Background
- Qualifications
- CFA® charterholder with the CFA Institute, USA, Chartered Accountant, M.Sc. (Accounting and Finance), B.Com.
- Experience
- Industry 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).
Funds Sanjay Bembalkar manages
2Named on 4 schemes; the 2 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 | ★★★☆☆ | +12.9% | +17.4% | — | 1.45% | ₹1,340Cr |
| 2 | Union Value Fund | ★★★☆☆ | +4.6% | +14.6% | +14.6% | 1.58% | ₹374.67Cr |
NAV data as of 20 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. 1 of the 4 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.