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UNIFI - APJ 20
UNIFI - APJ 20

UNIFI - APJ 20

  • Unifi Capital Pvt Ltd
  • Mid Cap
  • 8
    Out of 14*
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PMS Bazaar
Portfolio age10 years, 11 months
3.39%
1.73%
Hurdle Rate**8.00%
Fixed fee2.00%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

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

PORTFOLIO MANAGERS

Baidik Sarkar
  • Manager Rank11 Out of 20
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr3.93%
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
8.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
4 Out of 23
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 23
Fixed Fee
2.25%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Unifi Capital Pvt Ltd
Unifi Capital Pvt Ltd manages assets worth Rs 16225.01 crores. Its current offering of PMS schemes includes 4 Mid Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

16,225.01 (As on Jun, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
2 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
3 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
4 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
36 Out of 278
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
8 Out of 23
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of UNIFI - APJ 20?
The hurdle rate of UNIFI - APJ 20 is 8.00%.
What is the fixed fee charged in UNIFI - APJ 20 ?
The fixed fee charged in UNIFI - APJ 20 is 2.00%.
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 ?
The profit sharing in UNIFI - APJ 20 is 20% Profit Sharing above 8% Hurdle chargeable on the anniversary date.
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.