Fund manager · Union

Parijat Agrawal

Head - Fixed Income at Union. Runs 9 schemes worth ₹8,645 Cr.

Fund house
UnionThey run their schemes at Union.
AUM they run
₹8,645 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
9 now · 1 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
30 years30 years

Profile^{(Union's SAI, 30 Jun 2026)}

About

Role: Head - Fixed Income
Studied: B.E. (Electronics & Communications), PGDM (IIM - Bangalore)
Experience: 30 years

Schemes now9

AUM they run^{(Feb 2019 – Sept 2026)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Sept 2026	8,645	−26.2%
Aug 2026	11,720	+3.8%
Jul 2026	11,287	+9.3%
Jun 2026	10,331	−18.5%
May 2026	12,681	+6.5%
Apr 2026	11,909	+29.1%
Mar 2026	9,224	−18.7%
Feb 2026	11,345	+7.5%
Jan 2026	10,553	+6.3%
Dec 2025	9,927	−11.5%
Nov 2025	11,216	+7.2%
Oct 2025	10,468	+17.7%

AUM at month end, Sept 2026

₹8,645

−17.4% since Oct 2025

Fig. 1.The AUM of the schemes Parijat Agrawal 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^{(Feb 2012 – now)}

Union2013201520172019202120232025

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^{(Feb 2012 – now)}

Union

9 now · since Feb 2012

Union Liquid Fund
Co-managerJun 2021—5y 5m₹5,014 CrLiquidTER 0.07%

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

Performance^{(10 schemes)}

Growth · Direct plans, Regular before 2013

Return as manager: +6.44%
Beat peers: 3 of 9
vs peers: −0.28 pt
Longest run: 14.6 years
Beat benchmark: Upcoming

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

Union Dynamic Term Fund	Feb '12–now · 14.6y	+5.88%	+7.23%	−1.35 pt	–	–
Union Balanced Advantage Fund	Jan '18–now · 8.8y	+9.28%	+9.56%	−0.28 pt	–	–
Union Corporate Bond Fund	Jun '18–now · 8.4y	+6.12%	+7.31%	−1.20 pt	–	–
Union Equity Savings Fund	Aug '18–now · 8.2y	+7.42%	+8.58%	−1.16 pt	–	–
Union Aggressive Hybrid Fund	Dec '20–now · 5.8y	+11.93%	+11.59%	+0.34 pt	–	–
Union Liquid Fund	Jun '21–now · 5.4y	+6.21%	+6.17%	+0.04 pt	–	–
Union Money Market Fund	Aug '21–now · 5.1y	+6.44%	+6.64%	−0.21 pt	–	–
Union Gilt Fund	Aug '22–now · 4.2y	+4.85%	+6.10%	−1.25 pt	–	–
Union Children S Fund	Dec '23–now · 2.8y	+8.75%	+7.28%	+1.47 pt	–	–
Union Ultra Short to Short Term Fund	Jul '25–Jan '26 · 0.5y	+2.65%	+2.75%	−0.10 pt	–	–

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

Works with^{(7 now)}

Devesh ThackerLiquid Fund · Money Market Fund · Dynamic Term Fund3 schemes
Gaurav ChopraBalanced Advantage Fund · Equity Savings Fund · Children S Fund3 schemes
Sanjay BembalkarBalanced Advantage Fund · Aggressive Hybrid Fund · Equity Savings Fund3 schemes
Anindya SarkarCorporate Bond Fund · Gilt Fund2 schemes
Vinod MalviyaAggressive Hybrid Fund · Children S Fund2 schemes
Shrenuj ParekhCorporate Bond Fund1 scheme
Vishal ThakkerBalanced Advantage Fund1 scheme

Career^{(Dec 1999 – now)}

Over 30 years of experience in Funds Management

Position not stated
Sept 2010—16y 2m

with Union Asset Management Company Private Limited as Head - Fixed Income

Position not stated
Oct 2006—Jul 20103y 10m

with SBI Mutual Fund as Head- Fixed Income

Position not stated
Nov 2004—Sept 20061y 11m

with State Bank of Mauritius Limited with responsibilities of managing the entire Treasury functions of the Bank

Position not stated
Dec 1999—May 20044y 6m

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