Unifi Mutual Fund

Unifi Mutual Fund, a subsidiary of Unifi Capital, was incorporated on January 11, 2024, and received approval from the Securities and Exchange Board of India (SEBI) in November 2024 to commence its mutual fund operations. As a newly launched fund house, Unifi Mutual Fund currently has an AUM size of ₹0 crore and an AUM rank of 2/45. The mutual fund arm introduced its first offerings in early 2025, launching two schemes: Unifi Dynamic Asset Allocation Fund - Direct and Unifi Dynamic Asset Allocation Fund - Regular. Backed by Unifi’s extensive experience in active equity and debt investing, the fund house is well-positioned for long-term growth in the mutual fund industry.

Scheme Name		Min. Invest	AUM (In Cr)
Unifi Dynamic Asset Allocation Fund - Direct (G) Dynamic Asset Allocation or Balanced Advantage \| Hybrid	5.53%	₹5,000	₹949.65	Invest
Unifi Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	4.03%	₹5,000	₹155.65	Invest
Unifi Liquid Fund - Direct (G) Liquid Fund \| Debt	10,162.03%	₹5,000	₹142.06	Invest

Unifi Mutual Fund, a subsidiary of Unifi Capital, was incorporated on January 11, 2024, and received approval from the Securities and Exchange Board of India (SEBI) in November 2024 to commence its mutual fund operations. As a newly launched fund house, Unifi Mutual Fund currently has an AUM size of ₹0 crore and an AUM rank of 2/45. The mutual fund arm introduced its first offerings in early 2025, launching two schemes: Unifi Dynamic Asset Allocation Fund - Direct and Unifi Dynamic Asset Allocation Fund - Regular. Backed by Unifi’s extensive experience in active equity and debt investing, the fund house is well-positioned for long-term growth in the mutual fund industry.

Unifi Dynamic Asset Allocation Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

%

Min. Invest

₹5,000

AUM

₹949.65 Cr

Unifi Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹155.65 Cr

Unifi Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹142.06 Cr

About Unifi Mutual Fund

Unifi Mutual Fund is a subsidiary of Unifi Capital Private Limited, a firm established in 2001 with a strong reputation in portfolio management and alternative investment strategies. Unifi Mutual Fund aims to provide investors with innovative and dynamic investment solutions, leveraging its parent company's extensive experience in active equity and debt investing.

Unifi Mutual Fund received approval from the Securities and Exchange Board of India (SEBI) to commence its mutual fund operations in November 2024, marking its entry as the 44th asset management company in India's mutual fund industry. This approval underscores Unifi's commitment to expanding its investment offerings and catering to a broader investor base.

Unifi Mutual Fund's investment philosophy is rooted in a bottom-up approach, focusing on identifying high-quality investment opportunities through meticulous research and analysis. This strategy emphasises understanding individual companies' fundamentals, aiming to deliver superior risk-adjusted returns to investors. The fund house's dedication to client service and long-term investment performance reflects its commitment to building lasting relationships with investors.

The flagship offering of Unifi Mutual Fund is the Unifi Dynamic Asset Allocation Fund, an open-ended dynamic asset allocation scheme. This fund is designed to adjust its asset allocation between equity and debt instruments based on prevailing market conditions, aiming to optimise returns while managing risk. The fund's objective is to deliver meaningful returns that outpace inflation across various economic cycles.

As a newly established entity, Unifi Mutual Fund's Assets Under Management (AUM) are in the nascent stages of growth. However, leveraging Unifi Capital's robust track record—managing approximately ₹27,000 crore in equity and debt through its Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) platforms—the mutual fund arm is well-positioned for expansion. The parent company's extensive experience and established presence in the financial sector provide a solid foundation for Unifi Mutual Fund's future growth.

Unifi Mutual Fund places a strong emphasis on investor education, aiming to enhance financial literacy and promote informed investment decisions among its clientele. Additionally, the fund house is committed to leveraging digital platforms to provide seamless and accessible investment experiences. By integrating technology into its operations, Unifi Mutual Fund seeks to cater to the evolving needs of tech-savvy investors, ensuring convenience and efficiency in investment processes.

Unifi Mutual Fund's entry into the Indian mutual fund industry signifies a strategic expansion of Unifi Capital's investment offerings. With a focus on dynamic asset allocation, a bottom-up investment approach, and a commitment to client service, Unifi Mutual Fund aims to establish itself as a trusted.

partner for investors seeking growth and stability. As the fund house continues to develop and introduce new schemes, it is poised to make a significant impact on India's mutual fund landscape, contributing to the broader goal of financial inclusion and wealth creation for investors across the country.

How to Invest in Unifi Mutual Fund?

Unifi Mutual Fund offers a structured and research-driven investment approach aimed at generating income and long-term capital appreciation. It invests in a diversified portfolio comprising debt, equity, equity derivatives, and other permissible instruments. The fund is best suited for investors looking for balanced exposure across asset classes while maintaining an active risk management strategy. With a focus on active asset allocation, it is ideal for medium to long-term investment goals.

Here is a step-by-step process on how to invest in Unifi Mutual Fund:

Step 1: Sign Up or Log In

Visit the Unifi Mutual Fund website and either register for a new account or log in to your existing one using a few quick details.

Step 2: Verify Your Identity

Use Digilocker to securely validate your identity—no need for physical documents or offline verification.

Step 3: Assess Your Risk Appetite

Select your preferred level of risk—low, medium, or high—based on your financial goals and comfort with market fluctuations.

Step 4: Select Your Mutual Fund Scheme

Browse through the available fund options and choose a scheme that aligns with your risk tolerance and financial objectives.

Step 5: Choose Investment Mode

Decide whether you want to invest a one-time lump sum amount or opt for regular contributions through a Systematic Investment Plan (SIP).

Step 6: Set SIP Preferences

Take advantage of the unique same-day SIP feature or schedule your SIP on a preferred date that suits your convenience.

Your Torus Digital account will reflect the Unifi Mutual Fund in India you have invested in within 3 to 4 working days.

Top 10 Unifi Mutual Fund

Scheme Name		Min. Invest	AUM (In Cr)
Unifi Dynamic Asset Allocation Fund - Direct (G) Dynamic Asset Allocation or Balanced Advantage \| Hybrid	5.53%	₹5,000	₹949.65
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.53%, 5.53%, and 5.53%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

Unifi Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	4.03%	₹5,000	₹155.65
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.03%, 4.03%, and 4.03%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹500.

Unifi Liquid Fund - Direct (G) Liquid Fund \| Debt	10,162.03%	₹5,000	₹142.06
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10,162.03%, 10,162.03%, and 10,162.03%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹1,000.

Top 10 Unifi Mutual Fund

Unifi Dynamic Asset Allocation Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

%

Min. Invest

₹5,000

AUM

₹949.65 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.53%, 5.53%, and 5.53%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

Unifi Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹155.65 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.03%, 4.03%, and 4.03%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

Unifi Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹142.06 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10,162.03%, 10,162.03%, and 10,162.03%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.

FAQ’s

How to Start Unifi Mutual Fund SIP Online?

Log in or register on Torus Digital or the Unifi Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate Unifi Mutual Fund SIP?

Use our Unifi SIP Calculator and Unifi Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem Unifi Mutual Fund?

Log in to your account on Torus Digital or the Unifi Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem Unifi Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in Unifi Mutual Fund?

Unifi Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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