Unifi Flexi Cap Fund

AMC: UNIFI Moderate Risk Equity Flexi Cap

📊 Quick Summary Of This Page

Unifi Flexi Cap Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
2.10%
Expense Ratio
Mr. Saravanan V N
Fund Manager
Growth
Plan Type
19 May 2025
Launch Date
1%
In case units are redeemed/switched out within 12 months from the date of allotment: 1% of applicable NAV will be charged. In case units are redeemed/switched out after 12 months from the date of allotment, no Exit Load is applicable.
Exit Load
NAV Momentum
Fund Analysis

Unifi Flexi Cap Fund does not yet have a 5-year performance history.

The average return for Flexi Cap funds is 66.68% .

Holdings Insights

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.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A -1.16%
2 Year Return N/A 12.01%
3 Year Return N/A 35.81%
4 Year Return N/A 52.38%
5 Year Return N/A 66.68%
6 Year Return N/A 109.08%
7 Year Return N/A 129.34%
Expense Ratio 2.10% -
NAV History
Fund Information

AMC: UNIFI

Category: Equity • Flexi Cap

Launch Date: 19 May 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: 1% of applicable NAV will be charged. 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

About This Fund

Unifi Flexi Cap Fund is managed by UNIFI and belongs to the Equity 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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Frequently Asked Questions

Unifi Flexi Cap Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Unifi Flexi Cap Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Unifi Flexi Cap Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Unifi Flexi Cap Fund, based on the latest portfolio data.

Unifi Flexi Cap Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Unifi Flexi Cap Fund is , which represents the annual cost charged for managing the fund.

Unifi Flexi Cap Fund manages assets worth approximately , representing the total investor capital under management.

Unifi Flexi Cap Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Unifi Flexi Cap Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Unifi Flexi Cap Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Unifi Flexi Cap Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Unifi Flexi Cap Fund and making investment decisions.

Yes, Unifi Flexi Cap Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Unifi Flexi Cap Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Unifi Flexi Cap Fund to estimate returns and wealth creation over different time periods.