Unifi Capital PMS or Portfolio Management – Returns, Charges, Support & more
Founded by Darath Reddy in 2001, Unifi Capital PMS is a private Portfolio Management house with its head office in Chennai, Tamil Nadu.
Working with the highly experienced core team, the firm offers innovative investment strategies with impressive risk-adjusted returns.
Moreover, Unifi Capital has succeeded in managing the AUM worth Rs. 20,553.45 crores of 8,000+ clients by continuously focusing on relationships and offering customized services.
The company’s remarkable 23-year performance is marked by all funds outperforming respective benchmarks over their lifetime.
This review will discuss all vital Unifi Capital Portfolio Management aspects, from commissions and perks to eligibility requirements, investment strategies, and fund managers.
| Total AUM | Rs.20,553.45 Cr. |
| Avg. 1 Year Return | 30.11% |
| Active Clients | 9603 |
| No. of Strategies | 7 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 23 Years |
Unifi Capital PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Why Invest in Unifi Capital PMS?
Unifi Capital Portfolio Management Services is India’s leading PMS asset source. By investing your funds in Unifi Capital PMS, you can avail of the following benefits:
- Unifi Capital follows the investment philosophy of ‘ideas made the difference and ideology sustains it.’ Therefore, the firm delivers excellence in managing investment portfolios and delivering returns.
- It leverages its strong ethics of knowledge and hard-working team to help clients add more money to their bank accounts.
- Investors can access the Unifi Capital PMS user-friendly dashboard to look up their investment portfolios online and track their returns.
- The firm works with an extensively experienced management and customer support team to provide better customer experience.
- By investing their funds with Unifi Capital PMS for a year, investors earned an average return of 30.11%, almost thrice the benchmark (Nifty 50).
Unifi Capital Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
As given in the table, the Unifi Capital PMS Returns are outstanding. On comparing the company’s latest return figures with Nifty 50 returns for both short-term and long-term investments, you can find that the former surpassed the latter.
Unifi Capital PMS delivered a return of 30.11% on a one-year investment, while Nifty 50 offered a return of 10.74% on the investment made for the same period.
Talking about medium-term investment, the PMS house helped its clients earn a 28.88% return on a three-year investment. On the other hand, Nifty 50 returns on three-year investment were 20.15%.
Furthermore, on investing their funds for five years, investors earned 15.93% returns with Unifi Capital PMS. Meanwhile, Nifty 50 offered a return of 11.52% on the investment made for five years.
Unifi Capital PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Unifi Capital PMS Commission entails three varied fee slabs, and details are discussed below:
The company asks for fixed and variable fees as annual maintenance charges. You must pay 2% of your fund value for the fixed fees. Regarding variable fees, you are charged 1.5% of your fund value.
In addition, you must pay the firm a share of your profit if you earn more than 10% profit. The share Unifi Capital specifies is 15% of your earnings.
Now, coming to the best part, there are no exit load charges. Don’t worry! You can redeem your investment portfolio before the completion of the pre-determined term, but you don’t have to pay a single penny as exit load charges.
Best Strategies by Unifi Capital Portfolio Management Services
Check out various strategies or Investment approaches provided by Unifi Capital Portfolio Managers.
| Strategy Name | Blended Rangoli | BCAD | HOLDING CO | APJ 20 | GREEN FUND | Insider Shadow | BCAD2: Breakout 20 |
| Start Date | 12-Jun-17 | 01-May-18 | 11-May-14 | 02-Sep-15 | NA | 01-May-10 | 14-Jan-22 |
| Category | Flexicap | Mid Cap | Multi Cap | Mid Cap | NA | Mid Cap | Mid Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | NA | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Year Return | 37.50% | 38.93% | 31.79% | 55.59% | NA | 34.38% | 35.83% |
| 3 Yr. Return | 27.07% | 24.52% | 20.63% | 32.33% | NA | 24.06% | NA |
| 5 Yr. Return | 28.82% | 22.24% | 14.32% | 32.76% | NA% | 23.89% | NA |
| Fund Manager | Mr. Sarath K Reddy | Mr. Sarath K Reddy | Mr. Sarath K Reddy | Mr. Sarath K Reddy | Not Disclosed | Mr. Sarath K Reddy | Mr. Sarath K Reddy |
You can protect your investments from micro and macro risk by enrolling in any one of the seven Unifi Capital Portfolio Managers Strategy:
Blended Rangoli
Introduced on 12 June 2017, Blended Rangoli allows investors to invest in the assets in the ‘flexicap’ segment.
The investment in this fund is compared with the S&P BSE 500 and is managed by Mr Sarath K Reddy.
Moreover, the investment made for one year delivered a return of 37.50% under the Blended Rangoli investment strategy.
The return on medium-term investment was 27.07%, and long-term investment was 28.82%.
BCAD
A growth-oriented fund portfolio, BCAD was introduced on 1 May 2018. Investors enrolling for this investment approach can capitalize on the in-depth experience of Mr Sarath K Reddy in the Indian equity market.
The investment strategy is spread across many stocks in the ‘mid-cap’ segment.
With the S&P 500 being the benchmark, the Unifi Capital BCAD investment strategy delivered a return of 38.93% on a one-year investment.
Moreover, the return on a three-year investment was 24.52%, and the five-year investment was 22.24%.
HOLDING CO
Unifi Capital PMS paved the Holding CO investment strategy on 11 May 2014 to target the assets categorized in the ‘multi-cap’ segment.
Mr Sarath K Reddy is responsible for managing investment portfolios under this investment approach, with the S&P 500 being the benchmark.
Holding Co’s investment strategy proved successful by enabling investors to earn an impressive return of 31.79% on short-term investments.
In addition, the PMS house delivered a return of 20.63% on a three-year investment and an 14.32% return on a five-year investment under this strategy.
APJ 20
APJ 20 was introduced on 2 September 2015 to allow investors to invest in the assets categorized in the ‘mid-cap’ segment.
The investment in this fund is compared with the S&P BSE 500 and is managed by Mr Sarath K Reddy.
Moreover, the investment made for one year delivered a return of 55.59% under the APJ 20 investment strategy. The return on investment for three years was 32.33%, and for five years was 32.76%.
GREEN FUND
The Green Fund investment approach was introduced on 23 January 2017 to cater to industries that are into renewable energy.
Investors opting for this investment strategy can invest in ‘small cap’ assets under the guidance of Mr Sarath K Reddy.
With the S&P 500 being the benchmark, the Green Fund investment strategy delivered a return of 35.31% on a one-year investment.
Moreover, the return on a three-year investment was 41.17%, and the five-year investment was 17.18%.
Insider Shadow
Unifi Capital PMS developed the Insider Shadow investment strategy on 1 May 2010 to allow investors to invest in the assets categorized in the ‘mid-cap’ segment.
Mr Sarath K Reddy manages investment portfolios under this investment approach, with the S&P 500 being the benchmark.
Insider Shadow delivered an impressive risk-adjusted return of 34.38% on short-term investment.
In addition, the company delivered a return of 24.067% on a three-year investment and a 23.89% return on a five-year investment under this strategy.
BCAD2 Breakout 20
Introduced to the public on 14 January 2022, BCAD2 Breakout 20 is the extension of the BCAD fund of Unifi Capital PMS.
The investment approach is spread across ‘mid-cap’ assets, and the S&P 500 is the benchmark. Under the guidance of Mr. Sarath K Reddy, investors earned a return of 35.83% on a one-year investment.
Top Fund Managers of Unifi Capital PMS
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This section will make you familiar with some of the best Unifi Capital PMS Fund Managers:
Mr Sarath K Reddy
Mr Sarath K Reddy is the founder and CIO of Unifi Capital Ltd. With over 30 years of experience in the investment field, he has managed investment portfolios of thousands of clients and helped them earn impressive, risk-adjusted returns.
He commenced his career as a Manager at Standard Chartered Bank and then worked as managing Director at Navia Markets Ltd for over seven years.
He became an entrepreneur by founding Unifi Capital and now works closely with a research analyst and fund management team to optimize clients’ fund portfolios.
Regarding his educational background, he completed a BA in economics from Loyola College and an MBA from Utah State University.
Mr Baidik Sarkar
Mr Baidik Sarkar is the Vice President, Head of Research, and Fund Manager at Unifi Capital Pvt. Ltd. He manages equity research IT, agricultural, and real estate sectors while assisting the CIO.
With over 13 years of experience, Mr. Baidik Sarkar is one of the best minds in managing and optimizing fund portfolios.
Previously, he was a strategy consultant at Price Waterhouse Coopers and in the corporate finance and research department at Unifi Capital.
He completed his B.Com in Management, Finance, Accounting, and Taxation from the University of Madras and is a Chartered Accountant.
Mr Saravanan V N
A Chartered Accountant, Mr Saravanan V N is currently working as the Vice President, Executive Director, and Alternative Investment Fund Manager at Unifi Capital Pvt. Ltd.
Previously, he worked as an Article Assistant at Price Waterhouse Coopers and manager at ICICI Bank Ltd. With 17 years of experience handling finance, he completed multiple programs like equity research, corporate finance, auditing, and taxation.
Mr Saravanan V N has given Unifi Capital 17 lengthy years while handling many responsibilities, including tracking domestic debt markets, pharmaceuticals, and an NBFC.
Additionally, he advises clients on debt fund investments, hedging, and arbitrage opportunities.
Unifi Capital Portfolio Managers SWOT Analysis
Check out the detailed SWOT Analysis on Unifi Capital Portfolio Management.
Strength
- The company gives growth and excellent stock performance at attractive prices.
- Unifi Capital PMS offers its clients flexible investment strategies.
- Investors can switch from one strategy to another according to their changing financial needs.
- Clients can access the back-office report and top-notch research support.
- It offers NRI investment to the clients.
Weakness
- The PMS house doesn’t allow clients one-to-one interaction with the fund manager.
- Unifi Capital PMS specifies stringent eligibility criteria for potential investors.
- It charges variable profit-sharing commissions from clients.
Opportunities
- Unifi Capital PMS can impart financial education to people in backward areas and encourage them to invest their idle funds.
- The rapidly growing Indian equity market presents increasing opportunities for PMS houses.
- An increasing number of HNIs.
Threat
- Rising competition in the investment space
- High inflation and jobless market
- Uncertain Indian financial market
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Investment Facilities provided by Unifi Capital Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Below are some Unifi Capital Portfolio Management Features that fund managers offer their clients:
Although clients can’t access customized investment strategies, they can switch from one strategy to another per their changing financial needs.
However, the company asks for 1.5% of the fund value as switch charges. Clients are allowed to decide between discretionary and non-discretionary PMS.
Discretionary PMS involves decisions being taken by the fund manager alone. On the other hand, non-discretionary PMS requires both the fund manager and the client to make any investment-related decision.
NRI investment is available for clients interested in investing their idle funds in foreign stocks. In addition, you can withdraw your fund portfolio early, and that too without paying any charges.
Unifi Capital Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Let’s learn what support Unifi Capital Portfolio Management Services renders to their clients:
You can contact the customer help desk by calling or emailing your doubts, queries, or complaints regarding your portfolio.
Moreover, you can access chat support 24/7 to register your complaints or resolve your queries.
Dedicated RM support is available, but you can’t interact with your fund manager. Furthermore, you can expect your issues to be heard and resolved within seven working days.
Unifi Capital PMS Dashboard Link
Web Platform
Unifi Capital PMS Dashboard is the ultimate solution for investors who prefer investing and managing their portfolios online.
You can access the company’s user-friendly dashboard by enrolling as one of its clients. Once you are the PMS house’s official client, you can secure a unique account and login credentials.
After logging in the firm’s dashboard, you can track your investments and fund portfolio.
Regularly monitoring your investment portfolio online will help you know its performance and make investment decisions accordingly.
Unifi Capital PMS Login
To Unifi Capital PMS Login, click on the dashboard link in the table. The link will redirect you to the Unifi Capital PMS dashboard link.
When on the page, enter your login details in the given space and tap the ‘Login’ button. Once logged in, you can access multiple features to track and manage your fund portfolio.
Unifi Capital PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Unifi Capital Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
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Telephone No.
Address
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How to Invest in Unifi Capital PMS?
To Invest in Unifi Capital Portfolio Management, first know whether you are eligible for the same. This section explains the eligibility criteria to become a Unifi Capital PMS client:
- You must be an Indian resident or an NRI.
- You must be over 18 years old.
- You are mandated to deposit at least 50 lakh INR.
If you adhere to all these eligibility criteria, you can proceed further and fill in the form you can find by scrolling down on this page.
Once the form is submitted, a Unifi Capital PMS representative will call you to guide you on the documents required for verification.
The following are the documents you must submit to invest with Unifi Capital PMS:
- PMS agreement
- POA
- Demat Account
- PAN
- Address Proof
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Unifi Capital PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Unifi Capital Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Unifi Capital PMS – Conclusion
Unifi Capital PMS is one of India’s famous portfolio management service providers. As the company’s client, you can get an investment plan per your financial goals and strengths.
Moreover, the firm is recognized for delivering personalized and thematic investment portfolios with whopping returns on short-term and long-term returns.
Unifi Capital PMS fully supports its clients by offering facilities and customer support much-needed for a smooth investment experience. Therefore, Unifi Capital is the best PMS to entrust your fund portfolio.
FAQs on Unifi Capital Portfolio Managers
Here are various FAQs related to Unifi Capital Portfolio Management Services.
Which is the Best Strategy for Unifi Capital PMS?
GREEN FUND is the best strategy for Unifi Capital PMS as it promotes the companies supporting renewable energy.
In addition, the strategy helped investors earn a whopping return of 35.31% on a one-year investment, a 41.17% return on a three-year investment, and a 17.18% return on a five-year investment.
What is the Minimum Investment in Unifi Capital PMS?
The minimum investment in Unifi Capital PMS is 50 lakhs INR.
What is the Return of Unifi Capital PMS?
With Unifi Capital PMS, investors earned an average 1-year return of 30.11 %. Moreover, the 3-year return was 28.88%, and the 5-year return was 15.93%.
Is Unifi Capital Portfolio Management good?
Unifi Capital is a good portfolio management service provider, offering investors seven flexible investment strategies with impressive risk-adjusted returns.
What is the fixed commission of Unifi Capital PMS?
The fixed commission of Unifi Capital PMS is 2% of fund value (AMC).
Is a Demat account mandatory for Unifi Capital Portfolio Managers?
To become Unifi Capital portfolio managers, you must open a Demat account.
What are the Exit Charges of Unifi Capital Portfolio Management?
Unifi Capital portfolio management doesn’t charge a single penny for redeeming the fund portfolio before a pre-determined investment term is completed.
Who are the current fund managers of Unifi Capital PMS?
Mr Sarath K Reddy, Mr Baidik Sarkar, and Mr Saravanan V N are the current fund managers of Unifi Capital PMS.
What is the AUM of Unifi Capital Portfolio Management Service?
The AUM of Unifi Capital PMS is Rs. 15,496.99 crores.
Do Unifi Capital Portfolio Managers Charge Variable Commissions?
Unifi Capital portfolio managers charge 1.5% of fund value as variable commission.
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