MFIC › Fund managers › Pratik Dharmshi
Pratik Dharmshi
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
9 Dec 2024
3Y CAGR above category median
2 of 6
AUM of these schemes
₹7,333 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 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 Focused Fund Union Mutual Fund · Regular | Focused | 9 Dec 2024 | 1.8 y | 9.1% | 9.4% | 8.0% | 433 |
| Union Large & Midcap Fund Union Mutual Fund · Regular | Large & Mid Cap | 9 Dec 2024 | 1.8 y | 10.4% | 10.6% | 9.5% | 969 |
| Union Largecap Fund Union Mutual Fund · Regular | Large Cap | 1 Jul 2025 | 1.3 y | 5.4% | 7.5% | 5.5% | 408 |
| Union Midcap Fund Union Mutual Fund · Regular | Mid Cap | 9 Dec 2024 | 1.8 y | 13.8% | 13.9% | 12.7% | 1,906 |
| Union Retirement Fund Union Mutual Fund · Regular | Retirement | 9 Dec 2024 | 1.8 y | 10.2% | 7.2% | n/a | 207 |
| Union Business Cycle Fund Union Mutual Fund · Regular | Sectoral/Thematic | 9 Dec 2024 | 1.8 y | n/a | 11.7% | n/a | 485 |
| Union Small Cap Fund Union Mutual Fund · Regular | Small Cap | 9 Dec 2024 | 1.8 y | 15.2% | 13.5% | 15.5% | 2,732 |
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 Pratik Dharmshi manage?
- According to the schemes' Summary Documents, Pratik Dharmshi is a listed fund manager of 8 schemes tracked by MFIC: Union Focused Fund, Union Large & Midcap Fund, Union Largecap Fund, Union Midcap Fund, Union Business Cycle Fund, Union Small Cap Fund, Union Diversified Equity All Cap Active FOF, Union Retirement Fund.
- Since when has Pratik Dharmshi managed these schemes?
- The earliest start date listed is 9 Dec 2024. 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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