Unifi Capital Pvt Ltd • Equity
Insider Shadow Strategy is an equity portfolio management service (PMS) strategy run by Unifi Capital Pvt Ltd, launched on 31 May 2010. As of 30 Sep 2026, it manages ₹84.15 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +5.07% over 1 year, +5.00% over 3 years and +6.68% over 5 years (+13.70% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.20 percentage points behind of its benchmark. Its 3-year return ranks 418th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹1 Rupees. The strategy is managed by Mr.Baidik Sarkar.
Ranked nearby on 3-year return: Ambit TenX Portfolio (+5.10%), Centrum Good to Great - T - NRI. (+5.07%), InCred Select Opportunities Portfolio (+4.82%), Unicorn Portfolio (+4.80%).
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 | -3.96% |
| 3 Months | +3.06% |
| 1 Year | +5.07% |
| 3 Years | +5.00% |
| 5 Years | +6.68% |
| Since Inception | +13.70% |
| management fee | Fixed Fees: AMC (Direct) - 1.5% of AUM, AMC (Distributor) - 2% of AUM; AMC(RIA) - 1.25% of AUM |
| performance fee | Variable Fees: AMC (Direct) - 1% of AUM or AMC (Distributor) - 1.5% of AUM or AUM (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 callInsider Shadow Strategy has a 1-year return of +5.07%, a 3-year return of +5.00%, a 5-year return of +6.68% and +13.70% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Insider Shadow Strategy returned +6.68% against +8.91% for the BSE 500 TRI, 2.23 percentage points behind. Over 3 years it returned +5.00% against +9.20%; Over 1 year it returned +5.07% 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, Insider Shadow Strategy's 3-year return of +5.00% ranks 418th as of 30 Sep 2026.
Insider Shadow Strategy is managed by Mr.Baidik Sarkar at Unifi Capital. The strategy manages ₹84.15 Cr of client assets as of 30 Sep 2026.
Insider Shadow Strategy manages ₹84.15 Cr of client assets as of 30 Sep 2026.
The fee structure for Insider Shadow Strategy includes: management fee: Fixed Fees: AMC (Direct) - 1.5% of AUM, AMC (Distributor) - 2% of AUM; AMC(RIA) - 1.25% of AUM; performance fee: Variable Fees: AMC (Direct) - 1% of AUM or AMC (Distributor) - 1.5% of AUM or AUM (RIA) - 0.75% of AUM and 20% profit sharing over 10% hurdle rate.
The minimum investment for Insider Shadow Strategy is ₹1 Rupees.
Insider Shadow Strategy was launched on 31 May 2010. It has a 16-year track record.
Description
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