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Flexi Cap · Equity

Unifi Flexi Cap Fund

Unifi Mutual Fund
Benchmark
Nifty 500 TRI
Riskometer
Very High
Size
₹249 cr
Allotted
6 Jun 2025
Holdings as of
Not on record

Unifi Flexi Cap Fund is a flexi cap fund of Unifi Mutual Fund with ₹249 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods. Its direct plan charges 1.42% a year. Saravanan VN has managed it for 1.4 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Unifi Flexi Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty 500 TRI, in 1 of 1 periods in AMFI's figures; +4.30% over the last year against −4.30%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +4.30%+2.96%−4.30% +8.60 🔒
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Flexi Cap funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Unifi Flexi Cap Fund cost?

1.42% a year on the direct plan, 2.70% on the regular plan; 35 of 46 funds in its category charge less.

Direct plan
1.42% a year
Category median 0.96%
Regular plan
2.70% a year
Category median 2.19%
Gap
1.28 points
for the same holdings
35 of 46 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Flexi Cap Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Unifi Flexi Cap Fund?

Saravanan VN, since 6 Jun 2025; Aejas Lakhani, since 6 Jun 2025; Karthik Srinivas, since 6 Jun 2025.

Saravanan VN
CIO & Fund Manager
1.4 years
since 6 Jun 2025
Aejas Lakhani
Equity Fund Manager
1.4 years
since 6 Jun 2025
Karthik Srinivas
Debt Fund Manager
1.4 years
since 6 Jun 2025
Benchmark as filedTier 1- Nifty 500 TRI
Exit load
In respect of each purchase of units via Lumpsum /Switch In/ Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP-in), Exit Load on redemption/ switch out will be determined as follows: • In case units are redeemed/switched out within 12 months from the date of allotment: 1% 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.
From 1 Scheme Summary Documents filed with NSE, first on 21 May 2026; as on 21 May 2026

What does Unifi Flexi Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Unifi Flexi Cap Fund?

Saravanan VN (CIO & Fund Manager) since 6 Jun 2025; Aejas Lakhani (Equity Fund Manager) since 6 Jun 2025; Karthik Srinivas (Debt Fund Manager) since 6 Jun 2025.

What is the expense ratio of Unifi Flexi Cap Fund?

1.42% a year on the direct plan and 2.70% on the regular plan (expense report, Oct 2026).

Inside the app

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Unifi Flexi Cap Fund in the app: beside your own funds, with what you own through them

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