Unifi Flexicap Fund NFO

Unifi Mutual Fund reiterates its less is more strategy with the introduction of its Singular Equity Fund

VN Saravanan, Chief Investment Office, Unifi Mutual Fund

FinTech BizNews Service

Mumbai, May 21, 2025: Unifi Mutual Fund was founded with a clear purpose- to bring a focused, research-driven active fund management approach that will provide investors the confidence to navigate the ever-changing market landscape. Its product philosophy is to have few all-weather funds that offer long-standing proposition to investors in both equity and debt segments.

Unifi Mutual Fund is part of the Unifi Group, an asset management firm that has consistently delivered top-quartile performance in its investment strategies for over two decades. With an AUM of 25,000 Crore and a presence across major cities in India, Unifi group is known for its rigorous research-driven investment approach.

“Working with a few select funds ensures utmost focus on performance. Multiple funds with multiple goals create distractions, so we focus all our best investment ideas into our single fund instead of having to spread them across multiple funds. A Unifi client doesn’t have to figure out which of our funds is the ‘good one’. We are not about offering new products; we are here to deliver an ongoing service that combines performance with client centricity,” said George Alexander, CEO, Unifi Mutual Fund.

Unifi Flexi Cap Fund

Their latest offering is the Unifi Flexi Cap Fund. The New Fund Offer period is from 19th to the 30th May ’25.

This open-ended equity scheme has the flexibility to invest across large-cap, mid-cap, and small-cap stocks, aligning with Unifi’s Growth at a Reasonable Price (GARP) based investment philosophy.

“The Flexicap fund is our singular offering in the equity segment and enables us to stay focused on achieving long-term capital appreciation. Our portfolio construction approach would be to typically have 40 to 60 positions across 5 or more sectors offering growth tailwinds and reasonable valuations. We aim to strike a right balance between bottom-up stock selection and being mindful of the benchmark,” said Saravanan V N, CIO, Unifi Mutual Fund. 

Unifi Mutual Fund launched their first fund – Unifi Dynamic Asset Allocation Fund – two months ago and it already has an AUM of Rs. 600 crores. The Flexicap Fund is the second of three funds that they intend to launch in their initial phase.

Strategic Portfolio Selection

The Unifi Flexi Cap Fund follows a seasoned investment and portfolio construction framework, ensuring a balance between active bottom-up positions and index mindfulness

• Investment Universe – Nifty 500 will be the primary universe from which 75% or more of the portfolio constituents would be selected. The next 500-750 companies would also be pursued tactically to capitalise on emerging sectors, trends and companies.
• Shortlisting – Through rigorous research, the selection is narrowed down to 100-120 companies, focusing on earnings growth, leadership, and valuation comfort.
• Final Portfolio Construction – The fund ultimately builds a diversified portfolio of 50-70 stocks, maintaining a 3–5-year investment outlook while balancing bottom-up active positions with benchmark mindfulness.
• Sector Rotation – Recognizing that no sector consistently outperforms, Unifi adopts  a top-down approach to identify sectors poised for growth and bottom-up research to select companies best positioned to capitalize on sectoral tailwinds.
• Market Cap Allocation – The fund does not rigidly adhere to market cap classifications but instead gravitates toward stocks with the most compelling risk-reward profiles, ensuring diversified exposure to large-cap, mid-cap, and small-cap opportunities.

Investment Team

The fund is led by an experienced team of investment professionals:

• V. N. Saravanan (CIO & Fund Manager) –  20+ years of experience in fund management and Capital Market research.
• Aejas Lakhani (Fund Manager – Equity) – Bringing 12+ years of expertise in equity research and governance advisory.
• Karthik Srinivas (Fund Manager – Debt) – Specializing in fixed-income and hybrid strategies with 10+ years of experience.
• Aman Reddy (Fund Manager – Foreign Investments) – Leading international investment strategies across the USA, Europe, and Japan.