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APJ 20

Unifi Capital Pvt Ltd
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
2 September 2015
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The investment objective of this Fund is to generate enhanced absolute returns while maintaining a below-average risk profile over a five-year investment horizon. The strategy employs a thematic approach, identifying sectors poised for significant expansion driven by India's evolving economic landscape and supportive policy environment. The fund manager, APJ 20, will allocate capital to companies demonstrating mature operational capabilities and a strong potential to capitalize on these projected growth drivers.

Investment Objective

The Investment Strategy aims to generate robust, risk-adjusted returns over a five-year investment horizon. Our approach is thematic, identifying sectors poised for significant expansion driven by India's evolving economic and policy landscape. The portfolio will selectively invest in companies demonstrating a mature operational framework and positioned to capitalize on these identified growth drivers.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.09% -0.24% -0.85%
3 MONTHS 2.58% 5.02% -2.44%
6 MONTHS -2.12% 1.63% -3.75%
1 YEAR -1.00% 7.63% -8.63%
2 YEAR 6.24% 11.64% -5.40%
3 YEAR 20.13% 16.40% 3.73%
5 YEAR 21.32% 16.82% 4.50%
SINCE INCEPTION 20.65% 14.77% 5.88%

Calendar Year Performance

Year Return
CY 2025 -1.00%
CY 2024 14.03%

Financial Year Performance

Year Return
FY 26_YTD 13.87%
FY 25 4.72%

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

Fund Managers

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).

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
10 Yrs, 3 Months
sip
Available
stp
Available

Fee Structure

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

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. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)