Unifi Mutual Fund

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Unifi Flexi Cap Fund Direct - Growth Compare	-	-	-

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Disclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

About Unifi Mutual Fund

Unifi Mutual Fund is a new asset management company established in 2024. But in this short period, it has become a popular AMC among investors. Its parent company, Unifi Capital, has 20 years of experience in providing niche Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) to High-Net-Worth Individuals (HNIs). The Unifi Mutual Fund aims to create investment instruments that help investors achieve their financial goals through professionally managed portfolios with deep research and time-proven investment strategies.

Unifi mutual fund house is built on a philosophy of active value investing, which involves finding a specific niche and rewarding opportunities in the Indian stock market. The strategy employed by Unifi is characterized by its bottom-up proprietary research, which involves going beyond the current market trends to identify companies that have good fundamentals and growth prospects through deep research.

Unifi Mutual Fund has a pool of talented and experienced fund managers with many years of experience in the mutual fund industry to help investors find their most suitable investment option according to their financial objectives.

As of August 2025, Unifi has assets under management of over Rs. 668.2 Crores. Unifi follows a disciplined, aggressive approach to investment that combines both deep research and strong risk management. Unifi Mutual Fund currently offers three funds in three different asset classes: one equity fund, one debt fund, and one hybrid fund. The mission of Unifi AMC is to develop such savings products for investors that they can trust to have a peaceful and successful long-term investing journey with Unifi.

Niche Thematic Focus: Unifi Mutual Fund does not provide regular equity or hybrid funds like other traditional AMCs; instead, it follows the thematic investing style. They have developed their strategies based on specific concepts such as ESG transformation, government policy tailwinds, and high-efficiency businesses, allowing investors to have early access to new growth trends.

Research-Driven Stock Selection: The AMC employs a bottom-up approach to selecting its funds. Before including any stock in their portfolio, they conduct research and analysis of stock fundamentals to identify its future growth potential. They aim to identify undervalued companies that have the potential to produce attractive long-term returns for investors.
Experienced Leadership: Unifi AMC's parent company has more than 20 years of experience in the Indian stock market. Therefore, due to the same, the leadership team of the Unifi mutual fund has an edge over its competitors in its investment strategies. Also, the Unifi mutual fund team of fund managers, analysts, and sector specialists ensures that every scheme is backed by strong research and risk management.
Efficient Portfolio Construction: Unifi carries a concentrated and conviction-driven portfolio. The fund manager invests in a few stocks instead of a large number of stocks so that each stock holds a significant weight in their portfolio.
Cost Effective: Investors who were previously unable to invest in portfolio management services due to their high cost can now invest in similar strategies with significantly lower cost through Unifi mutual fund schemes.

The safety of their investment is one of the major concerns of the investors. To ensure the safety of investors’ investments and mitigate the risks, Unifi mutual funds follow:

Strong Regulatory Oversight: Unifi mutual fund operates under strict regulatory oversight of the Securities and Exchange Board of India (SEBI). These SEBI principles demand transparency, safeguard investor interests, and ensure that all AMCs operate ethically and fairly.
Strong Corporate Governance: Unifi Mutual Fund is a part of a large, established group that has a strong governance structure. The operations of the Unifi AMC are run by the independent trustee company, whereby all decisions are taken with the best interests of the customers in mind.
Strong Risk Management: Unifi has implemented strong risk management systems and procedures in its investment strategies. To reduce downside risks and protect investor capital, fund managers actively manage the funds.
Diversification: Mutual funds create a diverse portfolio of securities by pooling the resources of multiple investors. This inherent diversification assists in spreading the risk within the portfolio such that the bad performance of one of the securities does not affect the entire portfolio.

The existence of market risk is a part of the investment process, but Unifi Mutual Fund ensures effective corporate governance, exposure to SEBI regulation, and a strong risk management framework that makes it a safe and reliable option for an investment.

It is an easy process to start investing in Unifi Mutual Fund and can be done online with a few clicks. Investors can visit the Dhan App to start their investment journey in the Unifi mutual fund by following the below-mentioned step-by-step process:

Step 1: Start by downloading the Dhan app from your preferred app store.
Step 2: Initiate the verification process by providing your mobile number and email ID for secure authentication.
Step 3: Once verified, upload the required documents and complete the e-sign process to digitally sign the necessary forms, streamlining the investment process.
Step 4: After your documents are approved, navigate to the Mutual Funds section and explore available Unifi Mutual Fund schemes to find those that align with your investment objectives and risk tolerance.
Step 5: Decide between SIP (Systematic Investment Plan) and Lump Sum investment options. For SIP, select the desired frequency and amount, customizing it based on your financial goals and budget. Alternatively, specify the lump sum amount for an immediate investment tailored to your preferences.
Step 6: Once you’ve selected the desired Unifi Mutual Fund scheme and investment mode, proceed to allocate the investment amount.
Step 7: To finalize the transaction, authenticate using the OTP (One-Time Password) sent to your registered mobile number, ensuring a secure and seamless investment process.

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*All securities mentioned on this website are exemplary and not recommendatory.

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We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.

Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.

That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.

We are doing so by giving you access to not just one but 6 products within the Dhan ecosystem:

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This means that with Dhan, you'll be able to start:

Lakhs of users already trust Dhan for their online stock trading and investing needs. Dhan is growing rapidly because of the love we receive from SuperTraders and Long-Term Investors who acknowledge that the platform is innovating for them, building super useful features that help them do everything from investing in stock market to trading F&O like a pro on the Tradingview charts and much more.

While we are growing, we will always remember why we started building in the first place - you. Our user-first approach will always be at the heart of our philosophy. Come join us on this incredible journey!

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SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered & Corporate Office: Unit No. 2201, 22nd Floor, Gold Medal Avenue, S.V. Road, Beside Patel Petrol Pump, Piramal Nagar, Goregaon West, Mumbai – 400104, Customer Care: 9987761000.

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For any query / feedback / clarifications, email at help@dhan.co.

In case of grievances for any of the services rendered by Raise Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.

Disclaimer: All communications with the client via chat, phone, or email are for support purposes only. Any commitments or statements made by the agent (human or virtual) shall not be binding on the company.

DHAN is a brand owned by Raise Securities Private Limited. All DHAN clients are registered under Raise Securities Private Limited. Clients are advised to refer to our company as Raise Securities Private Limited when communicating with regulatory authorities.

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Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit

Attention investors:

Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.

Raise Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.

Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/

Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX

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