- Why Unifi
- Our 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 processes.
Performance Updated as on 31 March 2024
Investment Approaches Type
Unifi Blended – Rangoli
|
TWRR |
|
| UNIFI | S&P BSE 500 TRI |
|
1 Year |
|
| 37.75% | 40.16% |
|
3 Years |
|
| 23.99% | 19.30% |
|
5 Years |
|
| 26.83% | 17.40% |
|
TWRR since inception (2017) |
|
| 22.19% | 15.17% |
Date of Inception
Jun 2017Investment Approaches Type
Unifi BCAD
|
TWRR |
|
| UNIFI | S&P BSE 500 TRI |
|
1 Year |
|
| 39.32% | 40.16% |
|
3 Years |
|
| 23.07% | 19.30% |
|
5 Years |
|
| 20.11% | 17.40% |
|
TWRR since inception (2018) |
|
| 16.81% | 15.16% |
Date of Inception
Apr 2018Investment Approaches Type
Unifi BCAD2: Breakout 20
|
TWRR |
|
| UNIFI | S&P BSE 500 TRI |
|
6 Months |
|
| 9.19% | 17.40% |
|
1 Year |
|
| 38.20% | 40.16% |
|
2 Years |
|
| 21.15% | 17.84% |
|
TWRR since inception (2022) |
|
| 18.29% | 13.39% |
Date of Inception
Jan 2022Investment Approaches Type
Unifi Insider Shadow*
|
TWRR |
|
| UNIFI | S&P BSE 500 TRI |
|
1 Year |
|
| 36.57% | 40.16% |
|
3 Years |
|
| 19.82% | 19.30% |
|
5 Years |
|
| 21.53% | 17.40% |
|
TWRR since inception (2010) |
|
| 15.75% | 13.40% |
Date of Inception
May 2010Investment Approaches Type
Unifi Holding Co*
|
TWRR |
|
| UNIFI | S&P BSE 500 TRI |
|
1 Year |
|
| 44.00% | 40.16% |
|
3 Years |
|
| 18.74% | 19.30% |
|
5 Years |
|
| 14.77% | 17.40% |
|
TWRR since inception (2014) |
|
| 21.76% | 14.98% |
Date of Inception
May 2014Investment Approaches Type
Unifi APJ 20*
|
TWRR |
|
| UNIFI | S&P BSE 500 TRI |
|
1 Year |
|
| 46.06% | 40.16% |
|
3 Years |
|
| 27.01% | 19.30% |
|
5 Years |
|
| 29.03% | 17.40% |
|
TWRR since inception (2015) |
|
| 22.91% | 15.56% |
Date of Inception
Sep 2015*Investment approach closed for subscription
Performance data disclosed hereabove is net of Management and Performance fees.
TWRR - Time Weighted Rate of Return
Returns are post all expenses including management & performance fees.
Disclaimer : Performance related information provided herein is not verified by SEBI.
For the relative performance of a particular Investment Approach to other Portfolio Managers within the selected strategy, please refer APMI website (click here).
Under PMS Provider Name, please select Unifi Capital and select your Investment Approach Name for viewing the stated disclosure.
The data for the previous month is usually available on the APMI portal on or after the 7th business day of the current month.
