Fundalysisby DARKHORSESTOCKS

Fund manager · Union

Anindya Sarkar

Fund Manager - Fixed Income at Union. Runs 7 schemes worth ₹1,742 Cr.

  • Fund house

    UnionThey run their schemes at Union.

  • AUM they run

    ₹1,742 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    7 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.

  • Experience

    23 years23 years

Profile(Union's SAI, 30 Jun 2026)

About

Role
Fund Manager - Fixed Income
Studied
BE Civil, MBA (Finance), MBA (Risk & Insurance ), FRM
Age
51 years
Experience
23 years

Schemes now7

  1. Union Multi Asset Allocation Fund₹989 Cr
  2. Union Corporate Bond Fund₹284 Cr
  3. Union Ultra Short to Short Term Fund₹228 Cr
  4. Union Short Term Fund₹111 Cr
  5. Union Gilt Fund₹74.7 Cr
  6. Union Income Plus Arbitrage Active FoF₹55.1 Cr
  7. and 1 more, all below

AUM they run(Jun 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,742−9.4%
Aug 20261,922+2.1%
Jul 20261,884−0.7%
Jun 20261,896−14.0%
May 20262,205−3.9%
Apr 20262,294−9.7%
Mar 20262,539−14.6%
Feb 20262,973−1.1%
Jan 20263,005+3.6%
Dec 20252,902−4.4%
Nov 20253,034+1.6%
Oct 20252,986+11.6%
AUM at month end, Sept 2026
₹1,742 Cr
−41.7% since Oct 2025
Fig. 1.The AUM of the schemes Anindya Sarkar ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Nov 2018 – now)

  1. Corporate Bond Fund
  2. Gilt Fund
  3. Fixed Maturity Plan FMP Series 13 1114 Days
  4. Multi Asset Allocation Fund
  5. Short Term Fund
  6. Income Plus Arbitrage Active FoF
  7. Ultra Short to Short Term Fund
Union20192020202120222023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Nov 2018 – now)

Union

7 now · since Nov 2018
  1. Union Multi Asset Allocation Fund
    Co-managerSept 2024—2y 2m₹989 CrMulti Asset AllocationTER 1.29%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(6 schemes)

Growth · Direct plans

Return as manager
+5.92%
Beat peers
1 of 6
vs peers
−1.00 pt
Longest run
7.9 years
Beat benchmark
Upcoming
Each scheme Anindya Sarkar ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Union Corporate Bond Fund
Nov '18–now · 7.9y
+6.16%+7.32%−1.16 pt––
Union Gilt Fund
Aug '22–now · 4.2y
+4.85%+6.10%−1.25 pt––
Union Multi Asset Allocation Fund
Sep '24–now · 2.1y
+9.23%+7.76%+1.47 pt––
Union Short Term Fund
Feb '25–now · 1.7y
+6.15%+7.00%−0.85 pt––
Union Income Plus Arbitrage Active FoF
Jun '25–now · 1.3y
+4.01%+5.47%−1.47 pt––
Union Ultra Short to Short Term Fund
Aug '25–now · 1.2y
+5.68%+6.14%−0.46 pt––
Fig. 1.Each scheme Anindya Sarkar ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(6 now)

  1. Shrenuj ParekhCorporate Bond Fund · Short Term Fund · Income Plus Arbitrage Active FoF3 schemes
  2. Devesh ThackerUltra Short to Short Term Fund · Fixed Maturity Plan FMP Series 13 1114 Days2 schemes
  3. Parijat AgrawalCorporate Bond Fund · Gilt Fund2 schemes
  4. Sanjay BembalkarMulti Asset Allocation Fund1 scheme
  5. Vinod MalviyaMulti Asset Allocation Fund1 scheme
  6. Vishal ThakkerIncome Plus Arbitrage Active FoF1 scheme

Career(Feb 2000 – Aug 2010)

with Union Asset Management Private Limited

  1. Vice President - Risk Management)
    Nov 2009—Aug 201010m

with Sarcon Blockbuild Ltd (Family business

  1. Position not stated
    Jun 2009—Sept 20094m

with Navigators Inc. and from

  1. Position not stated
    Sept 2007—May 20091y 9m

with St. John’s University (part time employment while pursuing MBA - Risk and Insurance

  1. Position not stated
    Feb 2000—Mar 20077y 2m

Source.Union's Statement of Additional Information, as of 30 Jun 2026.