PMS AUM (in Rs. Cr)
8136

No. of PMS Products
9

No. of AIF Products
1

Data as of
31 August 2023

Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk adjusted returns. The core team at Unifi has on average 20+ years of experience in capital markets. At Unifi, they continuously focus on Relationships and offer personalized services to each client. Unifi’s remarkable seventeen year performance record is marked by each fund consistently outperforming respective benchmarks over the years. A strong in-house research team and high levels of service, supported by continuity in relationships is Unifi’s promise to its clients.

PMS Product Performance

Company Name /
Product Name
Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
UNIFI BCAD Mid & Small Cap01 May 2018-20.41%11.41%26.72%16.49%-16.19%
UNIFI BCAD2: Breakout 20 Mid & Small Cap-18.85%----16.93%
UNIFI Blended Fund-Rangoli Mid & Small Cap12 Jun 2017813617.41%10.96%28.83%22.69%-21.86%

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
UNIFI BCAD 01 May 2018-20.41%11.41%26.72%16.49%-16.19%
UNIFI BCAD2: Breakout 20 -18.85%----16.93%
UNIFI Blended Fund-Rangoli 12 Jun 2017813617.41%10.96%28.83%22.69%-21.86%

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