About Company
Unifi was founded in 2001 as a specialist Portfolio Management firm that provides new investing methods with better risk adjusted returns. Unifi’s core staff has an average of 20 years of capital market expertise.
At Unifi, we are always focusing on Relationships and providing tailored services to each of our clients. Each fund has continuously outperformed its individual benchmarks during the course of Unifi’s exceptional twenty-year success record. Unifi’s commitment to its clients is a strong in-house research team and excellent levels of service accompanied by relationship continuity.
Fund Snapshot
| Year of Inception | 18 |
| Number of Stocks | A blend of 7 themes |
| Investment Horizon | Long Term |
| Fund Managers | Investment team headed by Sarath K Reddy |
About UNIFI
Close benchmarking and index orientation dictate investor behavior as Indian markets grow more institutionalized, polarizing research coverage and capital flows. Unifi focuses on making investments in undervalued possibilities that traditional banks sometimes overlook. The company has become skilled in identifying value using specific themes as filters over the last 19 years. We are able to maintain our commitment to our concentration on comparatively less liquid enterprises by capping the amount of money we take under each topic. Our normal investing horizon is five years, and it is backed by intensive research coverage.
Businesses must be able to expand their earnings somewhat consistently, be capital efficient, utilize little to no debt, and, most significantly, be well-run. Unifi employs absolute metrics of value. Chennai-based Unifi provides services to around 5000 local and international Indian clients through its regional offices. We oversee over 11,000 CR. The Securities and Exchange Board of India oversees our activities. Our 82-member team is united by their love of working in markets, commitment to rigorous education, and lengthy employment with the company. The 14-person research team is very skilled and knowledgeable. On potential investments, we typically do our own primary due diligence.
As a specialized portfolio management company offering cutting-edge investing strategies with superior risk-adjusted returns, Unifi was established in 2001. The core team of Unifi has, on average, 20 years of experience in the capital markets. At Unifi, we always prioritize relationships and give each of our clients’ customized services. Throughout Unifi’s outstanding twenty-year track record of accomplishment, each fund has consistently beaten its respective benchmarks. Strong internal research teams, top-notch customer support, and ongoing relationships are all part of Unifi’s dedication to its clients.
Unique Feature
The Blended-Rangoli Fund handpicks the top investment possibilities from Unifi’s seven themed funds. The goal is to take advantage of chances that present themselves as a result of a combination of emerging topics, business initiatives, and the allure of basic principles. The fund aspires to prosper across market cycles and reduces the cost and work required by investors to transfer between different funds over time.
It needs a mental model that goes beyond the apparent to create value. It takes a diligent mindset to go through mountains of data and take in just the pertinent information to find chances that provide value. This may be metaphorically compared to looking for a proverbial needle in a haystack. The finest prospects within the following topics will be chosen as part of this fund’s investing strategy.
Spin-Off
The value of the individual pieces is frequently less than the value of the total in a single corporate structure with several enterprises. A de-merger of unrelated companies releases the financial and managerial resources needed for each company to expand. The spin-off fund makes investments in circumstances where there is a strong opportunity for firms to flourish to their full potential and command a fair market value.
DVD
Few market categories typically have mispriced equities while having clear growth prospects, which causes such stocks to trade at a significant discount to their real worth. The absence of linkage to benchmark indexes, low relative market value and liquidity, and most analysts’ poor grasp of a company are a few possible causes. DVD invests in these companies and takes advantage of market imperfections.
Holdco
Instead of operating as strategic investment firms, many holding businesses operate as a group holding firms. As a result, their valuations are perpetually discounted. However, these discounts are not constant. The Holdco Fund finds companies with solid fundamentals and searches for enormous valuation discounts that are anticipated to recover when promoters experience the heat of regulatory landscape change while profiting from value convergence in an expanding market.
APJ20
Markets frequently favour a few industries that have performed well in the past while neglecting the others. Some of the less recognized industries, such as speciality chemicals, agriculture, and precision manufacturing, have become internationally competitive and have access to growing market opportunities. APJ20 invests in developed and well-positioned businesses to gain from such growth opportunities.
Green Fund
The green fund’s investments are concentrated in businesses that offer goods and services that lessen their environmental impact and/or make better use of natural resources. Emission control, energy efficiency, water management, and waste management have been designated as the areas that will make up the portfolio within the context of this plan.
Insider Shadow Fund (ISF)
The Insider Shadow Fund makes investments in businesses where the founders have purchased substantial extra shares at market rates. Such an activity reveals their belief in a company’s potential for development or intrinsic worth that isn’t yet reflected in the stock price. The idea is to comprehend and support the founder’s view of value and profit from the market’s ultimate balancing of the value-price mismatch.
BCAD
The investment focus is on well-established firms in certain industries that are driving market share shift from unorganized to organized firms. Several industries are poised to undergo significant transformation over the coming ten years as India’s economy expands quickly in both scope and sophistication. The balance of competitive advantage is shifting in favour of organized enterprises as a result of several strong trends.
Universe
The investment universe of the fund would at any one moment contain the many investment options available within the following funds: SPIN-OFF, DVD, HOLDCO, APJ20, Green Fund, Insider Shadow Fund, and BCAD.
The majority of the fund’s investments will be made in small and midcap companies, where it is challenging for “institutional” capital to invest and where Unifi’s comparatively smaller size enables us to concentrate on specialized markets.
FAQs
What is UNIFI Rangoli Blend Funds Investment philosophy?
Rangoli Blend UNIFI’s investment philosophy is based on seven themes.
BCAD: It stands for Business Consolidations after Disruption. The investment focuses on established corporations in specific sectors that are foremost of the market share from unorganized and organized players.
ISF– It stands for Insider shadow Fund. They invest in firms within which founders’ have sought a significant amount of extra shares at the market value. These actions are a demo of their conviction on a company’s growth prospects or inherent worth, and the Fund’s captured stock’s available value at that point.
Green Fund: The investment focus is on the green Fund, which is on firms that offer merchandise and services that facilitate reducing the carbon footprint within the atmosphere and lead to the economic use of natural resources.
APJ20– Market always fancies a few sectors that have done well in the past, ignoring the remainder. APJ20 invests in corporations that have grown and are in a position to evolve to profit from growth prospects.
Holdco: Several holding firms are managed as cluster holding firms instead of strategic investment firms. This ends up in a perennial discount in their valuations; however, such deals do not continue.
DVD– Few market segments tend to be priced incorrectly despite the visible growth prospects, which leads to stocks trading at a deep discount to their intrinsic worth.
Spine Off- In every single company structure with multiple businesses, the total worth of the separate components is usually but that of the entire. A demerger of disparate firms unlocks the money and management information.
What is Rangoli Blend UNIFI’s investment approach’s BCAD?
It stands for Business Consolidations after Disruption. The investment focus is on established corporations in anyIndia’sic sectors that are foremost of the market share from unorganized and organized players.
India’s economy is fast growing in scale and class; many sectors facilitate alteration dramatically over consecutive decades. Specific, influential trends are guiding the shift within the balance of competitive benefits favouring organized businesses. approach’sUNIFI’s
What is Rangoli Blend UNIFI’s investment approach’s Holdco?
Several holding firms are managed as cluster holding firms instead of strategic investment firms. This ends up in a perennial discount in their valuations; however, such deals do not continue. The Holdco fund identifies sturdy underlying businesses and appears for significant valuation discounts that are probable to recover as promoters feel the warmth of amendment within the regulative landscape, meanwhile cashing in on price convergence during a rising market.
What are the Green Funds that Rangoli Blend UNIFI Pms invests in?
The investment focus of the green Fund is on firms that offer merchandise and services that facilitate in reducing the carbon footprint within the atmosphere and lead to the economical use of natural resources. Regarding this strategy, the sectors known for making the
A portfolio is- energy potency and emission, water and waste management.
What is the portfolio structure UNIFI Blended Rangoli stands by?
The portfolio is probably going to possess around 15 to 20 stocks within the PMS platform. The investor’s assets can perpetually stay within the investor’s name with a SEBI registered custodian. While monitoring and tracking the investments actively, there is a possibility of low turnover within the Fund.
What is the investment universe for Rangoli Blend UNIFI?
The Fund’s investment universe would come with the varied investment opportunities among the subsequently mentioned funds at any specific time: DVD, Holdco, APJ20, Green Fund, etc.
The Fund’s investments will be majorly focused on small and midcap businesses. It is troublesome for the institutional type of capital to invest and wherever UNIFI’s comparatively more minor sectors help, pay attention to niche areas of the market.
What is UNIFI Capital Rangoli Blend’s investment horizon?
UNIFI Capital Rangoli Blend’s investment horizon is long-term investments.
About Fund Managers
Mr. Sarath
Mr Sarath Reddy is a bachelor in arts specializing in economics at Loyola College from 1985 to 1988. He then pursued his studies of Masters of Business Administration from the Utah State University- Jon M. Huntsman School of Business. Mr Reddy specialized in finance.
Mr Reddy has experience of more than 29 years in the equity market. He has worked in close contact with analysts and has managed many funds over the past many years. Reddy served at Standard Chartered Bank in 1990 as a Fund Manager.
Mr Sarath Reddy is a bachelor in arts specializing in economics at Loyola College from 1985 to 1988. He then pursued his studies of Masters of Business Administration from the Utah State University- Jon M. Huntsman School of Business. Mr Reddy specialized in finance.
Mr Reddy has experience of more than 29 years in the equity market. He has worked in close contact with analysts and has managed many funds over the past many years. Mr Reddy joined Standard Chartered Bank in 1990 as a manager and worked there for three years.
He then worked for more than seven years as Managing Director from 1994 at Navia Market Ltd. Mr Reddy founded Unifi Capital Ltd. in June 2001. He currently holds
The position of Chief Investment Officer at Unifi Capital Ltd. for more than twenty years. Mr Reddy works in close contact with the entire fund management team at Unifi Capital.
G. Maran : EXECUTIVE DIRECTOR OF UNIFI
Mr. Maran is one of Unifi’s co-founders and presently holds the position of Administrative Director. Starting his trip in capital request in the early 90s, he has worked with some of the leading names in the fiscal requests. He presently manages some of Unifi’s crucial customer connections and has also been necessary for leading Unifi’s enterprise into niche investment strategies and new topographies. His passion for grainy details about Indian frugality and consumption pattern helped to develop thematic investing styles far ahead of time. He freehandedly shares his studies with data as a sought-after speaker in academic and assiduity forums.
Investment Approach
Enterprises from each of them. The goal is to take advantage of possibilities that occur from a combination of emerging topics, business activities, and the appeal of core foundations. The fund aspires to flourish through market cycles by reducing the expenses and effort required by investors to migrate between different funds over time. Creating value needs a mental model that goes beyond the apparent.
It needs a methodical mentality capable of sifting through mountains of data and assimilating just the information that is important to discovering value-adding possibilities. This may be compared to looking for a needle in a haystack metaphorically. This fund’s investing strategy will aim to select the greatest prospects from among the available options themes are followed. Objective – Unifi Capital oversees seven bottom-up equity strategies that search through possibilities throughout the market spectrum.
The mission of all of the funds is to invest in opportunities that result from a combination of emerging topics, corporate activities, and, of course, the attractiveness of basic fundamentals. From an absolute standpoint, all of the funds under management have the same goal: to provide better risk-adjusted returns.
Objective
Unifi Capital oversees seven bottom-up equity strategies that search through possibilities throughout the market spectrum. The mission of all of the funds is to invest in opportunities that result from a combination of emerging topics, corporate activities, and, of course, the attractiveness of basic fundamentals. From an absolute standpoint, all of the funds under management have the same goal: to provide better risk-adjusted returns.
Investment Philosophy
The seven themes used by Rangoli Blend UNIFI are as follows:
- Business Consolidations after Disruptions (BCAD)
- Insider Shadow Fund
- Deep Value Discount (DVD)
- Holdco Fund
- Spin-off fund
- APJ20
- Green Fund
Capital Allocation
| Allocated Category | Allocation Percentage |
| Large Cap | 35% |
| Mid Cap | 32% |
| Small Cap | 33% |
Top 5 Stock Holdings
| Name of The Stock | Allocation Percentage |
| Axis Bank Ltd. | 13.25% |
| State Bank of India | 10.78% |
| Crompton Greaves Consumer Electricals Ltd. | 7.31% |
| Sonata Software Ltd. | 6.95% |
| ICICI Securities Ltd. | 6.61% |
Top 5 Allocated Sectors
| Sector Name | Allocation Percentage |
| Financials | 28% |
| Consumption | 17% |
| IT – Software | 10% |
| Chemicals | 9.5% |
| Healthcare & Pharma | 9% |
Related Products
| Product - AMC | Category | AUM (in Cr.) | Performance | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | SI |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Unifi Blended - Rangoli AMC Name: UNIFI Inc Date: Apr-17 |
Mid Cap (PMS) |
500 | Strategy | -3.95 | -0.76 | 15.51 | 13.53 | 7.46 | 27.48 | 24.51 | NA | 21..00 |
| S&P BSE Midcap | 3.65 | 12.39 | 34.39 | 30.12 | 13.18 | 30.07 | 16.98 | NA | 34.39 |
For any queries, contact us on Mobile: +91 988 115 6123, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected] 
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.