Vinay Paharia: Union mutual Fund

Vinay paharia is the Chief Investment Officer at Union Mutual Fund. Union Mutual Fund has a total AUM of more than Rs.8000cr. He manages the investment process at the fund house, to deliver sustainable and consistent investment outcomes for our investors while remaining true to mandate. All the mutual funds, irrespective of their market capitalization and ETF are headed by him.

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Background

Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai. Prior to joining Union Mutual Fund he was associated with Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004). He has an experience of around 17 years. He is ranked at 33rd out of 140 CIO’s around the country.

Individuals -Asian Wealth Management and Asian Private Banking

Equity Detailing (UNION)

Asset Type Instrument Name Industry Net Assets(%) No of Shares Mkt Value(Cr.)
Equity Infosys Software 7.90 194,252.00 36.67
Equity Reliance Industr Petroleum Products 7.53 147,609.00 34.96
Equity ICICI Bank Banks 6.48 406,268.00 30.07
Equity HDFC Bank Banks 5.79 181,898.00 26.91
Equity Larsen & Toubro Construction Project 2.96 72,588.00 13.76
Equity Kotak Mah. Bank Banks 2.95 76,268.00 13.70
Equity Bajaj Finance Finance 2.91 19,398.00 13.53
Equity Bharti Airtel Telecom – Services 2.89 196,056.00 13.41
Equity Avenue Super. Retailing 2.77 27,512.00 12.85
Equity L & T Infotech Software 2.49 15,771.00 11.56
Equity UltraTech Cem. Cement & Cement Products 2.38 14,560.00 11.05
Equity H D F C Finance 2.36 42,429.00 10.97
Equity St Bk of India Banks 2.22 224,052.00 10.32
Equity Wipro Software 2.17 141,000.00 10.09
Equity Persistent Sys Software 1.95 18,495.00 9.07
Equity Varun Beverages Consumer Non Durables 1.63 85,402.00 7.59
Equity Tata Power Co. Power 1.57 329,403.00 7.28
Equity Muthoot Finance Finance 1.52 47,068.00 7.04
Equity Titan Company Consumer Durables 1.52 27,901.00 7.04
Equity Gland Pharma Pharmaceuticals 1.50 18,015.00 6.96
Equity United Spirits Consumer Non Durables 1.41 73,023.00 6.56
Equity Piramal Enterp. Finance 1.30 22,829.00 6.04
Equity Divi’s Lab. Pharmaceuticals 1.29 12,781.00 5.98
Equity NTPC Power 1.22 454,045.00 5.65
Equity Maruti Suzuki Auto 1.22 7,601.00 5.64
Equity Max Healthcare Healthcare Services 1.20 126,000.00 5.58
Equity Shree Cement Cement & Cement Products 1.20 2,060.00 5.56
Equity Asian Paints Consumer Non Durables 1.16 15,860.00 5.37
Equity SBI Life Insuran Insurance 1.14 44,359.00 5.31
Equity P I Industries Pesticides 1.13 17,333.00 5.26
Equity Tube Investments Auto Ancillaries 1.12 29,728.00 5.22
Equity WABCO India Auto Ancillaries 1.12 6,123.00 5.20
Equity Minda Industries Auto Ancillaries 1.09 41,199.00 5.05
Equity Devyani Intl. Leisure Services 1.03 290,000.00 4.79
Equity Hindalco Inds. Non – Ferrous Metals 0.91 89,091.00 4.24
Equity KNR Construct. Construction 0.90 139,533.00 4.18
Equity Dixon Technolog. Consumer Durables 0.87 7,333.00 4.04
Equity Krishna Institu. Healthcare Services 0.86 28,000.00 3.99
Equity Tata Consumer Consumer Non Durables 0.82 51,000.00 3.79
Equity Prestige Estates Construction 0.80 78,090.00 3.71
Equity L&T Technology Software 0.78 6,456.00 3.61
Equity B P C L Petroleum Products 0.77 92,786.00 3.58
Equity Sona BLW Precis. Auto Ancillaries 0.77 47,921.00 3.56
Equity CreditAcc. Gram. Finance 0.75 58,174.00 3.48
Equity Sumitomo Chemi. Pesticides 0.75 89,877.00 3.47
Equity Phoenix Mills Construction 0.74 34,910.00 3.44
Equity Greaves Cotton Industrial Products 0.73 247,428.00 3.41
Equity Pidilite Inds. Chemicals 0.72 13,650.00 3.36
Equity Tata Steel Ferrous Metals 0.72 29,913.00 3.32
Equity Schaeffler India Industrial Products 0.70 3,720.00 3.27
Equity FSN E-Commerce Retailing 0.69 15,156.00 3.19
Equity 3M India Consumer Non Durables 0.68 1,239.00 3.14
Equity Honeywell Auto Industrial Capital Goods 0.68 744.00 3.14
Equity Deepak Nitrite Chemicals 0.67 12,513.00 3.12
Equity Interglobe Aviat Transportation 0.63 14,548.00 2.94
Equity CSB Bank Banks 0.59 117,000.00 2.75
Equity Indiamart Inter. Retailing 0.59 4,215.00 2.73
Equity PB Fintech. Financial Technology (Fintech) 0.57 28,000.00 2.6

Accolades

  • Vinay has been thrice awarded as “Best Fund Manager” for featuring amongst top 10 Fund Managers in India by Outlook Business-Value Research Study.
  • Invesco Multicap Fund, managed by him for almost 10 years was also awarded “Lipper Best Fund” by Thomson Reuters.

Conclusion

As the article showcased all the necessary information regarding vinay paharia. He is one of the best portfolio manager in the country.