Unifi Mutual Fund: Overview, Leadership & Top Funds
Unifi Mutual Fund, the fund arm of Unifi Capital, manages ₹1,714.49 crore across 3 schemes. See its approach, leadership and funds.
Unifi Mutual Fund is the mutual fund arm of Unifi Capital, an investment firm founded in 2001 that provides portfolio management services (PMS) and alternative investment funds (AIF). It manages ₹1,714.49 crore across 3 schemes under CEO George Alexander. This guide covers its approach, key details and its 3 funds with data.
Key takeaways
- Unifi Mutual Fund manages ₹1,714.49 crore across 3 schemes and was incorporated on 11 January 2024.
- Unifi Asset Management Pvt Ltd received in-principle approval from SEBI in November 2024 to commence mutual fund operations.
- Its philosophy is rooted in bottom-up investing and long-term value creation.
- George Alexander is CEO and Saravanan V N is Chief Investment Officer.
- Its 3 funds are the Dynamic Asset Allocation, Liquid and Flexi Cap funds.
What is Unifi Mutual Fund?
Unifi Asset Management Pvt Ltd is the mutual fund arm of Unifi Capital, which was founded in 2001 and provides PMS and AIF. The fund house received in-principle approval from the Securities and Exchange Board of India (SEBI) in November 2024 to commence mutual fund operations.
What is Unifi Mutual Fund's investment philosophy?
Its philosophy is rooted in bottom-up investing and long-term value creation, with the stated aim of beating the market. Backed by an experienced investment team and a research-led process, it aims to offer focused, transparent and thoughtfully constructed schemes across equity, hybrid and debt categories.
Unifi Mutual Fund: key information
| Field | Detail |
|---|---|
| Total AUM | ₹1,714.49 crore |
| Number of schemes | 3 |
| AMC age | 2 years |
| Incorporation date | 11 January 2024 |
| Sponsors | Unifi Capital Private Limited |
| Trustee organisation | Unifi Mutual Fund Trustee Private Ltd |
| Trustees | Major General Maniyil Indrabalan, Mr. Govindasamy Maran, Mr. Raj Dharmaraj, Mr. Rajaraman Ramachandran |
| CIO | Saravanan V N(Chief Investment Officer) |
| CEO | George Alexander(Chief Executive Officer) |
| Compliance officer | Mr. Partha Roy |
| Address | 11, Kakani Towers, 15, Khader Nawas Khan Road, Nungambakkam Chennai 600006 |
Top 3 Unifi Mutual Funds ranked by an internal score
These are the fund house's top 3 funds, ranked by Invo Wealth's internal fund-quality score. The score itself is not shown, only the return and risk numbers behind it. A "--" means the fund has not completed that period or the data is unavailable.
Returns across 6 months to 5 years
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| UNIFI DYNAMIC ASSET ALLOCATION FUND | Dynamic Asset Allocation / Balanced Advantage Fund | 8.14% | 7.92% | -- | -- |
| UNIFI LIQUID FUND | Liquid Fund | 5.94% | 5.85% | -- | -- |
| UNIFI FLEXI CAP FUND | Flexi Cap Fund | 17.44% | 7.45% | -- | -- |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk and consistency metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| UNIFI DYNAMIC ASSET ALLOCATION FUND | INF1MIY01023 | 7.23% | 0.97% | -0.14% | 1.78 |
| UNIFI LIQUID FUND | INF1MIY01064 | 5.92% | 0.21% | 0.00% | -13.25 |
| UNIFI FLEXI CAP FUND | INF1MIY01049 | 3.51% | 15.21% | -13.45% | 0.04 |
The Unifi Liquid Fund shows volatility of 0.21%, while the Unifi Flexi Cap Fund shows 15.21%. With such a short track record, no fund has 3-year or 5-year data yet, so weigh risk metrics carefully.
How to invest in Unifi Mutual Fund
You can invest online through the fund house's website or a platform of your choice. Sign up on Invo Wealth, get complete portfolio insights and start investing in mutual funds that actually suit you.
Conclusion
Unifi Mutual Fund is a new fund house, incorporated in January 2024, from a firm with a PMS and AIF background. Its record is short, so review each fund's risk metrics before investing.
Frequently asked questions
How do I start an SIP in Unifi Mutual Fund online?
You can start an SIP online through Invo Wealth, or through the fund house's website or any other online platform or mobile app. Choose a scheme, set the amount and begin.
How do I calculate a Unifi Mutual Fund SIP?
An SIP calculation takes into account your investment amount, the SIP tenure, the number of instalments already paid and the expected interest rate.
How do I redeem a Unifi Mutual Fund investment?
Offline, visit the nearest fund house office and submit a form. Online, sign in with your folio number on the official website, or redeem through any online portal where you invested.
Can I increase my Unifi Mutual Fund SIP amount?
Yes, through a step-up or top-up SIP, which most fund houses now offer. Check with the fund house first and use a step-up calculator to decide the new amount.
How do I stop a Unifi Mutual Fund SIP online?
Place a Cancel SIP request at any time. Log in to the fund house's website with your folio number, contact your agent, or use the platform where you invested.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).