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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.

Unifi Capital Track - Record (click for detailed presentation)

Performance Updated as on 30 April 2022

Investment Approaches Type

Unifi Blended – Rangoli

TWRR

UNIFI S&P BSE Midcap

1 Year

33.64% 20.21%

3 Years

34.97% 17.92%

5 Years

NA 10.54%

TWRR since inception (2017)

24.25% 10.77%

Date of Inception

Jun 2017

Investment Approaches Type

Unifi BCAD

TWRR

UNIFI S&P BSE Midcap

1 Year

32.10% 20.21%

3 Years

22.43% 17.92%

5 Years

NA 10.54%

TWRR since inception (2018)

16.19% 9.59%

Date of Inception

Apr 2018

Investment Approaches Type

Unifi BCAD2: Breakout 20

TWRR

UNIFI S&P BSE Midcap

1 Month

3.31% 1.29%

3 Months

2.51% -0.79%

6 Months

NA -3.40%

TWRR since inception (2022)

0.79% -6.18%

Date of Inception

Jan 2022

Investment Approaches Type

Unifi Insider Shadow*

TWRR

UNIFI S&P BSE Midcap

1 Year

36.56% 20.21%

3 Years

31.14% 17.92%

5 Years

21.11% 10.54%

TWRR since inception (2010)

16.60% 11.27%

Date of Inception

May 2010

Investment Approaches Type

Unifi Holding Co*

TWRR

UNIFI S&P BSE 500

1 Year

14.08% 19.62%

3 Years

12.41% 15.48%

5 Years

8.40% 12.66%

TWRR since inception (2014)

22.23% 12.58%

Date of Inception

May 2014

Investment Approaches Type

Unifi APJ 20*

TWRR

UNIFI S&P BSE Midcap

1 Year

26.67% 20.21%

3 Years

34.40% 17.92%

5 Years

18.95% 10.54%

TWRR since inception (2015)

22.61% 13.47%

Date of Inception

Sep 2015

Investment Approaches Type

Unifi Green*

TWRR

UNIFI S&P BSE Smallcap

1 Year

33.32% 32.03%

3 Years

28.89% 25.06%

5 Years

14.97% 13.23%

TWRR since inception (2017)

16.49% 16.46%

Date of Inception

Jan 2017

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. No load applicable if redeemed after six months.

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

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