Unique - Strategic Fund

EQUITY FLEXI CAP

Aims to preserve and grow client wealth through a disciplined approach and a set of values.

+29.86%

3Y annualised returns

+14.17%

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

Launch date

20 Dec '19

Total AUM

₹1,517.09Cr

Min. investment

₹1,00,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.8%

Cash1.1%

Equity market cap split

Small Cap53.9%

Large Cap24.4%

Mid Cap2.3%

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

SK
Sunil Kothari
Fund Manager & Chartered Accountant
View details

About

Sunil has 30+ years of investing experience in Indian capital markets. He has a bottom-up investment style. His forte lies in mid-cap and small-cap companies. 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

Over 30 years of investing experience in Indian capital markets.

Investment philosophy

Specializes in bottom-up investing with a focus on mid-cap and small-cap companies.

Previously worked at