Latest news with #UnifiMutualFund
Time of India
28-05-2025
- Business
- Time of India
Unifi Mutual Fund announces extension of NFO period of its flexi cap fund
Unifi Mutual Fund has announced the extension of the NFO period of its flexi cap fund from May 30 to June 2. The fund house informed its unitholders through a notice-cum-addendum. The addendum further mentioned that all the other provisions of the SID and KIM cum application form of the scheme, except as specifically modified herein above, remain unchanged. This notice cum addendum forms an integral part of the SID and KIM of the scheme as amended from time of time. Also Read | Defence sector based mutual funds rally up to 60% in 3 months. Will the momentum continue? Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track default , selected Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Dukung Orang Terkasih Menghadapi Limfoma: Mulai Di Sini Limfoma Klik Di Sini Undo Unifi Flexi Cap Fund is an open-ended equity scheme that has the flexibility to invest across large-cap, mid-cap, and small-cap stocks, aligning with Unifi's Growth at a Reasonable Price (GARP) based investment philosophy. The Unifi Flexi Cap Fund follows a seasoned investment and portfolio construction framework, ensuring a balance between active bottom-up positions and index mindfulness. The fund ultimately builds a diversified portfolio of 50-70 stocks, maintaining a 3–5-year investment outlook while balancing bottom-up active positions with benchmark mindfulness. Live Events The scheme will be anchored to investing in growth businesses and will be consensus-agnostic. The scheme strives to adopt a prudent sell-discipline on achieving objective or fundamental thesis change as part of its ongoing portfolio management. Nifty 500 will be the primary universe for the fund from which 75% or more of the portfolio constituents will be selected. The next 500-750 companies would also be pursued tactically to capitalise on emerging sectors, trends ,and companies. Through rigorous research, the selection is narrowed down to 100-120 companies, focusing on earnings growth, leadership, and valuation comfort. The fund does not rigidly adhere to market cap classifications but instead gravitates toward stocks with the most compelling risk-reward profiles, ensuring diversified exposure to large-cap, mid-cap, and small-cap opportunities. Also Read | 11 equity mutual funds offer over 25% CAGR in 5 years. Do you currently hold any in your portfolio? The fund will be managed by V. N. Saravanan (CIO & Fund Manager), Aejas Lakhani (Fund Manager – Equity), Karthik Srinivas (Fund Manager – Debt), and Aman Reddy (Fund Manager – Foreign Investments). The performance of the fund will be benchmarked against Nifty 500 TRI. The minimum investment amount for lumpsum is Rs 5,000 and in multiples of Re 1 thereafter. The minimum amount for SIP investment is Rs 500 and in multiples of Re 1. The scheme will allocate 65-100% in equities and equity related instruments, 0-35% in debt securities and money market instruments, and 0-10% in units issued by REITs & InvIT's. 'The Flexicap fund is our singular offering in the equity segment and enables us to stay focused on achieving long-term capital appreciation. Our portfolio construction approach would be to typically have 40 to 60 positions across 5 or more sectors offering growth tailwinds and reasonable valuations. We aim to strike a right balance between bottom-up stock selection and being mindful of the benchmark,' said Saravanan V N, CIO, Unifi Mutual Fund. Unifi Mutual Fund launched their first fund – Unifi Dynamic Asset Allocation Fund – two months ago and it already has an AUM of Rs. 600 crores. The Flexicap Fund is the second of three funds that they intend to launch in their initial phase
Time of India
21-05-2025
- Business
- Time of India
Unifi Mutual Fund launches second NFO
Chennai: Unifi Mutual Fund, part of the Unifi Group, has launched the second New Fund Offer (NFO). It comes after the first fund – Unifi Dynamic Asset Allocation Fund – with a debt-oriented proposition generated an AUM of more than Rs 620 crore within two months of its launch in March this year. The NFO, which was launched on May 19 is available till May 30, 2025. This open-ended equity scheme has the flexibility to invest across large-cap, mid-cap, and small-cap stocks, the company said in a statement on Tuesday. The flexicap fund is the second of three funds that it intends to launch in the initial phase, it added. 'The flexicap fund is our singular offering in the equity segment and enables us to stay focused on achieving long-term capital appreciation. Our portfolio construction approach would be to typically have 40 to 60 positions across five or more sectors offering growth tailwinds and reasonable valuations,' said Saravanan V N, CIO, Unifi Mutual Fund. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Time of India
21-05-2025
- Business
- Time of India
NFO Alert: Unifi Mutual Fund launches flexicap fund
Unifi Mutual Fund has announced the launch of Unifi Flexi Cap Fund , an open-ended equity scheme that has the flexibility to invest across large-cap, mid-cap, and small-cap stocks. The scheme is aligned with Unifi's Growth at a Reasonable Price (GARP) based investment philosophy. The new fund offer or NFO of the scheme is open for subscription and will close on May 30. The Unifi Flexi Cap Fund follows a seasoned investment and portfolio construction framework, ensuring a balance between active bottom-up positions and index mindfulness. The fund ultimately builds a diversified portfolio of 50-70 stocks, maintaining a 3–5-year investment outlook while balancing bottom-up active positions with benchmark mindfulness. Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track default , selected Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like If You Eat Ginger Everyday for 1 Month This is What Happens Tips and Tricks Undo The scheme will be anchored to investing in growth businesses and will be consensus-agnostic. The scheme strives to adopt a prudent sell-discipline on achieving objective or fundamental thesis change as part of its on-going portfolio management. Nifty 500 will be the primary universe for the fund from which 75% or more of the portfolio constituents will be selected. The next 500-750 companies would also be pursued tactically to capitalise on emerging sectors, trends and companies. Through rigorous research, the selection is narrowed down to 100-120 companies, focusing on earnings growth, leadership, and valuation comfort. Live Events The fund does not rigidly adhere to market cap classifications but instead gravitates toward stocks with the most compelling risk-reward profiles, ensuring diversified exposure to large-cap, mid-cap, and small-cap opportunities. The fund will be managed by V. N. Saravanan (CIO & Fund Manager), Aejas Lakhani (Fund Manager – Equity), Karthik Srinivas (Fund Manager – Debt), and Aman Reddy (Fund Manager – Foreign Investments). The performance of the fund will be benchmarked against Nifty 500 TRI. The minimum investment amount for lumpsum is Rs 5,000 and in multiples of Re 1 thereafter. The minimum amount for SIP investment is Rs 500 and in multiples of Re 1. The scheme will allocate 65-100% in equities and equity related instruments, 0-35% in debt securities and money market instruments, and 0-10% in units issued by REITs & InvIT's. 'The Flexicap fund is our singular offering in the equity segment and enables us to stay focused on achieving long-term capital appreciation. Our portfolio construction approach would be to typically have 40 to 60 positions across 5 or more sectors offering growth tailwinds and reasonable valuations. We aim to strike the right balance between bottom-up stock selection and being mindful of the benchmark,' said Saravanan V N , CIO, Unifi Mutual Fund. Unifi Mutual Fund launched their first fund – Unifi Dynamic Asset Allocation Fund – two months ago and it already has an AUM of Rs. 600 crores. The Flexicap Fund is the second of three funds that they intend to launch in their initial phase, according to a press release.
The Hindu
21-05-2025
- Business
- The Hindu
Unifi Mutual Fund introduces Unifi Flexi Cap Fund, new fund offer closes on May 30
Unifi Mutual Fund has introduced Unifi Flexi Cap Fund. The new fund offer (NFO) closes on May 30. The company in a statement said that this open-ended equity scheme has the flexibility to invest across large-cap, mid-cap, and small-cap stocks. 'The Flexicap fund is our singular offering in the equity segment and enables us to stay focused on achieving long-term capital appreciation. Our portfolio construction approach would be to typically have 40 to 60 positions across five or more sectors offering growth tailwinds and reasonable valuations.,' said Saravanan V N, CIO, Unifi Mutual Fund. Unifi Mutual Fund launched their first fund – Unifi Dynamic Asset Allocation Fund – two months ago and it already has AUM of ₹600 crore. The Flexicap Fund is the second of three funds that they intend to launch in their initial phase.
The Hindu
20-05-2025
- Business
- The Hindu
Unifi Mutual Fund
Unifi Mutual Fund has introduced Unifi Flexi Cap Fund. The new fund offer (NFO) closes on May 30. The company in a statement said that this open-ended equity scheme has the flexibility to invest across large-cap, mid-cap, and small-cap stocks. 'The Flexicap fund is our singular offering in the equity segment and enables us to stay focused on achieving long-term capital appreciation. Our portfolio construction approach would be to typically have 40 to 60 positions across five or more sectors offering growth tailwinds and reasonable valuations.,' said Saravanan V N, CIO, Unifi Mutual Fund. Unifi Mutual Fund launched their first fund – Unifi Dynamic Asset Allocation Fund – two months ago and it already has AUM of ₹600 crore. The Flexicap Fund is the second of three funds that they intend to launch in their initial phase.
