Unifi Capital P Ltd

Equity, Debt · 14 investment approaches

Total AUM

₹15.6K Cr

Years Active

22.7

AUM Change (3M)

+7.8%

AUM Change (1Y)

-24.6%

Min Investment

₹50L

Schemes

14

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
HOLDCO	Equity	₹5 Cr	+17.88%	+63.83%	+24.45%	+24.37%	3.17
GREEN STRATEGY	Equity	₹35 Cr	+3.67%	+35.32%	+41.23%	+16.74%	-
DVD	Equity	₹66 Cr	+6.29%	+14.48%	+26.17%	+18.05%	-
High Yield Strategy(Alternate Debt/EAF)	Debt	₹3 Cr	+1.32%	+11.92%	+9.59%	+11.96%	1.60
HIGH YIELD STRATEGY	Debt	₹364 Cr	+1.10%	+8.62%	+9.23%	+9.16%	-
SPIN OFF NEW	Equity	₹3 Cr	+7.01%	+3.36%	+24.80%	+11.75%	-
INDIVIDUALLY MANAGED ACCOUNTS	Equity	₹183 Cr	+6.29%	+2.40%	-	+9.98%	-0.25
OTHERS DEBT	Debt	₹200 Cr	+0.52%	+1.65%	+8.15%	+11.89%	0.26
OTHERS EQUITY	Equity	₹105 Cr	+3.55%	+0.85%	+6.36%	+11.78%	-
APJ (Formerly known as APJ 20)	Equity	₹900 Cr	+5.42%	-1.34%	+14.06%	+19.71%	0.67
INSIDER SHADOW STRATEGY	Equity	₹88 Cr	+3.30%	-1.82%	+7.26%	+13.72%	0.27
BLENDED- RANGOLI	Equity	₹11.4K Cr	+4.25%	-5.53%	+9.88%	+17.60%	0.42
BCAD BREAKOUT 20	Equity	₹1.9K Cr	+4.51%	-7.06%	+9.03%	+10.76%	0.37
BCAD	Equity	₹231 Cr	+3.93%	-8.33%	+8.05%	+12.81%	0.35

High Yield Strategy(Alternate Debt/EAF)

HIGH YIELD STRATEGY

INDIVIDUALLY MANAGED ACCOUNTS

APJ (Formerly known as APJ 20)

INSIDER SHADOW STRATEGY

BLENDED- RANGOLI

BCAD BREAKOUT 20