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§00 · MUTUAL FUNDS · MANAGER · PRATIK DHARMSHI · 24 SCHEMES

Pratik Dharmshi

0 years tenure
₹19.1k cr aggregate AUM

Pratik Dharmshi runs 24 schemes totalling ₹19.1k cr in AUM. Manager tenure spans 0 years. A manager's track record is the strongest signal of repeatable process — isolated outperformance in a single scheme tells you less than consistency across multiple mandates.

Schemes
24
Aggregate AUM
₹19.1k cr
Tenure
0 yrs
Wtd 3Y
+17.23%
AUM-weighted across schemes
Wtd 5Y
+16.21%
AUM-weighted across schemes
§01 · PRATIK DHARMSHI · SCHEMES · 24 TOTAL

Schemes currently managed.

Ordered by AUM descending. The largest mandate is usually the manager's anchor — newer or smaller mandates can carry different risk-reward profiles and shouldn't be benchmarked against the flagship.

SchemeAUM3Y CAGR5Y CAGR
Union Small Cap Fund - Direct Plan - IDCW Option₹2.0k cr+20.19%+18.62%
Union Small Cap Fund - Regular Plan - Growth Option₹2.0k cr+18.79%+17.34%
Union Small Cap Fund - Direct Plan - Growth Option₹2.0k cr+20.18%+18.61%
Union Midcap Fund - Regular Plan - Growth Option₹1.7k cr+18.15%+16.87%
Union Midcap Fund - Direct Plan - Growth Option₹1.7k cr+19.84%+18.55%
Union Midcap Fund - Direct Plan - IDCW Option₹1.7k cr+19.84%+18.55%
Union Large & Midcap Fund - Regular Plan - Growth Option₹920 cr+13.08%+12.81%
Union Large & Midcap Fund - Direct Plan - Growth Option₹920 cr+14.62%+14.28%
Union Large & Midcap Fund - Direct Plan - IDCW Option₹920 cr+14.62%+14.28%
Union Business Cycle Fund - Direct Plan - Growth Option₹507 cr
Union Business Cycle Fund - Direct Plan - IDCW Option₹507 cr
Union Business Cycle Fund - Regular Plan - Growth Option₹507 cr
Union Largecap Fund - Regular Plan - Growth Option₹439 cr+9.11%+9.01%
Union Largecap Fund - Direct Plan - Growth Option₹439 cr+10.07%+9.87%
Union Largecap Fund - Direct Plan - IDCW Option₹439 cr+10.07%+9.87%
Union Focused Fund - Regular Plan - Growth Option₹418 cr+11.96%+11.18%
Union Focused Fund - Direct Plan - IDCW Option₹418 cr+13.09%+12.28%
Union Focused Fund - Direct Plan - Growth Option₹418 cr+13.09%+12.28%
Union Retirement Fund - Regular Plan - Growth Option₹196 cr+14.51%
Union Retirement Fund - Direct Plan - Growth Option₹196 cr+16.02%
Union Retirement Fund - Direct Plan - IDCW Option₹196 cr+16.02%
Union Diversified Equity All Cap Active FOF - Regular Plan - Growth Option₹187 cr
Union Diversified Equity All Cap Active FOF - Direct Plan - Growth Option₹187 cr
Union Diversified Equity All Cap Active FOF - Direct Plan - IDCW Option₹187 cr
Reading a manager's track record

AUM-weighted, multi-scheme, and skeptical of solo wins.

The 3Y and 5Y CAGRs shown for each scheme are pulled from the latest monthly return refresh (live data). The weighted 3Y and 5Y at the top of this page are AUM-weighted means across the schemes this manager runs — large mandates count more than small mandates in the headline number, mirroring how investors actually experience the manager's allocation choices.

A single strong scheme doesn't make a strong manager. Look for consistency across the schemes column — if 3Y CAGRs vary by more than ~5 percentage points across schemes, the manager may be running materially different strategies under one name, and the composite is less meaningful than the per-scheme view.

Tenure is the number of years on file with AMFI. A 3-year tenure cannot have a 5-year CAGR on a single scheme; where the return column shows a number anyway, the manager has likely inherited a scheme with an existing track record. Full methodology · reviewed January 2026.

Adjacent surfaces

All mutual fundsFilter every scheme by manager via the AMC view.Mutual fundsFilter all schemes by category, AMC, or rating.AMCsFund houses where these managers operate.

Tenure and scheme assignments sourced from AMFI fund-manager disclosure; returns from AMFI NAV history compiled in-house. Track-record analysis is not a forecast — past performance does not guarantee future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872); SEBI Registered Investment Adviser and Research Analyst registrations are in process. Not investment advice.