UNIFI - Insider Shadow
UNIFI - Insider Shadow

UNIFI - Insider Shadow

  • Unifi Capital Pvt Ltd
  • MID CAP
  • 10
    Out of 15*
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Portfolio age15 years, 2 months
3.61%
3.54%
Hurdle Rate**0.00%
Fixed fee2.00%
Min. Investment50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Sarath K Reddy
  • Manager Rank16 Out of 18
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr7.77%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
2 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
10 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
5 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
15 Out of 20
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
15 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Unifi Capital Pvt Ltd
Unifi Capital Pvt Ltd manages assets worth Rs 22518.08 crores. Its current offering of PMS schemes includes 4 Mid Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

22,518.08 (As on Jun, 2025)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
2 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
10 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
5 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
6 Out of 20
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
15 Out of 20
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of UNIFI - Insider Shadow?
There is no option for Hurdle rate.
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 1.00%.
What is the profit sharing in UNIFI - Insider Shadow ?
There is no option for Profit sharing.
What is the minimum investment in UNIFI - Insider Shadow ?
The minimum investment in UNIFI - Insider Shadow is ₹50 Lacs
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 01, 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.