Fund manager · Union

Harshad Patwardhan

Chief Investment Officer at Union. Runs 2 schemes worth ₹2,001 Cr.

Fund house
UnionThey run their schemes at Union.
AUM they run
₹2,001 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
2 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Nov 2024.
Experience
32 years32 years

What Harshad Patwardhan's schemes hold^{(Nov 2024 – Aug 2026)}

What Harshad Patwardhan's schemes hold in Aug 2026. Tick up to 2 to plot them.
Plot	96 companies ·	₹ Cr
	ICICI Bank	103
	Larsen and Toubro	66.6
	HDFC Bank	58.9
	One 97 Communications Limited	57.7
	Coforge Limited	46.9
	Bharti Airtel Limited	46.2
	Shriram Finance Limited	44.7
	Dixon Technologies India Limited	43.7
	Axis Bank	40.4
	State Bank of India	40.1
	MphasiS	39.6
	Sai Life Sciences Limited	38.3
	KARUR VYSA BANK LTD	37.7
	Bharat Heavy Electricals	36
	Navin Flourine International Ltd	35.9
	S J S Enterprises Limited	33.7
	Solar Industries India	33.1
	Prestige Estate Project	31.7
	Gabriel India Limited	28.8
	Reliance Industries	28.5
	Sona Blw Precision Forgings	28.2
	Ratnakar Bank Limited	26.4
	Radico Khaitan Limited	26.4
	Sun Pharmaceutical Ind Ltd	26.4
	Tata Motors Limited	26.3
	Cholamandalam DBS Finance	26.2
	Arvind	26.1
	Ujjivan Small Finance Bank Limited	24.8
	Ather Energy Limited	24.7
	KEI Industries Limited	24.5
	Multi Commodity Exchange of India Limited	24.1
	Marico	23.9
	Adani Enterprises	23.5
	Info Edge India Limited	22.9
	Federal Bank	22.1
	Data Patterns India Limited	22
	Craftsman Automation Limited	21.9
	IPCA Laboratories Limited	21.8
	Zen Technologies Limited	21.8
	GE Vernova T D India Limited	21.5
	ZF Commercial Vehicle Control Systems India Limited	21.2
	Fortis Healthcare Limited	20.8
	PTC Industries Limited	20.4
	LG Electronics Inc	20.3
	Cummins India	20
	JSW Steel	19.2
	Phoenix Mills Limited	18.9
	Sansera Engineering Limited	18.7
	Cartrade Tech Limited	18.2
	Persistent Systems	18.1

ICICI Bank
Larsen and Toubro

Market value of each ticked company across the schemes Harshad Patwardhan runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	Larsen and Toubro
Aug 2025	₹83.5 Cr	₹40.9 Cr
Sept 2025	₹77.6 Cr	₹41.6 Cr
Oct 2025	₹82.4 Cr	₹50.7 Cr
Nov 2025	₹68.6 Cr	₹54.5 Cr
Dec 2025	₹66.3 Cr	₹64.1 Cr
Jan 2026	₹55.9 Cr	₹57.2 Cr
Feb 2026	₹61.3 Cr	₹66.8 Cr
Mar 2026	₹51 Cr	₹30 Cr
Apr 2026	₹69.8 Cr	₹38.5 Cr
May 2026	₹84.4 Cr	₹54.5 Cr
Jun 2026	₹107 Cr	₹74.3 Cr
Jul 2026	₹119 Cr	₹64.8 Cr
Aug 2026	₹103 Cr	₹66.6 Cr

Fig. 1.Market value of each ticked company across the schemes Harshad Patwardhan runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Aug 2026)}

Market cap

		% of AUM
Large Cap	26	35.24

Mid Cap	27	29.47

Small Cap	43	30.86

Cash & others		4.43

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Harshad Patwardhan bought and sold^{(Sept 2025 – Aug 2026)}

What Harshad Patwardhan bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.