UNICORN INVESTMENT MANAGERS LLP • Equity
Unicorn Mid - Small Cap Alpha Portfolio is an equity portfolio management service (PMS) strategy run by UNICORN INVESTMENT MANAGERS LLP, launched on 7 Oct 2024. As of 30 Sep 2026, it manages ₹11.28 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +30.69% over 1 year (+13.37% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 37.78 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Pawan Mehar.
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 | +0.18% |
| 3 Months | +10.97% |
| 1 Year | +30.69% |
| Since Inception | +13.37% |
| management fee | Fixed Fees: AMC charges: 2.5% |
| performance fee | Variable Fees: AMC: 0% or 1.5% Hurdle 10% or 12% or 15% Profit Sharing: 10% or 20% or 30% |
| exit load | NIL |
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 callUnicorn Mid - Small Cap Alpha Portfolio has a 1-year return of +30.69% and +13.37% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Unicorn Mid - Small Cap Alpha Portfolio returned +30.69% against -7.09% for the Nifty 50 TRI, 37.78 percentage points ahead. Figures as of 30 Sep 2026.
Unicorn Mid - Small Cap Alpha Portfolio is managed by Pawan Mehar at Unicorn. The strategy manages ₹11.28 Cr of client assets as of 30 Sep 2026.
Unicorn Mid - Small Cap Alpha Portfolio manages ₹11.28 Cr of client assets as of 30 Sep 2026.
The fee structure for Unicorn Mid - Small Cap Alpha Portfolio includes: management fee: Fixed Fees: AMC charges: 2.5%; performance fee: Variable Fees: AMC: 0% or 1.5% Hurdle 10% or 12% or 15% Profit Sharing: 10% or 20% or 30%; exit load: NIL.
The minimum investment for Unicorn Mid - Small Cap Alpha Portfolio is ₹50 Lakhs.
Unicorn Mid - Small Cap Alpha Portfolio was launched on 7 Oct 2024. It has a 1-year track record.
Description
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