Unifi Mutual Fund

Unifi Mutual Fund is a SEBI-registered asset management company in India that operates under Unifi Asset Management Private Limited. The AMC was incorporated in January 2024 and established for mutual fund activities in March 2024. It is sponsored by Unifi Capital Private Limited, a financial services group with a background in portfolio management services. The fund house’s mission includes creating savings and investment instruments for individuals in India.

1. Founding and Structure: Unifi Asset Management Pvt. Ltd. was set up in early 2024 and received regulatory approval to operate mutual funds in India.
2. Sponsor Support: The mutual fund business is backed by Unifi Capital, which has a history in portfolio management and related investment services.
3. Regulatory Compliance: The AMC and its schemes operate under SEBI’s mutual fund regulatory framework, with statutory documents such as the Scheme Information Document (SID) and Key Information Memorandum (KIM) publicly available.
4. Scheme Count & AUM: Unifi Mutual Fund manages multiple schemes across categories. As of mid-2025, the total assets under management were reported in the ₹600 crore to ₹1,400 crore range across its scheme suite.
5. Leadership & Governance: The AMC’s leadership includes roles such as the CEO and CIO, with independent trustees overseeing governance and compliance.

1. Multiple Scheme Categories: The fund house offers schemes across different asset types, including:
2. Equity Fund: Unifi Flexi Cap Fund — an open-ended equity scheme that can invest across large cap, mid cap, and small cap stocks.
3. Hybrid Fund: Unifi Dynamic Asset Allocation Fund — a scheme with exposure to equity, debt, and other instruments through dynamic allocation.
4. Debt Fund: Unifi Liquid Fund — invests in short-term money market and debt instruments.
5. Plan Options: Schemes typically offer Direct and Regular choices, which differ in cost structure.
6. Open-Ended Structure: Most schemes are structured to allow purchases and redemptions in accordance with normal mutual fund practices.
7. Portfolio Disclosure: Factsheets and portfolio holdings are published periodically to provide insight into fund composition.
8. Risk & Expense Information: Each fund carries risk classifications and expense details in its official documentation.

1. Diverse Options Within One AMC: Unifi Mutual Fund covers multiple asset segments — equity, debt, and hybrid — which allows individuals to review different structural formats under one fund house.
2. Material Disclosure: Key documents such as NAV histories, factsheets, annual reports, and statutory disclosures are available on the official website and accessible for reference.
3. Modern Product Line: Being a new entrant, many schemes have recently launched, providing a range of fresh product alternatives in current market contexts.
4. Educational Resources: The AMC provides guides and explanatory material in its Knowledge Hub to help individuals understand mutual fund concepts and products.
5. Dedicated Scheme Focus: Individual schemes are created with specific investment objectives and structures that are explained in official scheme literature.

Unifi Mutual Fund is a SEBI-registered mutual fund managed by Unifi Asset Management Private Limited, sponsored by Unifi Capital Private Limited. Established in early 2024, the AMC offers multiple funds covering equity (e.g., Flexi Cap), hybrid (e.g., Dynamic Asset Allocation), and debt (e.g., Liquid Fund) categories. It follows standard regulatory practices for disclosure and documentation, with portfolio factsheets, statutory documents, and scheme details available on the official website. As with all mutual funds, scheme values vary with market conditions, and each scheme’s structure and costs should be understood by consulting official scheme documentation and risk disclosures.