Fundalysisby DARKHORSESTOCKS

Fund house

Union

Its schemes hold 266 companies worth ₹16,987 Cr in Aug 2026.

  • AUM

    ₹28,633 CrUnion's AUM averaged over Aug 2026, as AMFI reports it. Up 0.3% on Jul 2026, ₹28,540 Cr.

  • Largest holding

    ICICI BankICICI Bank is 2.2% of Union's AUM.

  • Largest sector

    BanksCompanies in Banks make up 9.0% of Union's AUM.

  • Top 10 holdings

    11.9% of AUMThe 10 largest holdings together make up 11.9% of Union's AUM.

Fund managers(Sept 2026)

Every fund manager with its figures in Sept 2026. Click a column's header to sort by it.
Sanjay Bembalkar
Head-Equity
CA CFA B.Com
11–10,216+12.3%18 yearsJun '21
Parijat Agrawal
Head - Fixed Income
PGDM B.E.
9–8,645+6.4%30 yearsFeb '12
Gaurav Chopra
Fund Manager - Equity
CA B.Com
9–8,421+3.4%11 yearsJan '23
Vinod Malviya
Fund Manager - Equity
11–7,506+4.7%17 yearsJan '23
Pratik Dharmshi
Fund Manager - Equity
CA B.Com
8–7,333+3.6%15 yearsDec '24
Devesh Thacker
Fund Manager - Fixed Income
MBA B.Com
7–7,302+5.9%26 yearsJun '11
Harshad Patwardhan
Chief Investment Officer
CFA PGDM B.Tech
2–2,001+3.6%32 yearsNov '24
Anindya Sarkar
Fund Manager - Fixed Income
FRM MBA B.E.
7–1,742+5.9%23 yearsNov '18
Vishal Thakker
Dealer - Equity
3–1,433+4.0%15 yearsFeb '19
Tarun Singh
Dealer - Fixed Income
1–657+5.1%31 yearsMar '19
Shrenuj Parekh
Co- Fund Manager - Fixed Income
CA B.Com
3–450+6.2%13 yearsJul '23
Pratit Vajani
Associate Fund Manager
PGDM B.Tech
1–207+0.8%7 yearsJul '25

AUM by lead manager(Sept 2026)

  1. Sanjay Bembalkar28%₹7,360 Cr
  2. Devesh Thacker25%₹6,363 Cr
  3. Gaurav Chopra21%₹5,375 Cr
  4. Vinod Malviya10%₹2,559 Cr
  5. Parijat Agrawal10%₹2,510 Cr
  6. Tarun Singh3%₹657 Cr
  7. Harshad Patwardhan2%₹485 Cr
  8. Vishal Thakker1%₹275 Cr
  9. Pratik Dharmshi0.8%₹207 Cr
  10. Anindya Sarkar0.4%₹111 Cr
Fig. 1.Each scheme's AUM at the end of Sept 2026, counted once, for its lead: the manager its page names first. Source: AMFI.

Joined and left(Aug 2024 – now)

Moves, Jan 2026
2
Fig. 1.Moves a month, Aug 2024 – Jan 2026: someone joined or left, or took on or handed over schemes. Each month's are below.

Jan 2026

2 moves
  1. Anindya Sarkar took on 1 scheme
    4 JanUnion Ultra Short to Short Term Fund
  2. Parijat Agrawal handed over 1 scheme
    4 JanUnion Ultra Short to Short Term Fund

Dec 2025

2 moves
  1. Sanjay Bembalkar took on 1 scheme
    30 DecUnion Consumption Fund
  2. Vinod Malviya took on 1 scheme
    30 DecUnion Consumption Fund

Oct 2025

1 move
  1. Vishal Thakker took on 1 scheme
    10 OctUnion Balanced Advantage Fund