Unifi Capital Pvt Ltd

Unifi Capital Pvt Ltd

AUM (Cr.)

7153.88

No. of Clients

3503

No. of Strategy

8

As On

30 June 2021

UNIFI Capital, a specialized Portfolio Management company offering innovative investment strategies with superior risk adjusted returns. Thematic investment styles are designed around niche investment opportunities that exist in the Indian capital markets. Usually such specialties offer limited scope for scale-up in terms of the capital and deploy effectively. The focus is always upon discovering and taking advantage of an insight that can provide the edge, and then adding layers of research and due diligence to construct a portfolio. Unifi is essentially a value investor in growth businesses, place Value first but always also demand growth potential in a business portfolio holds. Unifi believe that stock performance, particularly in mid and small firms, needs a catalyst; and often the best catalyst is an attractive price combined with growth.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
UNIFI - BLENDED FUND - RANGOLI
MID CAP 94.17% 46.56% 30.52% NA 12 Jun, 2017
UNIFI - BCAD
MID CAP 64.64% 30.47% 17.95% NA 01 May, 2018
UNIFI - DVD
MID CAP 76.81% 38.80% 24.70% 21.34% 04 Dec, 2012
UNIFI - HOLDING CO
MULTI CAP 57.34% 17.82% 8.40% 18.80% 11 Jul, 2014
UNIFI - SPIN OFF
MID CAP 91.71% 29.58% 16.52% 18.30% 19 Nov, 2014
UNIFI - APJ 20
MID CAP 118.58% 54.37% 30.02% 24.71% 02 Sep, 2015
UNIFI - GREEN FUND
SMALL CAP 107.30% 43.82% 17.65% NA 23 Jan, 2017
UNIFI - Insider Shadow
MID CAP 98.39% 40.70% 26.52% 23.32% 01 May, 2010

* All performance above are as on 30th Jun 2021  * Above 1 year returns are in CAGR 

Portfolio Manager Profile

Mr. Baidik Sarkar

Mr. Baidik Sarkar

Fund Manager

Mr. Sarath K Reddy

Mr. Sarath K Reddy

CIO

Mr. Saravanan V N

Mr. Saravanan V N

Fund Manager

AMC Registered Address

No 11, Kakani Towers,15 Khader Nawaz Khan Rd,Chennai,Tamil Nadu,India-600006
SEBI Reg No : INP000000613

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.