High Yield Strategy PMS by Unifi Capital: Returns, AUM & Details
Unifi Capital P Ltd • Debt
High Yield Strategy is a debt portfolio management service (PMS) strategy run by Unifi Capital P Ltd, launched on 1 Feb 2022. It manages ₹372 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +8.52% over 1 year and +9.30% over 3 years (+9.16% since inception). The minimum investment is ₹1 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹372 Cr
3-year return
+9.30%
Minimum investment
₹1 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹372.37 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
01/02/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.92%
3 Months
+4.18%
1 Year
+8.52%
3 Years
+9.30%
Since Inception
+9.16%
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.
Frequently asked questions about High Yield Strategy
What are the returns of High Yield Strategy?
High Yield Strategy has a 1-year return of +8.52%, a 3-year return of +9.30% and +9.16% since inception. Past performance is not indicative of future results.
What is the AUM of High Yield Strategy?
High Yield Strategy manages ₹372 Cr of client assets.
What is the minimum investment for High Yield Strategy?
The minimum investment for High Yield Strategy is ₹1 Lakhs.
When was High Yield Strategy launched?
High Yield Strategy was launched on 1 Feb 2022. It has a 4-year track record.