Unifi Mutual Fund
AUM
₹ 1,266.75 cr.
AMC Age
1 Years
No. Of Schemes
3
Unifi Mutual Fund strives to be a reliable partner for both investors and advisors by fostering informed and disciplined investing. Supported by its strong financial expertise, the AMC offers a diverse range of funds designed to meet varying investment needs.
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About Unifi Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Established in 2001, Unifi Mutual Fund is an independent, performance-driven asset management company focused on delivering superior risk-adjusted returns. With a strong emphasis on active equity and debt investing, the AMC is 100% employee-owned, enabling it to prioritize long-term investor outcomes over short-term gains.
Key Features
- Unifi Mutual Fund offers a carefully curated set of mutual fund schemes, including equity, debt, and hybrid funds, built around a disciplined, research-driven investment philosophy.
- Every investor is treated as a partner. The fund house emphasizes transparency, fiduciary responsibility, and education to help clients make informed investment decisions and achieve long-term financial goals.
- Being fully independent and employee-owned allows Unifi Mutual Fund to concentrate on performance, maintain accountability, and limit fund offerings to ensure high-quality portfolio management.
- With offices in major Indian cities, the AMC combines deep investment expertise with accessibility, ensuring investors receive personalised service and support.
Documents Required
To invest in Unifi Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Unifi Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Unifi Mutual Fund Managers
Mr. Karthik Srinivas
Mr. Aejas Lakhani
Mr. Saravanan V N
Mr. Aman Reddy
How To Invest In Unifi Mutual Fund With Choice?
Unifi Mutual Fund FAQs
The best Unifi Mutual Fund depends on your financial goals and risk appetite. Equity funds suit long-term growth, debt funds offer stability, and hybrid funds balance risk and reward. You can explore detailed research and performance insights with the Choice FinX app to select the right fund.
Unifi Mutual Fund schemes are taxed based on the type of fund and the holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory, and non-individual investors may need additional documents.
The minimum investment in an Unifi Mutual Fund depends on the specific scheme. For the Flexi Cap Fund, the minimum is 5,000 for a lump sum and 500 for a Systematic Investment Plan (SIP). For the Liquid Fund, the minimum lump sum investment is 5,000 and the minimum SIP amount is 1,000.
Returns are calculated based on the Net Asset Value (NAV). The formula used is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, returns are calculated using the XIRR (Extended Internal Rate of Return) method. Choice provides real-time NAV updates and tools to calculate potential returns.
Yes, you can switch between Unifi Mutual Funds through Choice FinX. While switching is allowed, it is important to consider exit loads and tax implications based on the duration of your investment.
Charges include the expense ratio for fund management, exit load for early withdrawals, and transaction fees for investments beyond a certain limit. Direct plans available through Choice usually have lower charges than regular plans.
No, a Demat account is not mandatory to invest in Unifi Mutual Funds through Choice. However, if you prefer to hold mutual fund units in electronic form, opening a Demat account is recommended.
You can access your Unifi Mutual Fund statement through the Choice platform under the Portfolio section. Alternatively, statements can be obtained via the Unifi Mutual Fund website, through email requests, or from CAMS or KFintech portals.
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