Holdco PMS by Unifi Capital: Returns, AUM & Details
Unifi Capital P Ltd • Equity
Holdco is an equity portfolio management service (PMS) strategy run by Unifi Capital P Ltd, launched on 22 May 2014. It manages ₹5.21 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +63.83% over 1 year, +24.45% over 3 years and +20.78% over 5 years (+24.37% since inception). The minimum investment is ₹1 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹5.21 Cr
3-year return
+24.45%
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)
₹5.21 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
22/05/2014
Trailing Returns
Trailing returns
Period
Return
1 Month
+17.88%
3 Months
+36.13%
1 Year
+63.83%
3 Years
+24.45%
5 Years
+20.78%
Since Inception
+24.37%
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.
Holdco has a 1-year return of +63.83%, a 3-year return of +24.45%, a 5-year return of +20.78% and +24.37% since inception. Past performance is not indicative of future results.
What is the AUM of Holdco?
Holdco manages ₹5.21 Cr of client assets.
What is the minimum investment for Holdco?
The minimum investment for Holdco is ₹1 Lakhs.
When was Holdco launched?
Holdco was launched on 22 May 2014. It has a 12-year track record.