IA Insight Report
IA Insight REPORT

INDIVIDUALLY MANAGED ACCOUNTS

Investment Approach Details

₹199.22

(AUM CR)
   

Unifi Capital Pvt Ltd

BSE 500 TRI

Equity

Equity

15/04/2025

1.6 Years

1

AMC Charge (Direct and RIA) - 1.5% of AUM; AMC Charge (distributor) - 2% of AUM

AMC Charge(direct and RIA) - 1% of AUM or AMC (Distributor) - 1.5% of AUM and 20% profit sharing over 10% hurdle rate

NA

   

Individually Managed Accounts (IMA) will participate in good quality stock ideas across sectors.The mandate is to look out for attractive macro themes which gets tied with bottom-up deep business understanding and stock picking. Focus is towards under-covered names which may require a long time to unlock value. Thus, the fund is expected to have a low average turnover rate.

Fund Manager Details

Ms.Nisha Kakran

NA

NA

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/09/2026

0.03

0.83