Built on a foundation of
bottom-up investment
experience and client service.
Balanced Advantage Fund
AUM
300 Cr
Skin in the game
50 Cr
Risk
High
Relatively stable and predictable returns
Flexi Cap Fund
AUM
300 Cr
Skin in the game
50 Cr
Risk
High
For aggressive high returns with high volatility
*Asset allocations as on 30 Aug 2024
OUR INVESTMENT PHILOSOPHY
Understand how Unifi’s principles- what we seek and will not invest in- result in durable long-term investment performance.
UNDERSTANDING UNIFI
Learn about Unifi’s founding purpose, and the organisational values that enable us to create high-quality mutual funds.
DISTRIBUTOR HUB
We believe a deep partnership between the fund manager and wealth advisor is essential for long-term client success.