Unifi Dynamic Asset Allocation Fund does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.65% | 1.03% |
| 2 Year Return | N/A | 10.99% |
| 3 Year Return | N/A | 29.11% |
| 4 Year Return | N/A | 41.83% |
| 5 Year Return | N/A | 51.19% |
| 6 Year Return | N/A | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 1.29% | - |
AMC: UNIFI
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 03 Mar 2025
Fund Manager: Mr. Saravanan V N
Minimum Purchase: ₹5,000
Exit Load: In case units are redeemed/switched out within 12 months from the date of allotment: Upto 20% of such units Exit Load will be - Nil In excess of 20% of such units - 1.5% of applicable NAV will be charged as Exit Load. In case units are redeemed/switched out after 12 months from the date of allotment, no Exit Load is applicable.
Lock-in: 0
Risk: Moderate Risk
Unifi Dynamic Asset Allocation Fund is managed by UNIFI and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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