management Company Limited as Equity Analyst and from April 2019 to February 2022 with Edelweiss Asset Management Company Limited as Equity Fund Manager. December 2013 to August 2017 with JP Morgan Private Limited as Equity Analyst. January 2011 to December 2013 with Crisil Limited as Equity Analyst. April 2010 to August 2010 with Morgan Stanley Advantage Private Limited as Equity Analyst.
Funds Pratik Dharmshi manages
6Named on 8 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 Small Cap Fund | ★☆☆☆☆ | +19.3% | +16.3% | +16.5% | 1.08% | ₹2,027Cr |
| 2 | Union Midcap Fund | ★★★☆☆ | +5.9% | +15.8% | +13.9% | 1.09% | ₹1,736Cr |
| 3 | Union Large & Midcap Fund | ★★★☆☆ | +3.3% | +12.4% | +10.6% | 1.31% | — |
| 4 | Union Retirement Fund | ★★★★☆ | +1.8% | +11.9% | — | 1.36% | ₹197.16Cr |
| 5 | Union Focused Fund | ★★☆☆☆ | +4.1% | +10.5% | +8.8% | 1.55% | ₹421.41Cr |
| 6 | Union Largecap Fund | ★☆☆☆☆ | -6.1% | +6.7% | +6.0% | 1.68% | ₹436.06Cr |
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. 3 of the 8 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.