Unifi Mutual Fund has announced the launch of Unifi Flexi Cap Fund, an open-ended equity scheme that has the flexibility to invest across large-cap, mid-cap, and small-cap stocks. The scheme is aligned with Unifi’s Growth at a Reasonable Price (GARP) based investment philosophy.
The new fund offer or NFO of the scheme is open for subscription and will close on May 30.
The Unifi Flexi Cap Fund follows a seasoned investment and portfolio construction framework, ensuring a balance between active bottom-up positions and index mindfulness. The fund ultimately builds a diversified portfolio of 50-70 stocks, maintaining a 3–5-year investment outlook while balancing bottom-up active positions with benchmark mindfulness.
The scheme will be anchored to investing in growth businesses and will be consensus-agnostic. The scheme strives to adopt a prudent sell-discipline on achieving objective or fundamental thesis change as part of its on-going portfolio management.
Nifty 500 will be the primary universe for the fund from which 75% or more of the portfolio constituents will be selected. The next 500-750 companies would also be pursued tactically to capitalise on emerging sectors, trends and companies. Through rigorous research, the selection is narrowed down to 100-120 companies, focusing on earnings growth, leadership, and valuation comfort.
The fund does not rigidly adhere to market cap classifications but instead gravitates toward stocks with the most compelling risk-reward profiles, ensuring diversified exposure to large-cap, mid-cap, and small-cap opportunities.
The fund will be managed by V. N. Saravanan (CIO & Fund Manager), Aejas Lakhani (Fund Manager – Equity), Karthik Srinivas (Fund Manager – Debt), and Aman Reddy (Fund Manager – Foreign Investments). The performance of the fund will be benchmarked against Nifty 500 TRI.
The minimum investment amount for lumpsum is Rs 5,000 and in multiples of Re 1 thereafter. The minimum amount for SIP investment is Rs 500 and in multiples of Re 1.
The scheme will allocate 65-100% in equities and equity related instruments, 0-35% in debt securities and money market instruments, and 0-10% in units issued by REITs & InvIT’s.
“The Flexicap fund is our singular offering in the equity segment and enables us to stay focused on achieving long-term capital appreciation. Our portfolio construction approach would be to typically have 40 to 60 positions across 5 or more sectors offering growth tailwinds and reasonable valuations. We aim to strike the right balance between bottom-up stock selection and being mindful of the benchmark,” said Saravanan V N, CIO, Unifi Mutual Fund.
Unifi Mutual Fund launched their first fund – Unifi Dynamic Asset Allocation Fund – two months ago and it already has an AUM of Rs. 600 crores. The Flexicap Fund is the second of three funds that they intend to launch in their initial phase, according to a press release.
The new fund offer or NFO of the scheme is open for subscription and will close on May 30.
The Unifi Flexi Cap Fund follows a seasoned investment and portfolio construction framework, ensuring a balance between active bottom-up positions and index mindfulness. The fund ultimately builds a diversified portfolio of 50-70 stocks, maintaining a 3–5-year investment outlook while balancing bottom-up active positions with benchmark mindfulness.
The scheme will be anchored to investing in growth businesses and will be consensus-agnostic. The scheme strives to adopt a prudent sell-discipline on achieving objective or fundamental thesis change as part of its on-going portfolio management.
Nifty 500 will be the primary universe for the fund from which 75% or more of the portfolio constituents will be selected. The next 500-750 companies would also be pursued tactically to capitalise on emerging sectors, trends and companies. Through rigorous research, the selection is narrowed down to 100-120 companies, focusing on earnings growth, leadership, and valuation comfort.
The fund does not rigidly adhere to market cap classifications but instead gravitates toward stocks with the most compelling risk-reward profiles, ensuring diversified exposure to large-cap, mid-cap, and small-cap opportunities.
The fund will be managed by V. N. Saravanan (CIO & Fund Manager), Aejas Lakhani (Fund Manager – Equity), Karthik Srinivas (Fund Manager – Debt), and Aman Reddy (Fund Manager – Foreign Investments). The performance of the fund will be benchmarked against Nifty 500 TRI.
The minimum investment amount for lumpsum is Rs 5,000 and in multiples of Re 1 thereafter. The minimum amount for SIP investment is Rs 500 and in multiples of Re 1.
The scheme will allocate 65-100% in equities and equity related instruments, 0-35% in debt securities and money market instruments, and 0-10% in units issued by REITs & InvIT’s.
“The Flexicap fund is our singular offering in the equity segment and enables us to stay focused on achieving long-term capital appreciation. Our portfolio construction approach would be to typically have 40 to 60 positions across 5 or more sectors offering growth tailwinds and reasonable valuations. We aim to strike the right balance between bottom-up stock selection and being mindful of the benchmark,” said Saravanan V N, CIO, Unifi Mutual Fund.
Unifi Mutual Fund launched their first fund – Unifi Dynamic Asset Allocation Fund – two months ago and it already has an AUM of Rs. 600 crores. The Flexicap Fund is the second of three funds that they intend to launch in their initial phase, according to a press release.
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