- 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 28 February 2023
Investment Approaches Type
Unifi Blended – Rangoli
|
TWRR |
|
| UNIFI | S&P BSE Midcap |
|
1 Year |
|
| 2.73% | 3.44% |
|
3 Years |
|
| 30.94% | 18.29% |
|
5 Years |
|
| 18.41% | 7.84% |
|
TWRR since inception (2017) |
|
| 20.19% | 8.93% |
Date of Inception
Jun 2017Investment Approaches Type
Unifi BCAD
|
TWRR |
|
| UNIFI | S&P BSE Midcap |
|
1 Year |
|
| 1.91% | 3.44% |
|
3 Years |
|
| 18.76% | 18.29% |
|
5 Years |
|
| NA | 7.84% |
|
TWRR since inception (2018) |
|
| 13.37% | 7.64% |
Date of Inception
Apr 2018Investment Approaches Type
Unifi BCAD2: Breakout 20
|
TWRR |
|
| UNIFI | S&P BSE Midcap |
|
1 Month |
|
| -1.14% | -1.97% |
|
6 Months |
|
| -1.77% | -4.92% |
|
1 Year |
|
| 9.96% | 3.44% |
|
TWRR since inception (2022) |
|
| 5.88% | -6.41% |
Date of Inception
Jan 2022Investment Approaches Type
Unifi Insider Shadow*
|
TWRR |
|
| UNIFI | S&P BSE Midcap |
|
1 Year |
|
| -0.03% | 3.44% |
|
3 Years |
|
| 28.03% | 18.29% |
|
5 Years |
|
| 15.11% | 7.84% |
|
TWRR since inception (2010) |
|
| 14.74% | 10.41% |
Date of Inception
May 2010Investment Approaches Type
Unifi Holding Co*
|
TWRR |
|
| UNIFI | S&P BSE 500 |
|
1 Year |
|
| 2.55% | 1.51% |
|
3 Years |
|
| 15.01% | 16.44% |
|
5 Years |
|
| 4.19% | 9.49% |
|
TWRR since inception (2014) |
|
| 19.97% | 11.06% |
Date of Inception
May 2014Investment Approaches Type
Unifi APJ 20*
|
TWRR |
|
| UNIFI | S&P BSE Midcap |
|
1 Year |
|
| 4.55% | 3.44% |
|
3 Years |
|
| 36.40% | 18.29% |
|
5 Years |
|
| 15.61% | 7.84% |
|
TWRR since inception (2015) |
|
| 20.46% | 11.73% |
Date of Inception
Sep 2015Investment Approaches Type
Unifi Green*
|
TWRR |
|
| UNIFI | S&P BSE Smallcap |
|
1 Year |
|
| 9.03% | 2.55% |
|
3 Years |
|
| 35.28% | 25.89% |
|
5 Years |
|
| 12.44% | 8.57% |
|
TWRR since inception (2017) |
|
| 14.70% | 13.22% |
Date of Inception
Jan 2017*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.
