Unifi Mutual Fund
- AMC AGE NA
- AMC AUM (In Cr) ₹ 1,579.64
- Number of Schemes 3
Unifi Mutual Fund is part of the Unifi group ecosystem and is positioned around active investing with strong research orientation and a portfolio-led culture. As a newer mutual fund entrant, it is best framed as an AMC building its mutual fund track record on top of an existing investing franchise, with a focus on process discipline and product clarity.
For investors, the correct lens is “fit and intent”: evaluate schemes based on goal match and portfolio role, not just the AMC narrative.
List of Unifi Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
| Unifi Dynamic Asset Allocation Fund - Direct Growth
|
1,290 | - | - | |
Unifi Flexi Cap Fund - Direct Growth
|
200 | - | - | |
Unifi Liquid Fund - Direct Growth
|
90 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
| Unifi Dynamic Asset Allocation Fund - Direct Growth
|
- Fund Size (Cr.) - 1,290 |
||
Unifi Flexi Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 200 |
||
Unifi Liquid Fund - Direct Growth
|
- Fund Size (Cr.) - 90 |
Key Information about Unifi Mutual Fund
- Name of the Mutual Fund
- Unifi Mutual Fund
- Date of Incorporation
- 11 January 2024
- Setup Date
- 05 March 2024
- Sponsor Name
- Unifi Capital Private Limited
- Trustee Name
- Unifi Mutual Fund Trustee Private Limited
- Chief Executive Officer
- Mr. George Alexander
- Compliance Officer
- Mr. Partha Roy
- Chief Investment Officer
- NA
- Investment Service Officer
- Ms. Anuradha V
- Auditor
- Suri & Co., Chartered Accountants - AMC Auditor, S R Batliboi & Co LLP
- Custodian
- HDFC Bank Limited
- Registrars
- Computer Age Management Services Limited
- Address (Head Office)
- No. 19, Kakani Towers, Third Floor, 15, Khader Nawaz Khan Road, Nungambakkam
- Telephone No
- 044-42952312; 044-69085012
- Fax No
- NA
How to Invest in Unifi Mutual Fund?
Investing in Unifi Mutual Fund through 5paisa follows a clear online flow designed to keep the experience consistent—whether you’re starting small or building a long-term plan.
Step 1: Log in/register on the 5paisa platform.
Step 2: Complete KYC using PAN and the required documents.
Step 3: Search for Unifi Mutual Fund under Mutual Funds.
Step 4: Check scheme objective, category, horizon, and suitability for your plan.
Step 5: Choose SIP or lump sum based on how you want to invest.
Step 6: Confirm payment/mandate and submit your order through the secure flow.
You can track holdings, SIPs, and transaction history from your dashboard.
How to Invest in Unifi Mutual Fund ?
Investing in Unifi Mutual Fund through 5paisa follows a clear online flow designed to keep the experience consistent—whether you’re starting small or building a long-term plan.
Step 1: Log in/register on the 5paisa platform.
Step 2: Complete KYC using PAN and the required documents.
Step 3: Search for Unifi Mutual Fund under Mutual Funds.
Step 4: Check scheme objective, category, horizon, and suitability for your plan.
Step 5: Choose SIP or lump sum based on how you want to invest.
Step 6: Confirm payment/mandate and submit your order through the secure flow.
You can track holdings, SIPs, and transaction history from your dashboard.
Closed NFO
-
-
19 May 2025
Launch Date
30 May 2025
Closed Date
Other Calculators
Frequently Asked Questions
Use category role, portfolio fit, time horizon, and risk capacity as the primary filters, then validate via disclosures and scheme objective.
Yes, eligible schemes can be invested in via SIP, and you can manage the SIP instructions inside your account.
The meaningful costs are the disclosures embedded at the scheme level, so it’s best to review them in the scheme details rather than assume extras.
Yes, SIPs can typically be paused/stopped digitally, subject to cut-offs and processing timelines.
KYC completion, a linked bank mandate, and clarity on investment horizon are the essentials before placing your first order.
Yes, redemptions are typically available online, though timelines depend on the scheme type and settlement cycle.
It is fairly simple to increase your SIP amount in Unifi Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.