Unifi Capital Pvt Ltd • Equity
APJ (Formerly known as APJ 20) is an equity portfolio management service (PMS) strategy run by Unifi Capital Pvt Ltd, launched on 2 Sep 2015. As of 30 Sep 2026, it manages ₹1,008 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.80% over 1 year, +11.62% over 3 years and +12.38% over 5 years (+19.76% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.42 percentage points ahead of its benchmark. Its 3-year return ranks 221st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹1 Rupees. The strategy is managed by Mr. Baidik Sarkar and Mr. Arun.
Ranked nearby on 3-year return: Credent AIM Multi Cap Strategy (+11.67%), Narnolia Mid and Small Cap Fund (+11.64%), Phillip Star Portfolio (+11.59%), Care PMS Growth Plus Value (+11.56%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.29% |
| 3 Months | +5.21% |
| 1 Year | +8.80% |
| 3 Years | +11.62% |
| 5 Years | +12.38% |
| Since Inception | +19.76% |
| management fee | Fixed Fees: AMC Charge (direct) -1.5% of AUM; AMC Charge (distributor) - 2% of AUM; AUM Charge (RIA) - 1.5% of AUM |
| performance fee | Variable Fees: AMC Charge (direct)-1% of AUM or AMC Charge(distritbutor) - 1.5% of AUM or AMC Charge (RIA) - 0.75% of AUM and 20% profit sharing over 10%hurdle rate |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAPJ (Formerly known as APJ 20) has a 1-year return of +8.80%, a 3-year return of +11.62%, a 5-year return of +12.38% and +19.76% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, APJ (Formerly known as APJ 20) returned +12.38% against +8.91% for the BSE 500 TRI, 3.47 percentage points ahead. Over 3 years it returned +11.62% against +9.20%; Over 1 year it returned +8.80% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, APJ (Formerly known as APJ 20)'s 3-year return of +11.62% ranks 221st as of 30 Sep 2026.
APJ (Formerly known as APJ 20) is managed by Mr. Baidik Sarkar and Mr. Arun at Unifi Capital. The strategy manages ₹1,008 Cr of client assets as of 30 Sep 2026.
APJ (Formerly known as APJ 20) manages ₹1,008 Cr of client assets as of 30 Sep 2026.
The fee structure for APJ (Formerly known as APJ 20) includes: management fee: Fixed Fees: AMC Charge (direct) -1.5% of AUM; AMC Charge (distributor) - 2% of AUM; AUM Charge (RIA) - 1.5% of AUM; performance fee: Variable Fees: AMC Charge (direct)-1% of AUM or AMC Charge(distritbutor) - 1.5% of AUM or AMC Charge (RIA) - 0.75% of AUM and 20% profit sharing over 10%hurdle rate.
The minimum investment for APJ (Formerly known as APJ 20) is ₹1 Rupees.
APJ (Formerly known as APJ 20) was launched on 2 Sep 2015. It has an 11-year track record.
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