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UNIFI - Insider Shadow
UNIFI - Insider Shadow

UNIFI - Insider Shadow

  • Unifi Capital Pvt Ltd
  • MID CAP
  • 6
    Out of 17*
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Portfolio age 14 years, 10 months
-4.92%
-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.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Sarath K Reddy
  • Manager Rank 19 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed 4
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 4.05%
Profile

In a career spanning 25 years, Mr. Sarath Reddy has to lead a variety of functions in the field of Investments. Having started his career in Mumbai with Standard Chartered Bank, he took the first opportunity that came along to turn into an entrepreneur. Mr. Sarath Reddy along with a highly experienced team of professionals founded Unifi Capital in 2001. As a Chief Investment Officer, he works very closely with the research analysts and fund management team to deliver unmatched performance.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
6 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
25 Out of 64
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
7 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
8 Out of 23
Fixed Fee
2.00%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 4
-4.92%
-3.43%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
1Out of 4
-5.32%
-3.43%
S&P BSE 500 TRI
FLEXICAP
₹UNDISC. Cr.
1Out of 4
-5.44%
-3.43%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
1Out of 4
-6.61%
-3.43%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
205.21
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
No Option
AUM (₹ Cr)
297.38
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
0%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 23
-4.92%
-3.43%
S&P BSE 500 TRI
MID CAP
Available
₹UNDISC. Cr.
1Out of 23
-2.16%
-3.43%
S&P BSE 500 TRI
MID CAP
6% + Benchmark
₹205.21 Cr.
1Out of 23
-3.89%
-3.43%
S&P BSE 500 TRI
MID CAP
7.00%
₹UNDISC. Cr.
1Out of 23
-4.00%
-3.40%
S&P BSE 500 TRI
MID CAP
No Option
₹UNDISC. Cr.
1Out of 23
-4.52%
-3.43%
S&P BSE 500 TRI
MID CAP
25% or 10%
₹UNDISC. Cr.
1Out of 23
-4.54%
-3.43%
S&P BSE 500 TRI
MID CAP
10.00%
₹297.38 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Unifi Capital Pvt Ltd
Unifi Capital Pvt Ltd manages assets worth Rs 21073.32 crores. Its current offering of PMS schemes includes 4 Mid Cap and 1 Flexicap schemes.

AUM (₹ cr)

21073.32 (As on Jan, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
6 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
25 Out of 64
Fixed Fee
2.00%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
7 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
8 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
NA
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
17 Out of 23
Fixed Fee
NA
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 5
-4.92%
-3.43%
S&P BSE 500 TRI
Available
MID CAP
₹UNDISC. Cr.
1Out of 5
-5.32%
-3.43%
S&P BSE 500 TRI
Available
FLEXICAP
₹UNDISC. Cr.
1Out of 5
-5.44%
-3.43%
S&P BSE 500 TRI
Available
MID CAP
₹UNDISC. Cr.
1Out of 5
-6.61%
-3.43%
S&P BSE 500 TRI
Available
MID CAP
₹UNDISC. Cr.
1Out of 5
-8.09%
-3.43%
S&P BSE 500 TRI
NA
MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of UNIFI - Insider Shadow?
The hurdle rate of UNIFI - Insider Shadow is Available.
What is the fixed fee charged in UNIFI - Insider Shadow ?
The fixed fee charged in UNIFI - Insider Shadow is 2.00%.
What is the variable fee charged in UNIFI - Insider Shadow ?
The variable fee charged in UNIFI - Insider Shadow is 1 .
What is the profit sharing in UNIFI - Insider Shadow ?
The profit sharing in UNIFI - Insider Shadow is Available.
What is the minimum investment in UNIFI - Insider Shadow ?
The minimum investment in UNIFI - Insider Shadow is ₹50 Lac
What type of scheme is UNIFI - Insider Shadow?
UNIFI - Insider Shadow is an Equity scheme. It falls in the MID CAP category.
What is the inception date of UNIFI - Insider Shadow?
The inception date of UNIFI - Insider Shadow is May 1, 2010 .
What is the exit load of UNIFI - Insider Shadow?
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in >1-2 years, No Option if redeemed in >2-3 years, 0% thereafter.
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