Investments are cherry-picked from the portfolio of companies that Unifi manages across its six distinct funds.
+11.85%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
07 Jun '17
Total AUM
₹14,241.73Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity101.0%
Equity market cap split
Small Cap46.0%
Large Cap37.0%
Mid Cap18.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
EP
E. Prithvi Raj
Fund Manager
View details
About
Fund Manager - E. Prithvi Raj. The fund cherry picks the best businesses from across seven thematic funds that Unifi manages. The mandate is to participate in opportunities that arise from a mix of emergent themes, corporate actions and attractiveness of core fundamentals. The fund aims to thrive through market cycles and helps cutting down the investors switching cost and effort in migrating between different funds over time.
Investment philosophy
Selects businesses from emergent themes, corporate actions, and strong core fundamentals.