Unifi Mutual Fund

About Unifi Mutual Fund

Unifi Mutual Fund is managed by Unifi Asset Management Private Limited, the mutual fund arm of Unifi Capital, a Chennai-headquartered investment management firm founded in 2001 with over two decades of track record in Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs). Operating with a focused, research-intensive investment philosophy, the asset management company emphasises high-conviction strategies and deep bottom-up proprietary research to deliver long-term risk-adjusted returns for retail and institutional investors.

As per data updated on September 30, 2026, Unifi Mutual Fund reported total Assets Under Management (AUM) of approximately ₹1,737.24 crore across a focused lineup of 3 operational schemes. The fund house's category breakdown includes 1 equity fund (Unifi Flexi Cap Fund), 1 hybrid fund (Unifi Dynamic Asset Allocation Fund), and 1 debt fund (Unifi Liquid Fund).

Based on figures available as of October 15, 2026, the three funds managed by the AMC by asset size include the Unifi Dynamic Asset Allocation Fund (₹1,477.60 crore), Unifi Flexi Cap Fund (₹238.73 crore), and Unifi Liquid Fund (₹20.91 crore). Headquartered in Chennai, the AMC provides investor servicing through its Chennai office, designated points of acceptance, and CAMS investor service centres across India.

Unifi Mutual Fund Key Information

Investing in Unifi Mutual Fund schemes via Angel One is designed to be fully digital, allowing you to start SIPs or make lump-sum investments through a single dashboard. Angel One highlights that investors can explore a large catalogue of direct mutual fund schemes and invest seamlessly through its platform.

Step-by-step process on Angel One

1. Log in to Angel One:Open the Angel One app/website and navigate to the “Mutual Funds” section. Angel One’s SIP page outlines that SIP initiation begins by logging in and selecting Mutual Funds.
2. Search and shortlist Unifi schemes:Use the search bar to type “Unifi” and review the available Unifi schemes (e.g., Dynamic Asset Allocation, Flexi Cap, Liquid). Unifi’s official site lists these funds as part of its current offering.
3. Review key scheme parameters:Before investing, check the scheme category (equity/hybrid/debt), risk level, time horizon suitability, expense structure (direct vs regular), and historical/available performance data (where applicable). You can also cross-check scheme fundamentals on Unifi’s website.
4. Choose investment type: SIP or Lump Sum:Angel One explicitly provides a SIP flow: choose a fund, enter monthly amount and duration, then proceed to invest. If you prefer a one-time allocation, select lump sum instead.
5. Complete payment and place order:Confirm details and place your order. Once submitted, you can track status within your mutual fund order/portfolio area on Angel One.

Documents Required to Invest in Unifi Mutual Fund

To invest in Unifi Mutual Fund through Angel One (or any regulated platform), you must be KYC-compliant. Angel One notes that starting a SIP generally requires standard KYC documentation such as identity proof, address proof, and PAN details.

• PAN card (mandatory for mutual fund investing in India)
• Address proof (e.g., Aadhaar/valid address document as accepted in KYC)
• Identity proof (as per KYC norms)
• Bank account details (for purchases and redemptions; typically validated via bank proof/cancelled cheque depending on platform flow)

If your KYC is already completed, investments can be quicker. If not, most platforms guide you through digital KYC/verification as part of onboarding. Always ensure your name, PAN, and bank details match to avoid transaction rejections.

Top Unifi Mutual Funds to Invest in

Unifi Mutual Fund currently has 3 schemes: Unifi Dynamic Asset Allocation Fund, Unifi Flexi Cap Fund, and Unifi Liquid Fund.