Unifi Mutual Fund has launched its second product, the Unifi Flexi Cap Fund, reinforcing its “less is more” philosophy of focused, high-conviction investing.
Unifi Mutual Fund has announced the launch of its second investment product, the Unifi Flexi Cap Fund, reiterating its “less is more” investment philosophy focused on a limited number of high-conviction funds.
The New Fund Offer (NFO) for the open-ended equity scheme began on May 19, 2025, and will remain open until May 30, according to a statement.
This new fund follows the launch of Unifi’s first offering, the Unifi Dynamic Asset Allocation Fund, a debt-oriented scheme that has already garnered over ₹620 crore in assets under management (AUM) within just two months. With the launch of the Flexi Cap Fund, Unifi moves a step closer to completing the first phase of its focused fund line up — just three funds designed to serve as enduring investment solutions.
The Unifi Flexi Cap Fund will follow a Growth at a Reasonable Price (GARP) approach, leveraging a bottom-up stock selection strategy combined with benchmark awareness to deliver long-term capital appreciation. The fund has the flexibility to invest across large-cap, mid-cap, and small-cap stocks, aiming to create a diversified portfolio of 50–70 stocks across five or more sectors.
“The Flexi Cap 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 typically include 40 to 60 positions across five or more sectors offering growth tailwinds and reasonable valuations. We aim to strike the right balance between bottom-up stock selection and being mindful of the benchmark,” said Saravanan VN, Chief Investment Officer, Unifi Mutual Fund.
The fund’s portfolio will be drawn primarily from the Nifty 500, with the flexibility to explore emerging opportunities among the next 250 companies as well. The construction process begins by narrowing down the investable universe to 100–120 stocks, based on a rigorous screening of earnings growth, sector leadership, and valuation comfort.
Sector rotation will play a key role, using a top-down approach to identify promising sectors and a bottom-up lens to pinpoint the most competitive companies within those sectors. The fund also aims to maintain a balance between active positioning and index relevance, making it suitable for investors seeking disciplined yet agile equity exposure.
Published on May 20, 2025
