UNIFI Capital Blended Rangoli PMS Portfolio

The objective of Unifi Blended – Rangoli fund is that it cherry picks the best opportunities from across seven thematic funds that Unifi PMS manages. The mandate of Unifi Blended PMS is to participate in opportunities that arise from a mix of emergent themes, corporate actions and attractiveness of core fundamentals.

Unifi Rangoli PMS aims to thrive through market cycles and helps cutting down the investors switching cost and effort in migrating between different funds over time.

Unifi Capital PMS 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.

Unifi Capital follows 2 investment philosophies:

• Opportunistic Investing: Under Unifi PMS, the investments are based on the occurrence of specific corporate events and the time frame is 3-18 months.

• Fundamentally Driven: 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 Blended-Rangoli Fund PMS follows a mix of both above mentioned philosophies.

Value creation requires a mental model which goes beyond the obvious. It requires a meticulous mind-set which is able to sift through reams of information and assimilate only that which is relevant in identifying value accretive opportunities. Metaphorically this could be compared to searching the proverbial needle in a haystack. This fund investment strategy will be to pick best opportunities from the investment themes being followed across all offerings of Unifi Capital.