Fund manager · Union

Sanjay Bembalkar

Head-Equity at Union. Runs 11 schemes worth ₹10,216 Cr.

Fund house
UnionThey run their schemes at Union.
AUM they run
₹10,216 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
11 now · 8 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
18 years18 years

What Sanjay Bembalkar's schemes hold^{(Oct 2022 – Aug 2026)}

What Sanjay Bembalkar's schemes hold in Aug 2026. Tick up to 2 to plot them.
Plot	195 companies ·	₹ Cr
	ICICI Bank	470
	HDFC Bank	341
	Bharti Airtel Limited	239
	State Bank of India	227
	Axis Bank	226
	One 97 Communications Limited	215
	Eternal Limited	200
	Ather Energy Limited	193
	Reliance Industries	179
	Gabriel India Limited	170
	Sai Life Sciences Limited	157
	Larsen and Toubro	148
	Shriram Finance Limited	141
	Bajaj Finance Limited	133
	ZF Commercial Vehicle Control Systems India Limited	131
	MARUTI SUZUKI INDA LIMITED	112
	Torrent Pharmaceuticals Limited	112
	Phoenix Mills Limited	111
	Bharat Heavy Electricals	105
	Ujjivan Small Finance Bank Limited	98.4
	Navin Flourine International Ltd	97.6
	Shadowfax Technologies Limited	95.9
	Infosys	95.5
	CG Power and Industrial Solutions Limited	94.9
	GE Vernova T D India Limited	93.6
	Sona Blw Precision Forgings	92.9
	Inventurus Knowledge Solutions Limited	90.2
	Solar Industries India	87.9
	LG Electronics Inc	87.5
	Delhivery Limited	83.7
	JSW Energy	83.3
	MphasiS	82.1
	Divi s Laboratories Limited	80.3
	Billionbrains Garage Ventures Ltd	78.9
	Ajanta Pharmaceuticals Limited	78.7
	Honasa Consumer Limited	78.3
	Cholamandalam DBS Finance	77.8
	Ratnakar Bank Limited	77.2
	Coforge Limited	77.2
	FSN E Commerce Ventures Limited	76.5
	Acutaas Chemicals Limited	76.5
	Trent	76.2
	Dixon Technologies India Limited	74
	Max Financial Services Limited	73
	Data Patterns India Limited	73
	Tata Consumer Products Limited	70.3
	Sun Pharmaceutical Ind Ltd	69.8
	Info Edge India Limited	69.5
	Federal Bank	69.2
	Cummins India	68.6

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Sanjay Bembalkar runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Aug 2025	₹374 Cr	₹521 Cr
Sept 2025	₹361 Cr	₹508 Cr
Oct 2025	₹342 Cr	₹536 Cr
Nov 2025	₹333 Cr	₹524 Cr
Dec 2025	₹330 Cr	₹511 Cr
Jan 2026	₹307 Cr	₹439 Cr
Feb 2026	₹328 Cr	₹408 Cr
Mar 2026	₹279 Cr	₹288 Cr
Apr 2026	₹307 Cr	₹314 Cr
May 2026	₹342 Cr	₹322 Cr
Jun 2026	₹430 Cr	₹392 Cr
Jul 2026	₹489 Cr	₹379 Cr
Aug 2026	₹470 Cr	₹341 Cr

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

Allocation^{(Aug 2026)}

Market cap

		% of AUM
Large Cap	59	40.43

Mid Cap	50	19.51

Small Cap	81	27.87

Unlisted	4	1.69

Other equity	1	0.069

Cash & others		10.43

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 Sanjay Bembalkar bought and sold^{(Sept 2025 – Aug 2026)}

What Sanjay Bembalkar 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.