Investment Philosophy
Unifi Capital follows a distinctive, theme-led investment philosophy centered on capturing high-growth opportunities with disciplined risk management:
- Theme-Based Investing
Focus on identifying structural economic themes and building portfolios around long-term growth drivers.
- Mid & Small Cap Focus
Strong emphasis on under-researched companies with high growth potential and scalability.
- Bottom-Up Stock Selection
Investment decisions are driven by deep company-level research within identified themes.
- High-Conviction Portfolio Construction
Maintains focused portfolios with meaningful exposure to best ideas.
- Growth-Oriented Approach
Targets businesses with strong earnings visibility and long-term expansion potential.
- Active Portfolio Management
Continuous monitoring and rebalancing based on evolving business and market dynamics.
- Risk Management Discipline
Focus on managing downside risks through careful stock selection and portfolio oversight.
- Long-Term Wealth Creation
Emphasis on compounding returns by staying invested through market cycles.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
APJ (Formerly known as APJ 20)
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Unifi Capital P Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹900.47 | 5.42 | 19.26 | 0.81 | -1.34 | 3.00 | 14.06 | 18.94 | 13.71 | 19.71 |
| Benchmark | NA | 1.73 | 12.10 | -3.53 | -1.96 | 1.52 | 12.53 | 15.29 | 12.21 | 13.67 |
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