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Unifi Capital Pvt Ltd
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 May 2010
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

A dynamic universe of publicly listed entities is meticulously curated and regularly refreshed. This selection process identifies companies where the promoter's beneficial ownership is incrementally expanding through open market purchases or participation in share repurchase programs. All such transactions are fully disclosed to regulatory bodies. The underlying rationale for these promoter actions is typically perceived undervaluation of the company's stock or anticipation of future business performance enhancements that have not yet been fully incorporated into the prevailing market valuation.

Investment Objective

The investment approach aims to achieve enhanced risk-adjusted returns relative to the broader market. This is accomplished by allocating capital to companies with strong fundamental profiles that have either engaged in share buybacks or whose promoters have increased their holdings through market purchases.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.73% -0.24% -0.49%
3 MONTHS 2.30% 5.02% -2.72%
6 MONTHS -1.48% 1.63% -3.11%
1 YEAR -4.86% 7.63% -12.49%
2 YEAR 1.06% 11.64% -10.58%
3 YEAR 9.71% 16.40% -6.69%
5 YEAR 14.68% 16.82% -2.14%
SINCE INCEPTION 14.21% 13.08% 1.13%

Calendar Year Performance

Year Return
CY 2025 -4.86%
CY 2024 7.35%

Financial Year Performance

Year Return
FY 26_YTD 8.55%
FY 25 -3.16%

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

Fund Managers

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.

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
0
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
15 Yrs, 7 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1.00%

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)