Mutual Funds Managed by Sanjay Bembalkar
Updated June 2026 · 10 active funds · data from AMFI NAVs
Sanjay Bembalkar manages or co-manages 10 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 Multicap Fund Union | +4.03% | +16.61% | - | 0.69 | -19.8% | 1.34% | ₹1.3K Cr |
| 2 | Union Flexi Cap Fund Union | -3.94% | +12.38% | +11.71% | 0.51 | -18.9% | 1.91% | ₹2.3K Cr |
| 3 | Union ELSS Tax Saver Fund Union | -3.88% | +11.86% | +11.97% | 0.54 | -18.3% | 1.33% | ₹860 Cr |
| 4 | Union Aggressive Hybrid Fund Union | -1.84% | +11.26% | +10.10% | 0.44 | -15.1% | 2.91% | ₹685 Cr |
| 5 | Union Largecap Fund Union | -5.44% | +9.48% | +9.14% | 0.35 | -19.4% | 1.62% | ₹448 Cr |
| 6 | Union Balanced Advantage Fund Union | -1.20% | +8.54% | +7.77% | 0.19 | -8.9% | 1.36% | ₹1.3K Cr |
| 7 | Union Equity Savings Fund Union | +1.49% | +7.31% | +6.41% | -0.04 | -5.8% | 1.47% | ₹142 Cr |
| 8 | Union Multi Asset Allocation Fund Union | +10.55% | - | - | 0.35 | -12.4% | 1.30% | ₹910 Cr |
| 9 | Union Active Momentum Fund Union | +4.30% | - | - | -0.34 | -26.6% | 4.30% | ₹433 Cr |
| 10 | Union Innovation & Opportunities Fund Union | +3.11% | - | - | 0.53 | -23.9% | 1.55% | ₹1.0K 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.