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Unifi Capital Pvt Ltd – Portfolio Management Services (PMS)

UNIFI Capital is a dedicated Portfolio Management service provider recognized for its distinct investment methodologies aimed at delivering enhanced risk-adjusted returns. Our approach centers on thematic investment styles, strategically targeting unique opportunities within the Indian capital markets. These specialized strategies often operate within a concentrated scope, prioritizing capital efficiency and effective deployment. Our primary objective is to identify and leverage proprietary insights that offer a competitive advantage, underpinned by rigorous research and thorough due diligence in portfolio construction. Essentially, UNIFI operates as a value investor in businesses exhibiting strong growth potential, emphasizing value creation while concurrently seeking demonstrable growth prospects within our portfolio holdings. We firmly believe that stock appreciation, especially in mid and small-cap segments, necessitates a catalytic event; frequently, this catalyst is an appealing valuation coupled with robust growth prospects.

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

Mr. Baidik Sarkar is a Chartered Accountant bringing over 12 years of professional experience across consulting, corporate finance, and equity research. He has been a part of UNIFI for the past decade, currently focusing on equity research for the IT, real estate, and agricultural sectors. In addition to his research responsibilities, he supports the Chief Investment Officer in the management of the company's Spin-Off and APJ funds. Before joining UNIFI, Mr. Sarkar served as a Strategy Consultant within the Government Reforms and Institutional Development division of PricewaterhouseCoopers (PwC).

Mr E Prithvi Raj

Fund Manager

Prithvi brings over eight years of expertise in equity research and corporate finance. Currently, at Unifi, he is responsible for overseeing the management of the firm's premier Blended Rangoli strategy. His investment coverage extends to opportunities within the Consumption, Oil & Gas, and Infrastructure industries. Previously, Prithvi served as an analyst at a specialized investment bank, where he was involved in executing corporate finance transactions for infrastructure developments. He holds an MBA from Great Lakes Institute of Management and is an Electronics and Communication Engineer.

Mr. Sarath K Reddy

CIO

With a quarter-century of experience in the investment sector, Mr. Sarath Reddy possesses a proven track record across diverse functional areas. He commenced his professional journey in Mumbai with Standard Chartered Bank before embracing an entrepreneurial path. In 2001, Mr. Sarath Reddy co-established Unifi Capital with a seasoned group of industry experts. In his capacity as Chief Investment Officer, he collaborates extensively with the research and fund management teams to achieve exceptional performance outcomes.

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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 page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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