Unifi Capital PMS strategies
Unifi Capital runs 14 portfolio management strategies listed with APMI, managing ₹15,133 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Blended- Rangoli | Equity | Mr.Prithvi Raj E | ₹11,005 Cr | +8.46% | -0.74 pts | See strategy | ₹1 Rupees | Sep 2026 |
| BCAD Breakout 20 | Equity | Mr. Baidik Sarkar and Mr. Arun | ₹1,841 Cr | +7.47% | -1.73 pts | See strategy | ₹1 Rupees | Sep 2026 |
| APJ (Formerly known as APJ 20) | Equity | Mr. Baidik Sarkar and Mr. Arun | ₹1,008 Cr | +11.62% | +2.42 pts | See strategy | ₹1 Rupees | Sep 2026 |
| High Yield Strategy | Debt | — | ₹372 Cr | +9.30% | — | — | ₹1 Lakhs | — |
| BCAD | Equity | Mr. Baidik Sarkar and Mr. Arun | ₹212 Cr | +6.08% | -3.12 pts | See strategy | ₹1 Rupees | Sep 2026 |
| Others Debt | Debt | — | ₹200 Cr | +8.15% | — | — | ₹1 Lakhs | — |
| Individually Managed Accounts | Equity | Ms.Nisha Kakran | ₹199 Cr | — | — | See strategy | ₹1 Rupees | Sep 2026 |
| Others Equity | Equity | Mr.Prithvi Raj E | ₹99.03 Cr | +6.27% | -2.93 pts | — | ₹1 Rupees | Sep 2026 |
| Insider Shadow Strategy | Equity | Mr.Baidik Sarkar | ₹84.15 Cr | +5.00% | -4.20 pts | See strategy | ₹1 Rupees | Sep 2026 |
| DVD | Equity | — | ₹66.03 Cr | +26.17% | — | — | ₹1 Lakhs | — |
| Green Strategy | Equity | — | ₹35.32 Cr | +41.23% | — | — | ₹1 Lakhs | — |
| Holdco | Equity | — | ₹5.21 Cr | +24.45% | — | — | ₹1 Lakhs | — |
| Spin Off New | Equity | — | ₹3.08 Cr | +24.80% | — | — | ₹1 Lakhs | — |
| High Yield Strategy(Alternate Debt/EAF) | Debt | — | ₹3.06 Cr | +10.13% | — | — | ₹1 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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