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Flexi Cap📊 NIFTY 500 TRI(SEBI default)

Unifi Flexi Cap Fund · Regular · Growth

Unifi Mutual Fund

#13 of 39 (1Y)

NAV

₹10.4495

as of 14 Jul 2026

Expense Ratio

2.38%

AUM

₹174 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.35%
3Y
5Y
Since Inception
+4.07%

SIP returns (XIRR)

1Y
+7.49%
3Y
5Y
Since Inception
+6.99%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.10

Sharpe Ratio

-0.01

Alpha

0.20

Beta

-0.10

Sortino

13.09%

Std Dev

-13.45%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseUnifi Mutual Fund
CategoryFlexi Cap
BenchmarkNIFTY 500 TRI ✓
Launch Date19 May 2025
AMFI Code153542
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 Flexi Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

Unifi Flexi Cap Fund · Regular · Growth is a Flexi Cap mutual fund offered by Unifi Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹174 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.38%.

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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