Banner

Our Story

  • vision

    Vision

    To be the most reliable and trusted partner to our investors and distributors through responsible investing.

  • vision

    Mission

    Backed by a consistent performance track record on creating long term wealth, we want to enhance the living standards of our investors residing across various towns and cities, enabling them to achieve financial freedom.

  • vision

    Values

    Our core values of Trust, Transparency and Consistency of Performance drive our investment strategies.

Sponsors

Union Mutual Fund is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc.

Union Bank of India is one of the leading public sector banks in India and is headquartered in Mumbai.

As on March 31, 2022, the Bank had a network of about 8789 domestic branches, 3 foreign branches, 1 representative office, 4 domestic subsidiaries, 2 Joint Ventures, 1 associate, 1 overseas subsidiary office and 1 Joint Venture Banking Co. and over 30 million customers. Moreover, all of these branches are integrated under the Core Banking Solution. Union Bank of India was one of the first large public sector banks in the country to have implemented 100% networking of branches.

Read more

Dai-ichi Life Holdings, Inc. ("Dai-ichi Life") is a stock company with limited liability, incorporated under the laws of Japan in the year 1902 and listed on the Tokyo Stock Exchange. Dai-ichi Life is a financial services holding company engaged in carrying out both insurance and non-insurance (including asset management) businesses through various subsidiaries and associate companies. Over the past 15 years, Dai-ichi Life has expanded its business globally and is currently engaged in the life insurance sectors of 8 jurisdictions other than Japan.

In addition to the life insurance business, Dai-ichi Life is also engaged in the business of asset management. Dai-ichi Life carries out asset management business in Japan and overseas through its group company, Asset Management One Co. Ltd., a global asset management company that provides customers with high quality products and services. Dai-ichi Life is a committed and reputable player in the insurance and asset management business.

Read more

Investment Philosophy

Risk

Emphasis on managing credit risk by careful selection of securities

portfolio

Creating portfolios which are true to mandate

Our Leaders

Board of Directors

Ms. A. Manimekhalai

Associate Director

Mr. Yasuhiro Hidaka

Associate Director

Mr. Nidhu Saxena

Associate Director

Mrs. Alice Vaidyan

Independent Director

Mr. Animesh Chauhan

Independent Director

Mr. Raghu Palat

Independent Director

Mr. Anil Bafna

Independent Director
Show More

Board of Directors

Mr. Ramesh S Singh

Independent Director

Mrs. Padmini Gopinath

Independent Director

Mr. K. Madhava Kumar

Independent Director

Mr. A.P. Kurian

Independent Director
Show More

Management Team

Mr.G.Pradeepkumar

Chief Executive Officer

Mr.Saurabh Jain

Chief Marketing Officer

Mr.Rajkamal Tiwari

Chief Financial Officer

Ms.Padmaja Shirke

Head – Compliance & Legal

Mr.Parijat Agrawal

Head - Fixed Income

Mr. Anil Chandran

Head – Human Resources & Administration

Ms.Leena Johnson

Head - Customer Service

Mr.Maulik Bhansali

Chief Risk Officer

Mr.Yunus Sagari

Head – Information Technology

Ms.Jyotsna Korgaonkar

Head-Operations
Show More

Investment Team

Mr.Parijat Agrawal

Head - Fixed Income

Mr.Hardick Bora

Co-Head - Equity

Mr.Sanjay Bembalkar

Co-Head - Equity

Mr.Devesh Thacker

Fund Manager - Fixed Income

Mr.Anindya Sarkar

Fund Manager – Fixed Income

Mr.Tarun Singh

Dealer - Fixed Income

Mr.Vishal Thakker

Dealer – Equity

Mr.Hiten Bhadra

Dealer – Equity

Mr.Shrenuj Parekh

Credit Analyst

Mr.Gaurav Chopra

Co-Fund Manager

Mr.Vinod Malviya

Co-Fund Manager

Mr. Bhavik Mehta

Research Analyst

Mr. Noel Vaz

Research Analyst

Mr. Pratit Vajani

Research Analyst
Show More

Service Providers

Our Registrar and Transfer Agent is based in Chennai and has a wide network of Customer Services Centres in major cities all over India.

Computer Age Management Services Limited (CAMS) New No. 10, Old No. 178, M.G.R. Salai, Nungambakkam, Chennai – 600034 SEBI Registration Number: INR000002813.Email: enq_uk@camsonline.com

SBI-SG Global Securities Services Private Limited Corporate Office: “Jeevan Seva” Annexe Bldg., Ground Floor, S.V. Road, Santacruz (W), Mumbai – 400 054.

For Mutual Fund Schemes:S.R. Batliboi & Co. LLP 12th Floor, The Ruby, Senapati Bapat Marg, Dadar (West), Mumbai 400 028.

For Asset Management Company:RAKCHAMPS & Co. LLP GF-9, H-Wing, Building No. 2, Rock Enclave, Next to SBI, Hindustan Naka, Kandivali west, Mumbai, Maharashtra 400067

corporate

Corporate Presentation

Download our Corporate Presentation