Unifi Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 1,440.33 Cr
Funds on Anand Rathi
3
AMC Age
2 Yrs
Sorted by 5Y Returns descending
List of Top Unifi Mutual Fund Schemes
3 records
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Unifi Mutual Fund
Sarvanan holds the position of Chief Investment in M/s. Unifi be responsible for overall investments of the scheme. He has about 24 years of financial services experience and has been associated with the Unifi group since August 2006. He has 12 years of fund management experience in managing both equity and debt AIFs launched by Unifi Capital. He has managed the multi asset class UnifiHigh Yield Fund (monthly open-ended Category III AIF) from April 2013 to July 2024 and co-managed the Unifi Blend & BCAD equity AIFs (Cat III) from Feb 2019 to March 2024. He has 7 years of equity research experience at Unifi Capital from August 2006 to March 2013 specifically covering Pharmaceuticals, Specialty Chemicals, Banks and NBFCs and providing sector & company specific recommendations to the equity fund management team. Prior to joining Unifi group, he worked for ICICI Bank, Aithent technologies and PWC in their compliance, risk management and audit departments, respectively. B. Com., C.A.
Karthik will be managing the debt portfolio of the scheme. He comes with about 10 years of financial services experience across fund management, research, audit and taxation. He has 3 years of fund management and debt markets research in Unifi Capital wherein he co-managed the debt-oriented Cat III Alternative Investment Fund. He was also responsible for identifying investment opportunities, evaluation and monitoring. CA, CFA
Aejas Lakhani will be managing the equity, equity arbitrage and hybrid portfolio of the scheme. He has 13 years of experience across fund management, equity research, governance advisory and investment banking. He has 4 years of Fund Management and Research experience in Unifi Capital wherein he managed the consumption themed equity PMS Scheme. He was also tracking sectors such as pharma, logistics, retail and capital markets. Earlier he worked as an Analyst in the Institutional Investor Advisory Services, SEBI registered proxy advisory firm. Prior to that, he was associated with Edelweiss Asset Management Limited as the lead analyst. M.A(Economics), M. Com, MBA
Mr. Aman Reddy Kakani holds the position of Fund Manager- Overseas Securities. in M/s. Unifi Asset Management Private Limited. He is also a part of the research team of Unifi AMC and is based in Mumbai. He will be responsible for investment and identification of investment opportunities emerging from companies listed in overseas stock markets including U.S. and will report to Chief Investment Officer (CIO). Aman has about 6.5 years of financial services experience and has been associated with the Unifi group since 2023 as Senior Analyst covering international equities. His prior assignment includes working with companies like Unifi Capital Pvt Ltd, Northern ARC Capital Ltd, Multiples Alternate Asset Management Pvt Ltd & Indium Software B.Sc. in Finance and a B.Sc. in Economics,Chartered FIncial Analyst(CFA)
Key Information of Unifi Mutual Fund
Unifi Mutual Fund
AMCFunds Managed
3
Assets Managed
₹ 1,440.33 Cr
Registered Address
No.19, Kakani Towers, Third Floor,15, Khader Nawas Khan Road,Nungambakkam, Chennai - 600006
Managing Director
K Sarath Raddy
Chief Executive Officer
George Alexander
Compliance Officer
Partha Roy
How to Invest in Unifi Mutual Fund with Anand Rathi?
Planning to invest in Unifi Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- 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.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore Unifi Mutual Fund: Browse available Unifi Mutual Fund and shortlist those that align with your investment goals.
- 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 investment.
- 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.
Documents Required to Invest in Unifi Mutual Fund
Investing in 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 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).
SEBI Regulations & Compliance on Unifi Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the Unifi Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in Unifi Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred Unifi Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred Unifi Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in Unifi Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing Unifi Mutual Fund funds.
By investing in Unifi Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Unifi Mutual Fund funds.
Unlike anymarket instrument, even Unifi Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 2 years, reflecting its experience and track record in the mutual fund industry.
Unifi Mutual Fund manages assets worth ₹1,440.33 crore under its mutual fund business, indicating its scale and investor trust.
George Alexander is the current Chief Executive Officer of Unifi Mutual Fund.
Partha Roy is the current Compliance Officer of Unifi Mutual Fund.
Unifi Mutual Fund currently manages 3 Mutual fund schemes.
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