A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
UNIFI - APJ 20
Fund Summary
Category
MID CAP
AUM (₹ cr)
UNDISC.
Fixed Fee
NA
Variable Fee
NA
Hurdle Rate
NA
Profit Sharing
NA
Benchmark
S&P BSE 500 TRI
Portfolio Age
9 years, 6 months
Trailing Returns
Portfolio Manager
Baidik Sarkar
Profile
Baidik is a Chartered Accountant with over 12 years of experience in consulting, corporate finance and equity research. Mr. Baidik Sarkar has been with UNIFI for last 10 years and currently handles equity research across IT, real-estate and the agricultural sector and also assists the CIO in managing the company’s Spin-Off and APJ fund. Prior to UNIFI, Mr. Baidik worked as a Strategy Consultant with the Government Reforms and Institutional Development arm of PricewaterhouseCoopers -PWC.
Detailed Portfolio
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed
Investment Details
Min. Investment
₹5000000
SIP Option
Available
STP Option
Available
Exit Load
Exit load is NA if redeemed in 0-1 year, NA if redeemed in >1-2 years, NA if redeemed in >2-3 years, 0% thereafter.