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§00 · MUTUAL FUNDS · MANAGER · SANJAY BEMBALKAR · 29 SCHEMES

Sanjay Bembalkar

0 years tenure
₹23.2k cr aggregate AUM

Sanjay Bembalkar runs 29 schemes totalling ₹23.2k 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
29
Aggregate AUM
₹23.2k cr
Tenure
0 yrs
Wtd 3Y
+11.53%
AUM-weighted across schemes
Wtd 5Y
+9.19%
AUM-weighted across schemes
§01 · SANJAY BEMBALKAR · SCHEMES · 29 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 Flexi Cap Fund - Growth Option₹2.3k cr+11.76%+11.31%
Union Multicap Fund - Regular Plan - Growth Option₹1.3k cr+15.68%
Union Multicap Fund - Direct Plan - IDCW Option₹1.3k cr+17.18%
Union Multicap Fund - Direct Plan - Growth Option₹1.3k cr+17.18%
Union Balanced Advantage Fund - Regular Plan - Growth Option₹1.2k cr+7.50%+6.70%
Union Balanced Advantage Fund - Direct Plan - IDCW Option₹1.2k cr+6.49%+6.64%
Union Balanced Advantage Fund - Direct Plan - Growth Option₹1.2k cr+8.76%+7.99%
Union Innovation & Opportunities Fund - Regular Plan - Growth Option₹1.1k cr
Union Innovation & Opportunities Fund - Direct Plan - IDCW Option₹1.1k cr
Union Innovation & Opportunities Fund - Direct Plan - Growth Option₹1.1k cr
Union Multi Asset Allocation Fund- Direct Plan - IDCW Option₹964 cr
Union Multi Asset Allocation Fund- Regular Plan - Growth Option₹964 cr
Union Multi Asset Allocation Fund- Direct Plan - Growth Option₹964 cr
Union ELSS Tax Saver Fund - Growth Option₹841 cr+11.65%+11.97%
Union Aggressive Hybrid Fund - Regular Plan - Growth Option₹707 cr+10.37%+9.41%
Union Aggressive Hybrid Fund - Direct Plan - Growth Option₹707 cr+11.67%+10.67%
Union Aggressive Hybrid Fund - Direct Plan - IDCW Option₹707 cr+9.31%+9.26%
Union Active Momentum Fund - Direct Plan - Growth Option₹440 cr
Union Active Momentum Fund - Direct Plan - IDCW Option₹440 cr
Union Active Momentum Fund - Regular Plan - Growth Option₹440 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 Consumption Fund - Direct Plan - Growth Option₹317 cr
Union Consumption Fund - Direct Plan - IDCW Option₹317 cr
Union Consumption Fund - Regular Plan - Growth Option₹317 cr
Union Equity Savings Fund - Regular Plan - Growth Option₹142 cr+6.81%+5.97%
Union Equity Savings Fund - Direct Plan - Growth Option₹142 cr+7.37%+6.54%
Union Equity Savings Fund - Direct Plan - IDCW Option₹142 cr+7.37%+6.54%
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.