Unique - Focused Fund

EQUITY FLEXI CAP

Aims to preserve and grow client wealth through a disciplined, value-based approach. Aligns interests by co-investing with clients.

+12.44%

3Y annualised returns

+14.17%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

20 Dec '19

Total AUM

₹871.20Cr

Min. investment

₹1,00,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.3%

Cash1.7%

Equity market cap split

Large Cap46.6%

Small Cap44.4%

Mid Cap8.6%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹1,00,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

KG
Ketan Gopani
Fund Manager & Investor
View details

About

Ketan has been an investor in Indian capital markets with ~35 years of experience in investing. His forte lies in identifying quality growth companies and holding them for very long. Previously, he was a Partner at Unique Investment Consultancy, a sub-broker with GEPL Capital for 20+ years. He is a qualified Chartered Accountant.

Experience

Around 35 years of experience investing in Indian capital markets.

Investment philosophy

Identifying and holding quality growth companies for long-term investment.

Previously worked at