PMS Company
Unifi Capital
Theme-based strategies capturing value from special corporate situations and structural opportunities.
- Strategies
- 5
- Fund managers
- 1
- SEBI registration
- Verify on the SEBI Portfolio Managers list
- Official website
- Visit ↗
Overview
Unifi Capital runs 5 portfolio management strategies in our database, spanning 2 categories (Multi Cap, Mid & Small Cap). Across the 5 of its strategies with a three-year record, the average three-year annualised return is 9.90%, ranging from +8.18% (Unifi Insider Shadow) to +13.05% (Unifi APJ 20). Theme-based strategies capturing value from special corporate situations and structural opportunities. All figures are sourced from public disclosures and dated; PMS in India carries a ₹50 lakh minimum and market risk.
Ranked by 3-year CAGR among this company's strategies with at least 3 years of history. Not an investment recommendation.
Sarath K Reddy · Mid & Small Cap · Benchmark N/A
1Y
+10.76%
3Y CAGR
+13.05%
5Y CAGR
+13.17%
As of 31 August 2026 · Source: PMS AIF World
Fund managers
Strategies
| Strategy | Manager | Category | 1Y | 3Y CAGR | 5Y CAGR | As of |
|---|---|---|---|---|---|---|
| Unifi Blended – Rangoli | Sarath K Reddy | Multi Cap | +10.49% | +10.61% | +10.75% | 31 August 2026 |
| Unifi BCAD Fund | Sarath K Reddy | Multi Cap | +5.28% | +8.31% | +9.53% | 31 August 2026 |
| Unifi APJ 20 | Sarath K Reddy | Mid & Small Cap | +10.76% | +13.05% | +13.17% | 31 August 2026 |
| Unifi Insider Shadow | Sarath K Reddy | Multi Cap | +9.47% | +8.18% | +8.19% | 31 August 2026 |
| Unifi BCAD2 – Breakout 20 | Sarath K Reddy | Multi Cap | +7.49% | +9.34% | N/A | 31 August 2026 |
Returns ≤1 year are absolute; multi-year returns are annualised (CAGR). Data as of each row's date. Past performance is not indicative of future results.
Frequently asked questions
How many PMS strategies does Unifi Capital offer?
We track 5 Unifi Capital strategies across Multi Cap, Mid & Small Cap. You can see each one, with returns and the fund manager, in the table on this page.
Which Unifi Capital strategy has performed best?
By three-year annualised return in our dataset, Unifi APJ 20 leads with +13.05% (as of 31 August 2026). This is a factual ranking of reported returns, not a recommendation — past performance is not indicative of future results.
What is the minimum investment for Unifi Capital PMS?
As with every Portfolio Management Service in India, SEBI mandates a minimum investment of ₹50 lakh.
Is Unifi Capital PMS registered with SEBI?
Portfolio Managers in India must be registered with SEBI. You can verify Unifi Capital's current registration on the official SEBI list of registered Portfolio Managers linked on this page.
Disclosure. Past performance is not indicative of future results. PMS investments are subject to market risks. This information is for research and education only and is not investment advice or a recommendation. Verify current details on Unifi Capital's official website and the SEBI list of registered Portfolio Managers.
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