Unifi Capital Pvt Ltd • Equity
Individually Managed Accounts is an equity portfolio management service (PMS) strategy run by Unifi Capital Pvt Ltd, launched on 15 Apr 2025. As of 30 Sep 2026, it manages ₹199 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +10.25% over 1 year (+9.02% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 12.58 percentage points ahead of its benchmark. The minimum investment is ₹1 Rupees. The strategy is managed by Ms.Nisha Kakran.
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 | -2.26% |
| 3 Months | +1.09% |
| 1 Year | +10.25% |
| Since Inception | +9.02% |
| management fee | Fixed Fees: AMC Charge (Direct and RIA) - 1.5% of AUM; AMC Charge (distributor) - 2% of AUM |
| performance fee | Variable Fees: AMC Charge(direct and RIA) - 1% of AUM or AMC (Distributor) - 1.5% 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 callIndividually Managed Accounts has a 1-year return of +10.25% and +9.02% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Individually Managed Accounts returned +10.25% against -2.33% for the BSE 500 TRI, 12.58 percentage points ahead. Figures as of 30 Sep 2026.
Individually Managed Accounts is managed by Ms.Nisha Kakran at Unifi Capital. The strategy manages ₹199 Cr of client assets as of 30 Sep 2026.
Individually Managed Accounts manages ₹199 Cr of client assets as of 30 Sep 2026.
The fee structure for Individually Managed Accounts includes: management fee: Fixed Fees: AMC Charge (Direct and RIA) - 1.5% of AUM; AMC Charge (distributor) - 2% of AUM; performance fee: Variable Fees: AMC Charge(direct and RIA) - 1% of AUM or AMC (Distributor) - 1.5% of AUM and 20% profit sharing over 10% hurdle rate.
The minimum investment for Individually Managed Accounts is ₹1 Rupees.
Individually Managed Accounts was launched on 15 Apr 2025. It has a 1-year track record.
Description
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