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Unifi Capital Pvt Ltd – Portfolio Management Services (PMS)

UNIFI Capital, a specialized Portfolio Management company offering innovative investment strategies with superior risk adjusted returns. Thematic investment styles are designed around niche investment opportunities that exist in the Indian capital markets. Usually such specialties offer limited scope for scale-up in terms of the capital and deploy effectively. The focus is always upon discovering and taking advantage of an insight that can provide the edge, and then adding layers of research and due diligence to construct a portfolio. Unifi is essentially a value investor in growth businesses, place Value first but always also demand growth potential in a business portfolio holds. Unifi believe that stock performance, particularly in mid and small firms, needs a catalyst; and often the best catalyst is an attractive price combined with growth.

AUM (₹ Cr)

19888.47

Clients

9234

Strategies

7

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Unifi Capital Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Blended Rangoli Multi Cap & Flexi Cap 0.42% 13.75% 17.72% Jun 2017
BCAD Mid Cap 2.78% 13.61% 16.32% Apr 2018
APJ 20 Mid Cap -1.00% 20.13% 21.32% Sep 2015
Insider Shadow Mid Cap -4.86% 9.71% 14.68% May 2010
BCAD2 Breakout 20 Mid Cap -0.87% 13.34% — Jan 2022

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Unifi Capital Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Umbrella Blend Fund 2

Flexi Cap 3.11% 12.21% — Jun 2021

BCAD

Flexi Cap 0.86% — — Aug 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Baidik Sarkar

Fund Manager

Baidik is a Chartered Accountant with over 12 years of experience in consulting, corporate finance and equity research. Mr. Baidik Sarkar has been with UNIFI for last 10 years and currently handles equity research across IT, real-estate and the agricultural sector and also assists the CIO in managing the company’s Spin-Off and APJ fund. Prior to UNIFI, Mr. Baidik worked as a Strategy Consultant with the Government Reforms and Institutional Development arm of PricewaterhouseCoopers -PWC.

Mr E Prithvi Raj

Fund Manager

Prithvi has more than 8 years of experience in equity research and corporate finance. At Unifi, he manages the company’s flagship Blended Rangoli. In addition, he also tracks investment opportunities across Consumption, Oil & Gas, and Infrastructure sectors. Prior to this, he has worked as an analyst at a boutique investment bank during which he handled the corporate finance transactions for infrastructure projects. Prithvi holds an MBA degree from the Great Lakes Institute of Management, and he is an Electronics and Communication Engineer

Mr. Sarath K Reddy

CIO

In a career spanning 25 years, Mr. Sarath Reddy has to lead a variety of functions in the field of Investments. Having started his career in Mumbai with Standard Chartered Bank, he took the first opportunity that came along to turn into an entrepreneur. Mr. Sarath Reddy along with a highly experienced team of professionals founded Unifi Capital in 2001. As a Chief Investment Officer, he works very closely with the research analysts and fund management team to deliver unmatched performance.

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Regulatory Information

SEBI Registration: INP000000613

Registered Office: No 11, Kakani Towers,15 Khader Nawaz Khan Rd,Chennai,Tamil Nadu,India-600006

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)