Mutual Funds Managed by Gaurav Chopra
Updated June 2026 · 8 active funds · data from AMFI NAVs
Gaurav Chopra manages or co-manages 8 mutual fund schemes tracked on FindMF, across Union. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Union Small Cap Fund Union | +11.91% | +19.09% | +17.55% | 0.73 | -26.2% | 1.83% | ₹1.7K Cr |
| 2 | Union Midcap Fund Union | +3.19% | +18.80% | +16.98% | 0.77 | -21.3% | 0.80% | ₹1.6K Cr |
| 3 | Union Value Fund Union | -1.78% | +15.17% | +13.95% | 0.66 | -17.9% | 1.91% | ₹364 Cr |
| 4 | Union Balanced Advantage Fund Union | -1.20% | +8.54% | +7.77% | 0.19 | -8.9% | 1.36% | ₹1.3K Cr |
| 5 | Union Equity Savings Fund Union | +1.49% | +7.31% | +6.41% | -0.04 | -5.8% | 1.47% | ₹142 Cr |
| 6 | Union Active Momentum Fund Union | +4.30% | - | - | -0.34 | -26.6% | 4.30% | ₹433 Cr |
| 7 | Union Innovation & Opportunities Fund Union | +3.11% | - | - | 0.53 | -23.9% | 1.55% | ₹1.0K Cr |
| 8 | Union Children's Fund Union | -1.90% | - | - | 0.23 | -17.4% | 1.32% | ₹80 Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.