Funds Managed By pratik dharmshi
Below is the list of funds managed by pratik dharmshi. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.
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Union Focused Fund
Union Focused Fund is an
Equityoriented mutual fund in the
Focused Fundscategory.
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As of 31 Jul 2025, fund size of Union Focused Fund is
462.18 Cr. -
The average category Returns for Focused funds under Equity class are
15.43%per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.
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Union Focused Fund has given
11.84%annualized return for the last 3 years.
The funds SIP returns during the same period is 11.02%
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Union Focused Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Focused Fund
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Union Small Cap Fund
Union Small Cap Fund is an
Equityoriented mutual fund in the
Small cap Fundscategory.
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As of 31 Jul 2025, fund size of Union Small Cap Fund is
2,667.47 Cr. -
The average category Returns for Small cap funds under Equity class are
18.92%per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.
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Union Small Cap Fund has given
16.55%annualized return for the last 3 years.
The funds SIP returns during the same period is 14.92%
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Union Small Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Small Cap Fund
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Union Large Cap Fund
Union Large Cap Fund is an
Equityoriented mutual fund in the
Large Cap Fundscategory.
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As of 31 Jul 2025, fund size of Union Large Cap Fund is
437.27 Cr. -
The average category Returns for Large Cap funds under Equity class are
14.32%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.
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Union Large Cap Fund has given
12.24%annualized return for the last 3 years.
The funds SIP returns during the same period is 10.90%
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Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Large Cap Fund
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Union Mid Cap Fund
Union Mid Cap Fund is an
Equityoriented mutual fund in the
Mid Cap Fundscategory.
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As of 31 Jul 2025, fund size of Union Mid Cap Fund is
2,005.31 Cr. -
The average category Returns for Mid Cap funds under Equity class are
20.29%per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.
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Union Mid Cap Fund has given
18.55%annualized return for the last 3 years.
The funds SIP returns during the same period is 17.77%
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At present Union Mid Cap Fund has not been rated by us.
- Know more about Union Mid Cap Fund
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Union Retirement Fund
Union Retirement Fund is an
Equityoriented mutual fund in the
Flexi Cap Fundscategory.
The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.
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As of 31 Jul 2025, fund size of Union Retirement Fund is
216.22 Cr. -
The average category Returns for Flexi Cap funds under Equity class are
16.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.
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Union Retirement Fund has given
15.98%annualized return for the last 3 years.
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At present Union Retirement Fund has not been rated by us.
- Know more about Union Retirement Fund
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Union Large & Midcap Fund
Union Large & Midcap Fund is an
Equityoriented mutual fund in the
Large and Mid Cap Fundscategory.
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As of 31 Jul 2025, fund size of Union Large & Midcap Fund is
1,017.77 Cr. -
The average category Returns for Large and Mid Cap funds under Equity class are
17.61%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.
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Union Large & Midcap Fund has given
14.73%annualized return for the last 3 years.
The funds SIP returns during the same period is 13.80%
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At present Union Large & Midcap Fund has not been rated by us.
- Know more about Union Large & Midcap Fund
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Union Business Cycle Fund
Union Business Cycle Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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517.9 Cr.
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The average category Returns for Sectoral funds under Equity class are
15.89%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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At present Union Business Cycle Fund has not been rated by us.
- Know more about Union Business Cycle Fund
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Funds of Union Mutual Funds
Union Mutual Funds presents a range of 30 funds for investors to choose from.
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Union Focused Fund
Union Focused Fund is an
Equityoriented mutual fund in the
Focused Fundscategory.
-
As of 31 Jul 2025, fund size of Union Focused Fund is
462.18 Cr. -
The average category Returns for Focused funds under Equity class are
15.43%per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.
-
Union Focused Fund has given
11.84%annualized return for the last 3 years.
The funds SIP returns during the same period is 11.02%
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Union Focused Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Focused Fund
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Union Small Cap Fund
Union Small Cap Fund is an
Equityoriented mutual fund in the
Small cap Fundscategory.
-
As of 31 Jul 2025, fund size of Union Small Cap Fund is
2,667.47 Cr. -
The average category Returns for Small cap funds under Equity class are
18.92%per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.
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Union Small Cap Fund has given
16.55%annualized return for the last 3 years.
The funds SIP returns during the same period is 14.92%
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Union Small Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Small Cap Fund
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Union Large Cap Fund
Union Large Cap Fund is an
Equityoriented mutual fund in the
Large Cap Fundscategory.
-
As of 31 Jul 2025, fund size of Union Large Cap Fund is
437.27 Cr. -
The average category Returns for Large Cap funds under Equity class are
14.32%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.
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Union Large Cap Fund has given
12.24%annualized return for the last 3 years.
The funds SIP returns during the same period is 10.90%
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Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Large Cap Fund
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Union Mid Cap Fund
Union Mid Cap Fund is an
Equityoriented mutual fund in the
Mid Cap Fundscategory.
-
As of 31 Jul 2025, fund size of Union Mid Cap Fund is
2,005.31 Cr. -
The average category Returns for Mid Cap funds under Equity class are
20.29%per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.
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Union Mid Cap Fund has given
18.55%annualized return for the last 3 years.
The funds SIP returns during the same period is 17.77%
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At present Union Mid Cap Fund has not been rated by us.
- Know more about Union Mid Cap Fund
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Union Retirement Fund
Union Retirement Fund is an
Equityoriented mutual fund in the
Flexi Cap Fundscategory.
The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.
-
As of 31 Jul 2025, fund size of Union Retirement Fund is
216.22 Cr. -
The average category Returns for Flexi Cap funds under Equity class are
16.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.
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Union Retirement Fund has given
15.98%annualized return for the last 3 years.
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At present Union Retirement Fund has not been rated by us.
- Know more about Union Retirement Fund
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Union Large & Midcap Fund
Union Large & Midcap Fund is an
Equityoriented mutual fund in the
Large and Mid Cap Fundscategory.
-
As of 31 Jul 2025, fund size of Union Large & Midcap Fund is
1,017.77 Cr. -
The average category Returns for Large and Mid Cap funds under Equity class are
17.61%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.
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Union Large & Midcap Fund has given
14.73%annualized return for the last 3 years.
The funds SIP returns during the same period is 13.80%
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At present Union Large & Midcap Fund has not been rated by us.
- Know more about Union Large & Midcap Fund
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Union Business Cycle Fund
Union Business Cycle Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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517.9 Cr.
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The average category Returns for Sectoral funds under Equity class are
15.89%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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At present Union Business Cycle Fund has not been rated by us.
- Know more about Union Business Cycle Fund
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