Fund manager · Union

Pratik Dharmshi

Fund Manager - Equity at Union. Runs 8 schemes worth ₹7,333 Cr.

Fund house
UnionThey run their schemes at Union.
AUM they run
₹7,333 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
8 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Dec 2024.
Experience
15 years15 years

What Pratik Dharmshi's schemes hold^{(Dec 2024 – Aug 2026)}

What Pratik Dharmshi's schemes hold in Aug 2026. Tick up to 2 to plot them.
Plot	187 companies ·	₹ Cr
	Multi Commodity Exchange of India Limited	185
	ICICI Bank	182
	GE Vernova T D India Limited	164
	Navin Flourine International Ltd	162
	Gabriel India Limited	150
	Ujjivan Small Finance Bank Limited	137
	KARUR VYSA BANK LTD	110
	Max Financial Services Limited	109
	Solar Industries India	105
	Sai Life Sciences Limited	101
	One 97 Communications Limited	101
	KEI Industries Limited	101
	Shriram Finance Limited	100
	Fortis Healthcare Limited	99.4
	Torrent Pharmaceuticals Limited	98.7
	HDFC Bank	98
	Acutaas Chemicals Limited	91.6
	Federal Bank	85
	Data Patterns India Limited	84.1
	Apar Industries Limited	83.2
	Hindustan Copper Limited	82.1
	MphasiS	79.7
	Azad Engineering Limited	79.4
	S J S Enterprises Limited	78.4
	Axis Bank	77.7
	Bharat Heavy Electricals	74.8
	Kirloskar Oil Engines Limited	74.3
	Coforge Limited	73
	Nippon Life Asset Management Limited	72.6
	Amber Enterprises India Limited	72.4
	Hitachi Energy India Limited	70.5
	ZF Commercial Vehicle Control Systems India Limited	68
	Bharti Airtel Limited	67.1
	Minda Industries Limited	66.6
	State Bank of India	65.5
	Larsen and Toubro	65.1
	Aarti Industries Limited	60.7
	Corona Remedies Limited	60.6
	Eternal Limited	60.3
	Sona Blw Precision Forgings	59.5
	Ratnakar Bank Limited	59.1
	Ajanta Pharmaceuticals Limited	57.3
	Phoenix Mills Limited	57
	Dixon Technologies India Limited	56.8
	CG Power and Industrial Solutions Limited	56.7
	Cartrade Tech Limited	56.3
	Prestige Estate Project	53.8
	Reliance Industries	53.7
	Kfin Technologies Limited	53.3
	JSW Energy	51.8

Multi Commodity Exchange of…
ICICI Bank

Market value of each ticked company across the schemes Pratik Dharmshi runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Multi Commodity Exchange of India Limited	ICICI Bank
Aug 2025	₹35.7 Cr	₹140 Cr
Sept 2025	₹40.3 Cr	₹132 Cr
Oct 2025	₹48.4 Cr	₹131 Cr
Nov 2025	₹52.7 Cr	₹133 Cr
Dec 2025	₹73.2 Cr	₹135 Cr
Jan 2026	₹116 Cr	₹138 Cr
Feb 2026	₹121 Cr	₹142 Cr
Mar 2026	₹119 Cr	₹122 Cr
Apr 2026	₹140 Cr	₹144 Cr
May 2026	₹134 Cr	₹143 Cr
Jun 2026	₹117 Cr	₹171 Cr
Jul 2026	₹112 Cr	₹193 Cr
Aug 2026	₹185 Cr	₹182 Cr

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

Allocation^{(Aug 2026)}

Market cap

		% of AUM
Large Cap	54	24.43

Mid Cap	51	33.10

Small Cap	76	36.67

Unlisted	5	1.44

Other equity	1	0.031

Cash & others		4.33

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 Pratik Dharmshi bought and sold^{(Sept 2025 – Aug 2026)}

What Pratik Dharmshi 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.