Mutual Funds Managed by Pratik Dharmshi
Updated June 2026 · 7 active funds · data from AMFI NAVs
Pratik Dharmshi manages or co-manages 7 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 Retirement Fund Union | +0.99% | +15.24% | - | 0.64 | -17.8% | 2.12% | ₹190 Cr |
| 4 | Union Large & Midcap Fund Union | -1.13% | +13.93% | +13.12% | 0.60 | -19.6% | 1.30% | ₹911 Cr |
| 5 | Union Focused Fund Union | +3.43% | +12.47% | +11.34% | 0.48 | -18.4% | 1.91% | ₹407 Cr |
| 6 | Union Largecap Fund Union | -5.44% | +9.48% | +9.14% | 0.35 | -19.4% | 1.62% | ₹448 Cr |
| 7 | Union Business Cycle Fund Union | +1.42% | - | - | 0.07 | -19.9% | 1.64% | ₹512 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.