EQUITY

Unifi Flexi Cap Fund

An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.

EQUITY

Unifi Flexi Cap Fund

An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.

Unifi Flexi Cap Fund
Unifi Flexi Cap Fund
  • Direct
  • Regular
10.1206 0.0722%
As on 11 June 2025
Benchmark: Nifty 500 TRI
  • Fund Facts
  • Documents
  • Fund Managers

Fund Facts

To generate long term capital appreciation by pursuing active management and bottom-up investing, primarily in equity and equity related instruments across sectors and market cap spectrum. The scheme will anchor to investing in growth businesses and is best suited for investors with long term investment horizon. *

*However, there is no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee or assure any returns.
Product Label
  • This product is suitable for investors who are seeking*
  • Capital Appreciation over long term.
  • Investment in a diversified portfolio consisting of equity and equity related instruments across market capitalization.
Risk-o-meter of the Scheme
  • Risk-o-meter of the Scheme
  • Investors understand that their principal will be at very high risk.
Risk-o-meter of Benchmark Tier I: Nifty 500 TRI
  • Benchmark Risk O Meter is at very high risk.
  • Benchmark Risk O Meter is at very high risk.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

  • Scheme Code UNFI/O/E/FCF/25/03/0002

Minimum Investment

  • Fresh Purchase (Lumpsum) Rs. 5000
  • Additional Purchase Rs. 1000
Load Structure
  • Entry Load Nil
  • Exit Load (In case of units are redeemed/switched out)
  • Within 12 months from the date of allotment 1% of applicable NAV
  • Post 12 months Nil

To generate long term capital appreciation by pursuing active management and bottom-up investing, primarily in equity and equity related instruments across sectors and market cap spectrum. The scheme will anchor to investing in growth businesses and is best suited for investors with long term investment horizon. *

*However, there is no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee or assure any returns.
Product Label
  • This product is suitable for investors who are seeking*
  • Capital Appreciation over long term.
  • Investment in a diversified portfolio consisting of equity and equity related instruments across market capitalization.
Risk-o-meter of the Scheme
  • Risk-o-meter of the Scheme
  • Investors understand that their principal will be at very high risk.
Risk-o-meter of Benchmark Tier I: Nifty 500 TRI
  • Benchmark Risk O Meter is at very high risk.
  • Benchmark Risk O Meter is at very high risk.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

The product labeling assigned during the NFO is based on internal assessment of the Scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

  • Scheme Code UNFI/O/E/FCF/25/03/0002

Minimum Investment

  • Fresh Purchase (Lumpsum) Rs. 5000
  • Additional Purchase Rs. 1000
Load Structure
  • Entry Load Nil
  • Exit Load (In case of units are redeemed/switched out)
  • Within 12 months from the date of allotment 1% of applicable NAV
  • Post 12 months Nil

Fund Managers

V N Saravanan

A Chartered Accountant with 20+ years of experience in fund management, capital market research, banking and audit. Saravanan has been associated with Unifi group since 2006. He was the Fund Manager for an open-ended CAT-III multi asset class AIF for 11 years between FY14 to FY24. Earlier in the equity research division, he was tracking Pharmaceuticals, Specialty Chemicals and Financial Services sector. Prior to Unifi, he worked in ICICI bank’s treasury & corporate mid-office group and PwC’s due diligence & assurance division.

Aejas Lakhani

12+ years of experience in fund management, equity research and governance advisory. He has done his MBA (Finance) from the Asian Institute of Management (Manila). Over the last 4 years, Aejas has been managing the consumption themed equity fund at Unifi group. He was also tracking sectors such as Pharmaceuticals, Logistics, Retail and Capital Markets. Earlier he has worked as an Analyst in the Institutional Investor Advisory Services Firm and Edelweiss Asset Management Limited.

Karthik Srinivas

A Chartered Accountant with 10+ years of experience in across functions like fund management, research, risk management & audit. Over the last 4 years, Karthik has been co-managing debt strategies at Unifi group in its PMS division. He was responsible for identifying high-yield fixed income and hybrid opportunities, evaluation and monitoring. Earlier, he was part of The Sanmar Group, working in their Founders’ Office and with Deloitte in their Risk Advisory practice.

Aman Reddy

Aman is the dedicated fund manager for overseas securities. With extensive experience in international markets, Aman is responsible for driving the fund’s overseas investment strategy, focusing on high-growth opportunities across the USA, Europe, and Japan. Aman’s career began with a rotation through corporate finance, private equity, and private credit, equipping him with a diverse skill set. Prior to his current role, he served as a manager in Unifi’s G20 Portfolio, a fund & PMS based in GIFT City, where he managed international equities across major global markets. His deep international exposure, combined with a robust research background, enables Aman to bring unique insights and strategic direction to the Unifi FlexiCap Fund. Aman is a graduate of Lehigh University, USA (dual degrees: BSc Finance & BSc Economics) and UWC Atlantic College, U.K. (I.B). He is also a Chartered Financial Analyst (CFA).

An open-ended hybrid mutual fund scheme that invests in a dynamically managed portfolio of debt and equity with an intent to generate income and capital appreciation over the medium to long term.

Investment Philosophy

Our research process
Genesis

One Equity Fund

Focus

We can concentrate all our high-conviction investment ideas into one fund.

Simplicity

Investors don't need to switch between funds and can invest for the long term.

Accountability

With a single fund comes greater performance accountability.

Confidence

Investors have clarity that they are invested in our flagship strategy-not a peripheral fund.

Investment Universe

Portfolio Approach

We aim to strike the right balance between our active management led by bottom-up stock selection and being mindful of the benchmark.

Risk Management
We manage risk through

In the long run, Unifi MF’s most effective form of risk mitigation lies in staying:

  • Devoted to rigorous bottom-up research and
  • Disciplined in applying our GARP-based valuation principles.
"An ounce of prevention is worth a pound of cure".

Unifi MF intends to diversify the Flexicap fund across three levels:

  • stock-level,
  • sector-level, and
  • market cap-level.
This multi-layered approach aims to reduce the impact a single factor can have on the overall portfolio.

Early detection of red flags often helps side-step losses.

To enable this, Unifi MF is constantly monitoring portfolio companies to spot new risks, assess their progress against our expectations and revalidate our assumptions.

Strict exposure limits helps control the inevitable uncertainty that is innate in equities.

The size of our active positions reflects 3 factors: the upside potential, the level of our conviction & the stock’s liquidity.

Unifi’ MFs dedicated risk management team identifies, assesses, and mitigates risks across key departments, including fund management & trading.

The team also monitors limits in real time and ensures adherence to regulatory directives.

Excel Data from ACF Field

Scroll to Top