Unifi Capital Pvt Ltd

Unifi Capital Pvt Ltd

AUM (Cr.)

20553.45

No. of Clients

9603

No. of Investment Approach

8

As On

31 January 2024

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 Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Blended Rangoli
FLEXICAP 37.50% 15.53% 27.07% 28.82% 12 Jun, 2017
BCAD
MID CAP 38.93% 14.89% 24.52% 22.24% 01 May, 2018
HOLDING CO
MULTI CAP 31.79% 16.44% 20.63% 14.32% 11 May, 2014
APJ 20
MID CAP 55.59% 21.46% 32.33% 32.76% 02 Sep, 2015
Insider Shadow
MID CAP 34.38% 13.74% 24.06% 23.89% 01 May, 2010
BCAD2: Breakout 20
MID CAP 35.83% ND NA NA 14 Jan, 2022

* Returns are as on 31 January 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Umbrella Blend Fund 2
CAT III - LONG ONLY 34.63% 16.62% NA NA Jun 2021
BCAD
CAT III - LONG ONLY 32.56% NA NA NA Aug 2022

* All performance above are as on 31st January 2024  * 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.