UNIFI - Blended Rangoli

Unifi Capital Pvt Ltd
FLEXICAP

4

Out of 17*
Compare
Share

Portfolio age 7 years, 8 months

-5.32%

-3.43%

Hurdle Rate** 0.00%

Fixed fee 2.00%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

E Prithvi Raj

Manager Rank 20 Out of 25
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM Undisclosed
Highest Return In 1 Yr 4.05%

Profile

Prithvi has more than 8 years of experience in equity research and corporate finance. At Unifi, he manages the company’s flagship Blended Rangoli. In addition, he also tracks investment opportunities across Consumption, Oil & Gas, and Infrastructure sectors. Prior to this, he has worked as an analyst at a boutique investment bank during which he handled the corporate finance transactions for infrastructure projects. Prithvi holds an MBA degree from the Great Lakes Institute of Management, and he is an Electronics and Communication Engineer

Other Schemes

1M 3M 6M 1Y 3Y 5Y

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Grid

UNIFI - Blended Rangoli

AUM (₹ Cr)

UNDISC.

Hurdle Rate

Available

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Jan, 2025)

Inception Date

Jun 12, 2017

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0% if redeemed in 0-1 year, 0% if redeemed in >1-2 years, 0% if redeemed in >2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

2.00%

Variable Fee

Available

Hurdle Rate

Available

Profit Sharing

Available

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Investment Philosophy

Objective

The Blended Portfolio Strategy is targeted at individuals who have a relatively longer term horizon and seek a passive style of investing which relies on the fund manager’s discretion of choosing the best opportunities from UNIFI’s thematic fund universe in a dynamically changing investment universe

Investment Approach

Investments under this fund will be cherry picked from across the portfolio of companies that Unifi manages across each of the 6 distinct funds it manages. In effect, the endeavor is to be able to identify the “the best of the best”. This fund aims in cutting down the investors switching cost and effort in migrating between best opportunities at any diverse point of time.