Vinod Malviya
Co - Fund Manager at Union
Vinod Malviya is named on 12 schemes at Union, managing there since 02 May 2024. Of the 7 ranked with a three-year record, 3-year CAGR runs from 12.4% (Union Large & Midcap Fund - Direct Plan - Growth Option) down to 9.6% (Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth Option), across Large & Mid Cap Fund, Retirement Fund, Value Fund and 4 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
- Bachelor of Management Studies, M aster’s in Financial Management, CFA (USA) – Level III cleared
- Experience
- Over 16 years of experience in the Financial markets as an Analyst. Designated as Fund Manager - Equity with effect from December 09, 2024. Appointed as Co-Fund Manager with effect from January 25, 2023. February 2020 – January 24, 2023 with Union Asset Management Company Pvt. Ltd. as Research Analyst - Equity. July 2014 to January 2020 with Florintree Advisors Private Limited as Union Children’s Principal. August 2012 to June 2014 with East India Securities Limited as Research Analyst. September 2008 to July 2012 with Amit Nalin Securities Private Limited as Research Analyst
Funds Vinod Malviya manages
7Named on 12 schemes; the 7 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 Large & Midcap Fund | ★★★☆☆ | +3.3% | +12.4% | +10.6% | 1.31% | — |
| 2 | Union Retirement Fund | ★★★★☆ | +1.8% | +11.9% | — | 1.36% | ₹197.16Cr |
| 3 | Union Value Fund | ★★★★☆ | -2.0% | +11.0% | +11.0% | 1.51% | ₹374.67Cr |
| 4 | Union Focused Fund | ★★☆☆☆ | +4.1% | +10.5% | +8.8% | 1.55% | ₹421.41Cr |
| 5 | Union Flexi Cap Fund | ★★☆☆☆ | -0.4% | +10.4% | +9.3% | 1.50% | ₹2,288Cr |
| 6 | Union Aggressive Hybrid Fund | ★★★☆☆ | +1.1% | +10.0% | +8.4% | 1.59% | ₹707.94Cr |
| 7 | Union ELSS Tax Saver Fund Fund | ★☆☆☆☆ | -2.3% | +9.6% | +9.3% | 1.71% | ₹836.87Cr |
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. 1 of the 12 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.