Fund manager · Union

Hardick Bora

Runs no scheme today.

Fund house
UnionThey run their schemes at Union.
AUM they run
None today
Schemes
0 now · 16 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Their fund house's documents give no profile for them yet.

Schemes now0

None today; their last ended in Nov 2024.

AUM they run^{(Feb 2019 – Oct 2024)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Oct 2024	11,991	−4.0%
Sept 2024	12,493	+8.8%
Aug 2024	11,482	+1.6%
Jul 2024	11,307	+2.5%
Jun 2024	11,026	+7.3%
May 2024	10,276	+0.9%
Apr 2024	10,182	+4.2%
Feb 2024	9,773	+1.7%
Jan 2024	9,614	+3.2%
Dec 2023	9,313	+13.7%
Nov 2023	8,188	+6.9%
Oct 2023	7,656	−0.7%

AUM at month end, Oct 2024

₹11,991

+56.6% since Oct 2023

Fig. 1.The AUM of the schemes Hardick Bora 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^{(Oct 2016 – now)}

Union20172019202120232025

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^{(Oct 2016 – now)}

Union

since Oct 2016

Union Balanced Advantage Fund
Co-managerJun 2018—Nov 20246y 6mBalanced Advantage

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

Performance^{(16 schemes)}

Growth · Direct plans

Return as manager: +21.89%
Beat peers: 4 of 13
vs peers: −0.94 pt
Longest run: 8.1 years
Beat benchmark: Upcoming

Each scheme Hardick Bora ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.

Union Small Cap Fund	Oct '16–Nov '24 · 8.1y	+19.13%	+21.84%	−2.72 pt	–	–
Union Balanced Advantage Fund	Jun '18–Nov '24 · 6.4y	+11.99%	+12.08%	−0.09 pt	–	–
Union Equity Savings Fund	Aug '18–Nov '24 · 6.2y	+8.71%	+9.96%	−1.25 pt	–	–
Union Large Midcap Fund	Dec '19–Nov '24 · 4.9y	+21.89%	+22.83%	−0.94 pt	–	–
Union Midcap Fund	Mar '20–Nov '24 · 4.6y	+40.11%	+39.94%	+0.17 pt	–	–
Union Aggressive Hybrid Fund	Dec '20–Nov '24 · 3.8y	+16.65%	+17.51%	−0.86 pt	–	–
Union Focused Fund	Jan '21–Nov '24 · 3.8y	+18.11%	+21.30%	−3.20 pt	–	–
Union Flexi Cap Fund	Jan '21–Nov '24 · 3.8y	+20.79%	+20.21%	+0.59 pt	–	–
Union Multicap Fund	Jan '23–Nov '24 · 1.8y	+30.80%	+33.97%	−3.18 pt	–	–
Union ELSS Tax Saver Fund	Jan '23–Nov '24 · 1.8y	+24.90%	+28.98%	−4.08 pt	–	–
Union Value Fund	Jan '23–Nov '24 · 1.8y	+30.06%	+32.42%	−2.36 pt	–	–
Union Retirement Fund	Jan '23–Nov '24 · 1.8y	+28.03%	+20.91%	+7.12 pt	–	–
Union Innovation Opportunities Fund	Sep '23–Nov '24 · 1.1y	+36.87%	+32.12%	+4.75 pt	–	–
Union Children S Fund	Dec '23–Nov '24 · 0.9y	+22.17%	+18.40%	+3.77 pt	–	–
Union Business Cycle Fund	Mar '24–Nov '24 · 0.6y	+12.73%	+16.55%	−3.82 pt	–	–
Union Multi Asset Allocation Fund	Sep '24–Nov '24 · 0.1y	−0.70%	−1.05%	+0.36 pt	–	–

Fig. 1.Each scheme Hardick Bora ran, against its peers and benchmark over the same months. Source: AMFI.