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UNIFI - APJ 20
UNIFI - APJ 20

UNIFI - APJ 20

  • Unifi Capital Pvt Ltd
  • Mid Cap
  • 4
    Out of 14*
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PMS Bazaar
Portfolio age10 years, 3 months
3.36%
4.27%
Hurdle Rate**0.00%
Fixed feeNo Option
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Baidik Sarkar
  • Manager Rank4 Out of 17
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr1.19%
Profile

Baidik is a Chartered Accountant with over 12 years of experience in consulting, corporate finance and equity research. Mr. Baidik Sarkar has been with UNIFI for last 10 years and currently handles equity research across IT, real-estate and the agricultural sector and also assists the CIO in managing the company’s Spin-Off and APJ fund. Prior to UNIFI, Mr. Baidik worked as a Strategy Consultant with the Government Reforms and Institutional Development arm of PricewaterhouseCoopers -PWC.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
14 Out of 21
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
14 Out of 21
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
₹288.00 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Unifi Capital Pvt Ltd
Unifi Capital Pvt Ltd manages assets worth Rs 20654.59 crores. Its current offering of PMS schemes includes 4 Mid Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

20,654.59 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
11 Out of 21
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
14 Out of 21
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
17 Out of 21
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
207 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
18 Out of 21
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of UNIFI - APJ 20?
There is no option for Hurdle rate.
What is the fixed fee charged in UNIFI - APJ 20 ?
The fixed fee charged in UNIFI - APJ 20 is No Option.
What is the variable fee charged in UNIFI - APJ 20 ?
There is no option for Variable fee.
What is the profit sharing in UNIFI - APJ 20 ?
There is no option for Profit sharing.
What is the minimum investment in UNIFI - APJ 20 ?
The minimum investment in UNIFI - APJ 20 is ₹50 Lacs
What type of scheme is UNIFI - APJ 20?
UNIFI - APJ 20 is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of UNIFI - APJ 20?
The inception date of UNIFI - APJ 20 is Sep 02, 2015.
What is the exit load of UNIFI - APJ 20?
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.