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1yr3yr5yrSince Inception
Unifi Blended Rangoli37.527.128.816.3
S&P BSE 500 TRI26.620.417.613.4
Alpha over Broad Mkt BM10.96.711.22.9
Nifty 50025.819.316.2
Alpha over Category BM11.77.812.6

Performance as of: 31-Dec-23 | Inception Date: 07-Jun-17

Portfolio Allocation

No of StocksLarge-CapMid-capSmall-capCash
3027430

Fee Structure

Fee StructureFee
Fixed Fee Structure2
Variable Fee Structures1.5% fixed + 20% above 10% hurdle
Exit Fees

Baidik Sarkar | 4-star rated FM

Fund Manager | 17 yrs Experience | 16 yrs at current firm

Past Experience: Unifi (Corporate Finance), PWC (Strategy Consultant)

Baidik has been with Unifi for over a decade, with core responsibilities of research in the IT, real-estate and the agricultural sectors and assisting the CIO in managing the spin-off and APJ funds.

Sarath K Reddy | 5-star rated FM

CIO | 34 yrs Experience | 23 yrs at current firm

Past Experience: Navia Markets (MD), Stan C (Manager)

Having started his career with Standard Chartered Bank, Sarath founded Unifi Capital in 2001 and has since built the company into one of the leading PMS providers in India. As CIO, he works closely with his investment team to deliver outperformance on Unifi PMS strategies.