How to start a Unifi mutual fund SIP online?

Here’s how you can start a SIP in Unifi mutual funds, Launch Tickertape Mutual Fund Screener. Select the Unifi Mutual Funds that align with your investment goals. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK” Your order will be placed.

How to calculate Unifi mutual fund returns?

Here’s how you can calculate returns on your Unifi mutual fund investment - Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100 With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get the latest data on the Unifi mutual funds’s performance.

Does Unifi offer tax-free mutual fund schemes?

No, Unifi does not offer any Equity Linked Savings Scheme (ELSS) . While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act. Disclaimer: You can check the latest information about Unifi mutual funds on Tickertape Mutual Fund Screener .

How to cancel/stop a Unifi mutual fund SIP?

To cancel the Unifi mutual funds SIP, please refer to the official website. Disclaimer: Please do your own research or consult your financial advisor before making a financial decision.

How to withdraw money from Unifi mutual funds?

Here’s how to withdraw/redeem from Unifi mutual funds on Tickertape Mutual Fund Screener - Step 1 - Select the Unifi mutual funds you want to redeem Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar. Step 4 - Find the Unifi mutual funds you want to withdraw under “Mutual Funds” section (or “My Investments”), Step 5 - Tap on the mutual fund

What are the redemption charges of Unifi mutual funds?

Unifi mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on the Tickertape Mutual Fund Screener.

Which are the top-performing Unifi mutual funds?

Here are the three funds offered by Unifi Asset Management Pvt. Ltd. Unifi Dynamic Asset Allocation Fund Unifi Liquid Fund Unifi Flexi Cap Fund Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

How to increase the SIP amount in Unifi mutual funds?

You can do it from your broker account or from the Unifi mutual fund official website.

How to choose the best Unifi mutual funds before investing?

Here’s how to choose the best Unifi mutual funds for investing - Assess your risk tolerance. Analyse the fund’s performance on Tickertape Mutual Fund Screener. Compare the expense ratio. Evaluate portfolio diversification across sectors, market c=aps, and asset classes. Understand tax implications as equity and debt funds are taxed differently. Check for exit load and lock-in period. Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Top Unifi Mutual Funds - SIP Schemes, Performance, Returns 2025

Unifi Mutual Fund, launched in early 2025, is the mutual fund arm of Unifi Capital, a Chennai-based asset management company. As of August 2025, Unifi Mutual Fund manages assets totalling ₹1,266.7 cr across three schemes. The fund house has experienced significant growth, with an increase of ₹182.02 cr in assets between August and September 2025.

Top Unifi Mutual Funds in 2025

Top UNIFI Mutual Funds in India (2025)

Here's the list of top UNIFI mutual funds across equity, debt, hybrid funds offered by Unifi Asset Management Pvt. Ltd.

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	NameMFs (3)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓AMCAMC↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Expense RatioExpense Ratio↓	↓Exit LoadExit Load↓	↓VolatilityVolatility↓	↓Sharpe RatioSharpe Ratio↓
1.	Unifi Dynamic Asset Allocation Fund Unifi Dynamic Asset Allocation Fund	Dynamic Asset Allocation Fund Dynamic Asset Allocation Fund	Growth Growth	949.65 949.65	Unifi Asset Management Pvt. Ltd. Unifi Asset Management Pvt. Ltd.	10.55 10.55	1.80 1.80	- -	- -	0.93 0.93	1.50 1.50	0.68 0.68	5.98 5.98
2.	Unifi Flexi Cap Fund Unifi Flexi Cap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	146.33 146.33	Unifi Asset Management Pvt. Ltd. Unifi Asset Management Pvt. Ltd.	10.32 10.32	2.86 2.86	- -	- -	1.08 1.08	- -	7.78 7.78	0.49 0.49
3.	Unifi Liquid Fund Unifi Liquid Fund	Liquid Fund Liquid Fund	Growth Growth	142.06 142.06	Unifi Asset Management Pvt. Ltd. Unifi Asset Management Pvt. Ltd.	1,025.73 1,025.73	1.49 1.49	- -	- -	0.14 0.14	0.01 0.01	0.08 0.08	-0.46 -0.46

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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Unifi Asset Management Private Limited | AUM: Sorted from Highest to Lowest

What are Unifi Mutual Funds?

Unifi Mutual Funds are investment schemes managed by Unifi Capital, an asset management company known for its active investment strategies. These funds pool money from various investors and allocate it across multiple asset classes, including equities (stocks), debt (bonds), and hybrid instruments, based on the fund’s objectives and risk profile. Each Unifi Mutual Fund is managed by experienced fund managers who focus on delivering returns in line with the fund's stated goals, such as capital growth, income generation, or wealth preservation.

Key Information About Unifi Asset Management Private Limited

Here are the key details about Unifi Asset Management Private Limited-

Category	Details
Established	11th January 2024
AMC Name	Unifi Asset Management Private Limited
Headquarters	Chennai, Tamil Nadu
Assets Under Management	₹1,278 cr (₹12.78 bn) as of 30th June 2025
Equity Shareholding	- Unifi Capital Private Limited (Sponsor): Majority Stake- Public Shareholders: Minority Stake
Managing Director & CEO	Mr. George Alexander
Number of Schemes	3 schemes as of October 2025
Unique Investors	Approximately 1,950 investors as of June 2025
Distribution Network	Branch presence at 11 locations across India

Types of Funds Offered by Unifi Asset Management Company Ltd

Unifi Hybrid Funds

The Unifi Dynamic Asset Allocation Fund shifts money between equity and debt depending on what's happening in the market. The managers watch market conditions and adjust where they put your money. You get a mix of both asset classes, which balances out the risk and potential returns.

Unifi Debt Funds

The Unifi Liquid Fund puts your money into short-term debt and money market instruments. People use this fund when they want easy access to their cash and steady returns. It works well if you're just parking money temporarily and need to grab it quickly.

Unifi Equity Funds

The Unifi Flexi Cap Fund buys stocks of all sizes, large, mid, and small-cap companies. The fund managers move money around to catch growth wherever they find it. Over time, this flexibility could help your investment grow as they spot opportunities across different market segments.

Overview Top Unifi Mutual Fund Schemes

Unifi Dynamic Asset Allocation Fund

Unifi Dynamic Asset Allocation Fund is a hybrid scheme that moves money between equity and debt based on what's happening in the market right now. The fund managers look at current conditions and shift allocations accordingly. They want to make you money and help your capital grow. To do this, they spread your investment across fixed income instruments, equity, and equity derivatives.

Unifi Liquid Fund

Unifi Liquid Fund is a short-term debt fund. It buys money market and debt instruments that mature within 91 days. The fund focuses on two main things: keeping your money accessible and earning you reasonable returns.

Unifi Flexi Cap Fund

Unifi Flexi Cap Fund is an equity scheme that invests in large, mid, and small-cap stocks. The managers follow a Growth at a Reasonable Price (GARP) philosophy. They hunt for companies that are growing but haven't gotten too expensive yet. They manage the fund actively and pick stocks from the bottom up, looking at individual companies rather than just following the market. The goal is to grow your money over the long term.

How to Invest in Unifi Mutual Funds?

Here’s how you can identify and invest in top Unifi Mutual Funds with Tickertape Mutual Fund Screener -

Launch Tickertape Mutual Fund Screener.
Add a filter “AMC” and select “Unifi Asset Management Private Limited”.
Sort out the top Unifi mutual funds based on over 50 fundamental and technical filters.
After identifying the Unifi mutual funds that align with your investment thesis, click on “Place Order” to invest in the Unifi mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Unifi mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Unifi Mutual Funds Managers

Saravanan V. N.

Saravanan V. N. works as the Chief Investment Officer at Unifi Capital. He's spent years doing research and managing portfolios. After he joined Unifi, he helped shape how the company invests in equity and hybrid funds. His work has directly influenced the investment strategies you see today.

Baidik Sarkar

Baidik Sarkar serves as Vice President and Fund Manager at Unifi Capital. He's been in the field for over 20 years, working in consulting, research, and investment management. He manages Unifi's equity funds and uses a bottom-up investment approach to pick stocks.

Risks Associated with Unifi Mutual Funds

Market Risk

Unifi Mutual Funds face the same market ups and downs as any equity-based investment. When the economy shifts, interest rates change, or political events happen, your investments can go up or down. Equity and hybrid funds feel these swings more than others. You might make money or lose money depending on what the market does.

Credit Risk

Debt funds at Unifi can run into credit problems. This happens when companies or governments that issued bonds can't make their payments. If the bonds in your debt fund lose their credit quality, you could lose money.

Liquidity Risk

Sometimes a fund can't buy or sell assets quickly without moving prices. Unifi's Liquid Fund tries to give you easy access to your money. But other funds might have trouble selling assets fast, especially when markets get rough or when they hold securities that don't trade much.

Concentration Risk

Unifi Mutual Funds sometimes put money into specific sectors or types of assets. When a fund focuses heavily on one sector or group of stocks, it can swing up and down more dramatically. If that sector does poorly, your fund will feel it more.

Operational Risk

Technical problems, mistakes, or inefficiencies in how the fund operates can create issues. These problems might delay your transactions, mess up how managers run the fund, or make your experience as an investor frustrating.

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Factors to Consider Before Investing in Unifi Mutual Funds

Investment Objectives

Unifi Mutual Funds work for different goals. Maybe you want your money to grow over the long term. Or you need regular income. Or you just want to keep what you have safe. The company offers equity, hybrid, and debt schemes for these different needs. Figure out what you want, and you can pick a fund that matches.

Risk Tolerance

How much risk can you stomach? This matters a lot when choosing a Unifi fund. Equity funds like the Unifi Flexi Cap Fund bounce around more. Debt funds like the Unifi Liquid Fund stay steadier. Think about how you'd feel watching your investment drop 10% or 20%. If that keeps you up at night, stick with lower-risk options.

Time Horizon

How long can you leave your money invested? This changes everything. Got 10 or 15 years? You can handle equity and hybrid funds. Sure, they'll jump around in the short term, but they often deliver better returns if you wait. Need your money in a year or two? Look at liquid or debt funds instead. They're more stable.

Fund Performance

Past performance doesn't tell you what'll happen next, but it does tell you something. Look at how a fund handled different market situations. See if the fund manager's style fits what you're looking for. Just don't assume yesterday's winners will win tomorrow.

Expense Ratios

Fees eat into your returns. Unifi Mutual Funds charge management fees, and these costs add up over time. When you compare funds, check what you're paying. Lower expenses mean more money stays in your pocket.

Liquidity Considerations

Can you get your money out when you need it? The Unifi Liquid Fund makes this easy. Other funds might take longer or face restrictions. It depends on what they invest in. If you might need quick access to cash, pay attention to this.

Documents Required to Invest in Unifi Mutual Funds

Getting started with Unifi Mutual Funds is straightforward. You'll need to keep these documents handy:

Your PAN Card
Aadhaar Card for identity verification
Address proof: this could be your Passport, Voter ID, or Driving License
A filled KYC form (these are available for both individual and non-individual investors)
Your bank account information to link with your investments

It's worth checking Unifi's official AMC website for any updated requirements before you begin.

Conclusion

Unifi Mutual Funds offers a focused selection of three schemes, each tailored to meet specific financial goals with varying risk profiles. Despite the limited options, these funds are designed to provide efficient investment solutions for those seeking stability or growth. You can explore these funds on the Tickertape Mutual Fund Screener, utilising the 50+ available filters to conduct a comparative analysis.

Popular Stock Collections

Popular Mutual Fund Collections

Frequently Asked Questions About Unifi Mutual Funds

How to start a Unifi mutual fund SIP online?
Here’s how you can start a SIP in Unifi mutual funds,
1. Launch Tickertape Mutual Fund Screener.
2. Select the Unifi Mutual Funds that align with your investment goals.
3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.
How to calculate Unifi mutual fund returns?
Here’s how you can calculate returns on your Unifi mutual fund investment -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get the latest data on the Unifi mutual funds’s performance.
Does Unifi offer tax-free mutual fund schemes?
No, Unifi does not offer any Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.

Disclaimer: You can check the latest information about Unifi mutual funds on Tickertape Mutual Fund Screener.
How to cancel/stop a Unifi mutual fund SIP?
To cancel the Unifi mutual funds SIP, please refer to the official website.

Disclaimer: Please do your own research or consult your financial advisor before making a financial decision.
How to withdraw money from Unifi mutual funds?
Here’s how to withdraw/redeem from Unifi mutual funds on Tickertape Mutual Fund Screener -
1. Step 1 - Select the Unifi mutual funds you want to redeem
2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
4. Step 4 - Find the Unifi mutual funds you want to withdraw under “Mutual Funds” section (or “My Investments”),
5. Step 5 - Tap on the mutual fund
What are the redemption charges of Unifi mutual funds?
Unifi mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on the Tickertape Mutual Fund Screener.
Which are the top-performing Unifi mutual funds?
Here are the three funds offered by Unifi Asset Management Pvt. Ltd.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.
How to increase the SIP amount in Unifi mutual funds?
You can do it from your broker account or from the Unifi mutual fund official website.
How to choose the best Unifi mutual funds before investing?
Here’s how to choose the best Unifi mutual funds for investing -
1. Assess your risk tolerance.
2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
3. Compare the expense ratio.
4. Evaluate portfolio diversification across sectors, market c=aps, and asset classes.
5. Understand tax implications as equity and debt funds are taxed differently.
6. Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.