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Union MF announces change in Fund Manager of the following schemes

04-Nov-24 10:36 Hrs IST

Union Mutual Fund has announced change in fund manager under the following schemes, with effect from November 01, 2024.

Change in Fund Manager:

Name of the Scheme	Names of the existing Fund Manager(s)/ Co-Fund Manager(s)	Names of the new Fund Manager(s)/ Co-Fund Manager(s)^
Union Flexi Cap Fund	Mr. Sanjay Bembalkar and Mr. Hardick Bora	Mr. Sanjay Bembalkar and Mr. Vinod Malviya
Union ELSS Tax Saver Fund	Mr. Sanjay Bembalkar and Mr. Hardick Bora	Mr. Vinod Malviya and Mr. Sanjay Bembalkar
Union Small Cap Fund	Mr. Hardick Bora and Mr. Sanjay Bembalkar	Mr. Sanjay Bembalkar and Mr. Gaurav Chopra
Union Balanced Advantage Fund	Mr. Hardick Bora, Mr. Sanjay Bembalkar and Mr. Parijat Agrawal	Mr. Sanjay Bembalkar, Mr. Gaurav Chopra and Mr. Parijat Agrawal
Union Equity Savings Fund	Mr. Hardick Bora, Mr. Sanjay Bembalkar and Mr. Parijat Agrawal	Mr. Sanjay Bembalkar, Mr. Gaurav Chopra and Mr. Parijat Agrawal
Union Value Fund	Mr. Sanjay Bembalkar and Mr. Hardick Bora	Mr. Vinod Malviya and Mr. Gaurav Chopra
Union Focused Fund	Mr. Hardick Bora and Mr. Sanjay Bembalkar	Mr. Sanjay Bembalkar and Mr. Vinod Malviya
Union Large & Midcap Fund	Mr. Vinod Malviya and Mr. Hardick Bora	Mr. Vinod Malviya and Mr. Sanjay Bembalkar
Union Midcap Fund	Mr. Gaurav Chopra and Mr. Hardick Bora	Mr. Gaurav Chopra and Mr. Sanjay Bembalkar
Union Retirement Fund	Mr. Sanjay Bembalkar and Mr. Hardick Bora	Mr. Sanjay Bembalkar and Mr. Vinod Malviya
Union Aggressive Hybrid Fund	Mr. Sanjay Bembalkar, Mr. Hardick Bora and Mr. Parijat Agrawal	Mr. Sanjay Bembalkar and Mr. Vinod Malviya and Mr. Parijat Agrawal
Union Multicap Fund	Mr. Sanjay Bembalkar and Mr. Hardick Bora	Mr. Harshad Patwardhan and Mr. Sanjay Bembalkar
Union Innovation & Opportunities Fund	Mr. Hardick Bora and Mr. Sanjay Bembalkar	Mr. Gaurav Chopra and Mr. Sanjay Bembalkar
Union Children's Fund	Mr. Sanjay Bembalkar, Mr. Hardick Bora and Mr. Parijat Agrawal	Mr. Gaurav Chopra, Mr. Vinod Malviya and Mr. Parijat Agrawal
Union Business Cycle Fund	Mr. Sanjay Bembalkar and Mr. Hardick Bora	Mr. Harshad Patwardhan and Mr. Sanjay Bembalkar
Union Multi Asset Allocation Fund	Mr. Hardick Bora, Mr. Sanjay Bembalkar and Mr. Anindya Sarkar	Mr. Sanjay Bembalkar, Mr. Vinod Malviya and Mr. Anindya Sarkar

Notice of AGM

	ISFL - Notice Of AGM

	IFIN - Notice Of AGM

	ICOM - Notice Of AGM

	IFIN Credit- Notice Of AGM


Forms

	Form 30 Transmission Form Without Track Change

	Beneficiary Demat account NSDL

	Beneficiary Demat account CDSL

	CDSL CHANGE OF SIGNATURE

	NSDL CHANGE OF SIGNATURE


	IFIN- NEW KYC FORM

	IFIN -NSE F&O Activation form

	IFIN -Updation of Information Income


	IFIN-Annexure -B -Opting out of Nomination form

	IFIN-Annexure Q - Closure form Trading & DP

	IFIN-Brokerage Modification form

	IFIN-Change of Address

	IFIN-Change of Telephone -Mobile No , Email id

	IFIN-Consent for Receipt of ECN other Digital Decuments

	IFIN-Trading Re-activation form

	Instigo Account opening procedure- Flow chart

	Instigo DP account opening procedure

	KYC RDD Annexure

	IFIN-Annexure A Nomination form

	IFIN-New Tariff

	IFIN-Name Declaration

	IFIN-Most Important Terms and Conditions

	IFIN-Declaration for Basic Services Demat Account

	IFIN-Client Details Modification

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1	14-07-2025		RFP document for the Cloud Voice Logger
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2	01-04-2025	IA	REQUEST FOR PROPOSAL FOR APPOINTMENT OF CONCURRENT INTERNAL AUDITORS FOR PERIOD APRIL 2025 – MARCH 2026
3	01-04-2025	IA	REQUEST FOR PROPOSAL FOR APPOINTMENT OF INTERNAL AUDITORS FOR PERIOD APRIL 2025 – MARCH 2026 - IFCI
4	24-04-2025	IT	RFP for Services of IT Infrastructure Shifting & Configuration	Closed
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5	18-02-2025	IT	RFP for Procurement of HP Hard Disk	Closed
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6	18-02-2025	IT	RFP for Procurement of HP Server	Closed
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7	07-12-2024	Administration	RFP for office premises on lease at Chennai	Closed
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			G. Financial BID Meeting Link
8	10-06-2024	IA	RFP for appointment of internal auditors for period April 2024 – March 2025	Active upto 21/06/2024 end of the day
			A. Request For Proposal
			B. Extension of RFP
9	10-06-2024	IA	RFP for appointment of internal auditors and Concurrent Audit for period April 2024 – March 2025	Active upto 21/06/2024 end of the day
10	22-11-2023	Compliance	Procurement of AML/PML software Solution - VC Meeting Link for opening of Tender Box on 22/11/2023 at 4.30 pm	Closed
11	16-10-2023	Compliance	RFP for Procurement of AML/PML software solution
	06-11-2023	Compliance	A. Addendum - Extension Period for procurement of AML/PML sofware solution
12	28-10-2024	IT	RFP for Procurement of Firewall	Closed
			A. General Information
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			C. Financial Bid
13	12-07-2023	ADMIN	RFP for Premises on Lease for Ahmedabad Branch
			A. Newspaper Aricle
			B. General Information
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14	07-07-2023	CS	RFP for Secretarial Audit
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			A. General Information
			B. Technical Bid
			C. Financial Bid
16	16-06-2023	IT	E-tender for engagement of annual system audit and cyber security audit agency	Closed
			A. General Information
			B. Technical Bid
			C. Financial Bid
17	15-06-2023	IT	RFP for AMC of 30KVA Online UPS system	Closed
			A. General Information
			B. Technical Bid
			C. Financial Bid
18	30-05-2023	ADMIN	RFP for Premises on Lease for Ahmedabad Branch	Cancelled
			A. Newspaper Aricle
			B. General Information
			C. Technical Bid
			D. Financial Bid
			E. Extension of RFP
			F. Closure of RFP
19	24-05-2023	ADMIN	RFP for Premises on Lease for Salem Branch	Closed
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20	24-04-2023	IA	Extension Of RFP iCOM IA for FY 2023-2024	Closed
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23	02-05-2023	IA	RFP For Appointment Of Internal Auditor for July 2023 - March 2024 for operations, accounts and control related activities.	Closed
24	24-04-2023	CS	RFP PCS Empannelment for ROC filing 2022-23	Closed
25	24-04-2023	IA	RFP For Appointment Of Internal Auditor iCOM 23-24	Closed
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27	25-04-2023	CS	RFP For Secretarial Audit 22-23	Closed