Which mutual fund schemes does Sanjay Bembalkar manage?

According to the schemes' Summary Documents, Sanjay Bembalkar is a listed fund manager of 10 schemes tracked by MFIC: Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund, Union Flexi Cap Fund, Union Largecap Fund, Union Multicap Fund, Union Active Momentum Fund, Union Consumption Fund, Union Innovation & Opportunities Fund, Union Aggressive Hybrid Fund, Union Balanced Advantage Fund, Union Multi Asset Allocation Fund.

Since when has Sanjay Bembalkar managed these schemes?

The earliest start date listed is 7 Jun 2021. Dates for each scheme are in the table on this page.

MFIC › Fund managers › Sanjay Bembalkar

Sanjay Bembalkar

Fund manager of 10 schemes tracked by MFIC at Union Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.

Schemes

Earliest start listed

7 Jun 2021

3Y CAGR above category median

2 of 7

AUM of these schemes

₹10,102 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 Aggressive Hybrid Fund Union Mutual Fund · Regular	Aggressive Hybrid	25 Jan 2023	3.7 y	8.4%	8.7%	7.3%	727
Union Balanced Advantage Fund Union Mutual Fund · Regular	Balanced Advantage	25 Jan 2023	3.7 y	6.4%	7.5%	5.9%	1,158
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund Union Mutual Fund · Regular	ELSS	7 Jun 2021	5.3 y	8.3%	9.1%	8.6%	821
Union Flexi Cap Fund Union Mutual Fund · Regular	Flexi Cap	25 Jan 2023	3.7 y	8.9%	9.7%	8.4%	2,320
Union Largecap Fund Union Mutual Fund · Regular	Large Cap	7 Jun 2021	5.3 y	5.4%	7.5%	5.5%	408
Union Multi Asset Allocation Fund Union Mutual Fund · Regular	Multi Asset Allocation	10 Sep 2024	2.1 y	n/a	12.8%	n/a	989
Union Multicap Fund Union Mutual Fund · Regular	Multi Cap	1 Nov 2024	1.9 y	12.3%	12.1%	n/a	1,516
Union Active Momentum Fund Union Mutual Fund · Regular	Sectoral/Thematic	19 Dec 2024	1.8 y	n/a	11.7%	n/a	543
Union Consumption Fund Union Mutual Fund · Regular	Sectoral/Thematic	22 Dec 2025	0.8 y	n/a	11.7%	n/a	314
Union Innovation & Opportunities Fund Union Mutual Fund · Regular	Sectoral/Thematic	6 Sep 2023	3.1 y	15.9%	11.7%	n/a	1,307

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 Sanjay Bembalkar manage?: According to the schemes' Summary Documents, Sanjay Bembalkar is a listed fund manager of 10 schemes tracked by MFIC: Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund, Union Flexi Cap Fund, Union Largecap Fund, Union Multicap Fund, Union Active Momentum Fund, Union Consumption Fund, Union Innovation & Opportunities Fund, Union Aggressive Hybrid Fund, Union Balanced Advantage Fund, Union Multi Asset Allocation Fund.
Since when has Sanjay Bembalkar managed these schemes?: The earliest start date listed is 7 Jun 2021. 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).