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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 31 August 2022

Investment Approaches Type

Unifi Blended – Rangoli

TWRR

UNIFI S&P BSE Midcap

1 Year

4.93% 6.52%

3 Years

39.54% 23.56%

5 Years

21.53% 10.33%

TWRR since inception (2017)

22.73% 10.88%

Date of Inception

Jun 2017

Investment Approaches Type

Unifi BCAD

TWRR

UNIFI S&P BSE Midcap

1 Year

3.06% 6.52%

3 Years

25.44% 23.56%

5 Years

NA 10.33%

TWRR since inception (2018)

15.31% 9.81%

Date of Inception

Apr 2018

Investment Approaches Type

Unifi BCAD2: Breakout 20

TWRR

UNIFI S&P BSE Midcap

1 Month

4.89% 5.64%

3 Months

11.80% 9.79%

6 Months

11.94% 8.79%

TWRR since inception (2022)

8.56% -2.38%

Date of Inception

Jan 2022

Investment Approaches Type

Unifi Insider Shadow*

TWRR

UNIFI S&P BSE Midcap

1 Year

5.71% 6.52%

3 Years

34.86% 23.56%

5 Years

20.35% 10.33%

TWRR since inception (2010)

15.84% 11.31%

Date of Inception

May 2010

Investment Approaches Type

Unifi Holding Co*

TWRR

UNIFI S&P BSE 500

1 Year

2.64% 5.45%

3 Years

17.62% 19.74%

5 Years

7.43% 12.17%

TWRR since inception (2014)

21.49% 12.54%

Date of Inception

May 2014

Investment Approaches Type

Unifi APJ 20*

TWRR

UNIFI S&P BSE Midcap

1 Year

-2.11% 6.52%

3 Years

42.07% 23.56%

5 Years

18.61% 10.33%

TWRR since inception (2015)

21.73% 13.42%

Date of Inception

Sep 2015

Investment Approaches Type

Unifi Green*

TWRR

UNIFI S&P BSE Smallcap

1 Year

3.34% 6.43%

3 Years

38.26% 31.72%

5 Years

13.87% 12.37%

TWRR since inception (2017)

15.94% 15.42%

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.

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