Unifi Mutual Fund

Unifi Mutual Fund is the retail asset management business of Unifi Capital, a Chennai-based investment firm established in 2001. After nearly two decades of operating in Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) for high-net-worth investors, the group received SEBI approval to commence mutual fund operations in 2024.

The fund house follows a bottom-up, value-oriented investment philosophy, with an emphasis on niche opportunities and high-conviction ideas rather than broad market trends. Managed by Unifi Asset Management Private Limited, the AMC adopts a research-intensive approach, often centred on event-driven and thematic opportunities, to identify businesses with strong growth prospects and an adequate margin of safety.

Here are some of the key advantages you can gain by selecting Unifi Mutual Fund for your investments:

1. Institutional Pedigree: Leverages over 20 years of research expertise from the PMS and AIF sectors to benefit retail investors.
2. Specialized Focus: Identifies niche opportunities, sectoral turnarounds, and "special situations" often overlooked by larger fund houses.
3. Margin of Safety: Prioritizes capital protection by investing in companies with strong balance sheets and high governance standards.
4. Portfolio Agility: Maintains a focused approach, allowing for high-conviction positions without the liquidity constraints of mega-sized funds.
5. Disciplined Process: Uses a systematic, research-backed framework to remove emotional bias and ensure consistent stock selection.
6. Cycle Expertise: Led by veteran managers with experience navigating multiple Indian market cycles and volatility.

Planning to invest in the Unifi Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Unifi Mutual Fund

   : Browse available Unifi Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Unifi Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Unifi Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).