Overview
Fund Type: Open-ended dynamic equity scheme.
Objective: Long-term capital appreciation by actively managing a diversified equity portfolio across large, mid, and small-cap stocks. Very high (as per SEBI Risk-o-meter).
Fund Manager: Saravanan V N (CIO), along with Aejas Lakhani (equity), Karthik Srinivas (debt), and Aman Reddy Kakani (overseas).
Benchmark: Nifty 500 TRI (Total Return Index) is chosen for its broad representation of the equity market. This index has given a 5-year CAGR of 24.9% and a 10-year CAGR of 12.5%.
Investment Strategy
Exit Load will be 1% of NAV if the investor exits within 12 months and Nil after 12 months.
Minimum Investment: During the NFO, the minimum lump sum investment required is ₹5,000 and in multiples of ₹1 thereafter. On a continuous basis, fresh lump sum purchases also start at ₹5,000, while SIPs can begin from ₹500.
About Unifi Mutual Fund
Unifi was established in 2001, and Unifi Mutual Fund is an asset management company backed by Unifi Capital, known for its niche investment strategies and strong research-driven approach. The fund house emphasises long-term wealth creation through thematic and bottom-up stock selection strategies. With a philosophy of focused vision and limited funds, the company emphasises simplicity. There are currently two funds, namely Unifi Dynamic Asset Allocation Fund and the Unifi Flexi Cap Fund, for which the NFO opens on May 19th. Unifi’s investment philosophy is rooted in high governance standards and active management tailored for discerning investors. The AMC is headquartered in Chennai and brings over two decades of expertise from its alternate investment and PMS heritage.
Website: www.unifimf.com
Disclaimer: This content is for educational purposes only; please conduct your own research and consult with a qualified investment advisor before making any investment decisions.
Research: Joshwa Joji
LinkedIn: http://linkedin.com/in/jjoji
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