The fund is an open-ended equity scheme that will invest across large-cap, mid-cap, and small-cap stocks. It aligns with the fund house’s Growth at a Reasonable Price (GARP) investment strategy.
The Flexi Cap Fund aims to build a diversified portfolio of 50–70 stocks drawn primarily from the Nifty 500 universe. It also plans to include tactical bets from the next 500–750 companies to capture emerging opportunities.
The fund will typically hold 40 to 60 positions across multiple sectors, targeting a balance between bottom-up stock selection and benchmark alignment. The investment horizon is 3–5 years, with a focus on capital appreciation.
This is Unifi Mutual Fund’s second product following the launch of the Unifi Dynamic Asset Allocation Fund, which has already garnered ₹600 crore in AUM. The Flexi Cap Fund is part of the fund house’s plan to launch three focused funds in its initial phase.
The fund will be managed by a team led by V N Saravanan, Chief Investment Officer, with over two decades of experience. The equity team includes Aejas Lakhani, while debt and global allocations will be managed by Karthik Srinivas and Aman Reddy, respectively.
Unifi Mutual Fund is backed by Unifi Capital, an asset management firm with a 23-year track record and ₹25,000 crore in AUM.
First Published: May 21, 2025 9:36 AM IST