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Dynamic Asset Allocation

Unifi Dynamic Asset Allocation Fund · Direct · Growth

Unifi Mutual Fund

NAV

₹11.1728

as of 31 Jul 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+8.09%
3Y
5Y
Since Inception
+8.35%

SIP returns (XIRR)

1Y
+8.51%
3Y
5Y
Since Inception
+8.34%

Performance Comparison

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Fund Details

Fund HouseUnifi Mutual Fund
CategoryDynamic Asset Allocation
Launch Date13 Mar 2025
AMFI Code153376
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹250
Exit LoadIn case units are redeemed/switched out within 12 months from the date of allotment: Upto 20% of units allotted Exit Load will be `Nil. In excess of 20% of such units 1.5% of applicable NAV will be charged as Exit Load. In case units are redeemed/switched out after 12 months from the date of allotment, no Exit Load is applicable.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Unifi Dynamic Asset Allocation Fund · Direct · Growth by Unifi Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.

About This Fund

Unifi Dynamic Asset Allocation Fund · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by Unifi Mutual Fund. The fund has been operational for over 1 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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