MFIC › Fund managers › Gaurav Chopra
Gaurav Chopra
Fund manager of 8 schemes tracked by MFIC at Union Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
8
Earliest start listed
25 Jan 2023
3Y CAGR above category median
2 of 6
AUM of these schemes
₹8,331 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| Union Balanced Advantage Fund Union Mutual Fund · Regular | Balanced Advantage | 1 Nov 2024 | 1.9 y | 6.4% | 7.5% | 5.9% | 1,158 |
| Union Diversified Equity All Cap Active FOF Union Mutual Fund · Regular | Domestic FoF | 22 Sep 2025 | 1.0 y | n/a | 12.3% | n/a | 195 |
| Union Equity Savings Fund Union Mutual Fund · Regular | Equity Savings | 1 Nov 2024 | 1.9 y | 6.0% | 7.0% | 5.4% | 114 |
| Union Midcap Fund Union Mutual Fund · Regular | Mid Cap | 25 Jan 2023 | 3.7 y | 13.8% | 13.9% | 12.7% | 1,906 |
| Union Active Momentum Fund Union Mutual Fund · Regular | Sectoral/Thematic | 19 Dec 2024 | 1.8 y | n/a | 11.7% | n/a | 543 |
| Union Innovation & Opportunities Fund Union Mutual Fund · Regular | Sectoral/Thematic | 1 Nov 2024 | 1.9 y | 15.9% | 11.7% | n/a | 1,307 |
| Union Small Cap Fund Union Mutual Fund · Regular | Small Cap | 1 Nov 2024 | 1.9 y | 15.2% | 13.5% | 15.5% | 2,732 |
| Union Value Fund Union Mutual Fund · Regular | Value | 1 Nov 2024 | 1.9 y | 9.6% | 10.0% | 10.2% | 378 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does Gaurav Chopra manage?
- According to the schemes' Summary Documents, Gaurav Chopra is a listed fund manager of 8 schemes tracked by MFIC: Union Midcap Fund, Union Active Momentum Fund, Union Innovation & Opportunities Fund, Union Small Cap Fund, Union Value Fund, Union Balanced Advantage Fund, Union Equity Savings Fund, Union Diversified Equity All Cap Active FOF.
- Since when has Gaurav Chopra managed these schemes?
- The earliest start date listed is 25 Jan 2023. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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