Sanjay Bembalkar
Co-Head-Equity at Union
Sanjay Bembalkar is named on 17 schemes at Union, managing there since 07 Jun 2021. Of the 13 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 10 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
- 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 Innovation 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
13Named on 17 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 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 Multicap Fund | ★★★☆☆ | +7.0% | +14.0% | — | 1.37% | ₹1,340Cr |
| 5 | Union Large & Midcap Fund | ★★★☆☆ | +3.3% | +12.4% | +10.6% | 1.31% | — |
| 6 | Union Retirement Fund | ★★★★☆ | +1.8% | +11.9% | — | 1.36% | ₹197.16Cr |
| 7 | Union Focused Fund | ★★☆☆☆ | +4.1% | +10.5% | +8.8% | 1.55% | ₹421.41Cr |
| 8 | Union Flexi Cap Fund | ★★☆☆☆ | -0.4% | +10.4% | +9.3% | 1.50% | ₹2,288Cr |
| 9 | Union Aggressive Hybrid Fund | ★★★☆☆ | +1.1% | +10.0% | +8.4% | 1.59% | ₹707.94Cr |
| 10 | Union ELSS Tax Saver Fund Fund | ★☆☆☆☆ | -2.3% | +9.6% | +9.3% | 1.71% | ₹836.87Cr |
| 11 | Union Balanced Advantage Fund | ★★★☆☆ | -0.4% | +7.8% | +7.2% | 1.46% | ₹1,231Cr |
| 12 | Union Largecap Fund | ★☆☆☆☆ | -6.1% | +6.7% | +6.0% | 1.68% | ₹436.06Cr |
| 13 | 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. 4 of the 17 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.