UNIFI Capital Pvt. Ltd. BC – AD PMS

KEY PORTFOLIO ATTRIBUTES #

Year of Inception 01-May-2018
Number of Stocks -
Alpha (1Y)
Beta (1Y)

About UNIFI Capital

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.

Investment Objective

The objective of Unifi BC-AD Fund is to have an investment focus on growth oriented companies in specific sectors which are leading the migration of market share from unorganised players to organised players. As India’s economy grows rapidly in scale and sophistication, several sectors are positioned to change dramatically over the next decade. Certain powerful trends are driving the shift in the balance of competitive advantage in favour of organized businesses.

Unifi Capital actively manages seven bottom up equity approaches that sift through opportunities across the breadth of the markets. Across the funds, the mandate is to participate in opportunities that arise from a mix of emergent themes, corporate actions and of course attractiveness of core fundamentals. The objective of all the respective funds under management is to deliver superior risk adjusted returns from an absolute perspective.

Investment Philosophy

Unifi BC-AD Fund PMS follows a Fundamentally Driven philosophy. This is a buy & hold strategy where investments are based on sustained growth of the Indian economy. Here, the time frame is 2-3 years.

UNIFI provides PMS services that have all thematic portfolios. As always, markets fancy few sectors that have done well in the past ignoring the rest.

India’s economy has a high proportion of unorganised businesses which are estimated to account for about 35% of the GDP. As the economy grows in size from the current $ 2.6 Tn to $ 5 Tn over the next decade, it will traverse certain social, technology, scale, legal, taxation and regulatory changes. These changes are likely to challenge the current business models of unorganized players in certain sectors. As a result, well established organized players in such sectors will gain market share along with improving margins, potentially generating very high earnings growth. The BC-AD fund has been structured to benefit from this imminent migration of market share from the unorganised segment to organised players. The fund would be investing in well-established organised players who would be gaining market share from the unorganised players thus posting higher revenue growth rate than that of their industry. The high top line growth along with the benefits of operating leverage would help them record a superior earnings trajectory over the next decade.

Awards & Achievements

• In 2023, Unifi Capital Blended Rangoli PMS was awarded Rank #1 as the Best PMS in the Multi Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2023, Unifi Capital Blended Rangoli PMS was awarded the Fastest Wealth Creating PMS in the Multi Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
UNIFI BCAD5.50%2.30%17.46%41.46%20.53%24.28%21.67%-17.60%
BSE 500 TRI3.44%6.05%25.01%38.63%20.19%20.46%18.21%-15.58%

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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