Track - record

This document contains updated performance data relating to all PMS - Investment Approaches. It presents Unifi’s credentials covering investment philosophy, history, key people and process.


Unifi Capital Track - record (Click for detailed Presentation)


Performance Updated Dec 21
Investment Approaches 1 Year 1 Year Bench Mark 3 Years 3 Year Bench Mark 5 Years 5 Year Bench Mark Date of Inception Since Inception Investment Approaches Since Inception Benchmark Since Inception Nifty Index - for reference Benchmark Index
Type TWRR TWRR TWRR TWRR
Unifi Blended - Rangoli 53.93% 39.18% 35.81% 17.38% NA 15.73% Jun/17 26.93% 12.14% 13.67% S&P BSE Midcap
Unifi BCAD* 54.39% 39.18% 27.20% 17.38% NA 15.73% Apr/18 21.21% 11.16% 14.06% S&P BSE Midcap
Unifi Insider Shadow* 56.51% 39.18% 32.08% 17.38% 26.84% 15.73% May/10 17.13% 11.82% 11.17% S&P BSE Midcap
Unifi DVD* 32.07% 39.18% 25.52% 17.38% 19.91% 15.73% Dec/12 25.94% 15.05% 12.64% S&P BSE Midcap
Unifi Holding Co* 29.46% 30.11% 12.94% 17.86% 16.32% 16.63% May/14 23.75% 13.32% 12.09% S&P BSE 500
Unifi APJ 20* 63.66% 39.18% 39.64% 17.38% 27.34% 15.73% Sep/15 26.10% 14.62% 13.65% S&P BSE Midcap
Unifi Green Fund* 68.50% 62.77% 29.61% 26.05% NA 19.59% Jan/17 18.49% 18.34% 15.85% S&P BSE Smallcap
Unifi High Yield Fund** 11.53% NA 13.94% NA 13.27% NA Apr/13 13.82% Absolute returns Absolute returns Absolute returns

Performance data disclosed hereabove is net of fees.

* Investment approaches closed for subscription

Returns over 1 year period are annualized.

TWRR - Time Weighted Rate of Return

**Returns are post all expenses including management & performance fees. No load applicable if redeemed after six months.

Disclaimer : Performance related information provided herein is not verified by SEBI.