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Blended Rangoli

Unifi Capital Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
12 June 2017
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment vehicle will strategically select holdings from the broader universe of companies currently managed by Unifi across its six distinct fund strategies. The objective is to identify top-tier investment opportunities. This approach is designed to mitigate investor costs and complexities associated with reallocating capital between differing high-conviction opportunities at various points in time.

Investment Objective

The Blended Portfolio Strategy is designed for investors with a longer-term investment objective who prefer a passive approach. This strategy leverages the fund manager's expertise in identifying and selecting optimal investment opportunities from UNIFI's universe of thematic funds, adapting to evolving market dynamics.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.77% -0.24% -0.53%
3 MONTHS 2.11% 5.02% -2.91%
6 MONTHS -5.26% 1.63% -6.89%
1 YEAR 0.42% 7.63% -7.21%
2 YEAR 5.41% 11.64% -6.23%
3 YEAR 13.75% 16.40% -2.65%
5 YEAR 17.72% 16.82% 0.90%
SINCE INCEPTION 18.76% 14.22% 4.54%

Calendar Year Performance

Year Return
CY 2025 0.42%
CY 2024 10.64%

Financial Year Performance

Year Return
FY 26_YTD 9.42%
FY 25 2.56%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

E Prithvi Raj

Fund Manager

Prithvi brings over eight years of expertise in equity research and corporate finance. Currently, at Unifi, he is responsible for overseeing the management of the firm's premier Blended Rangoli strategy. His investment coverage extends to opportunities within the Consumption, Oil & Gas, and Infrastructure industries. Previously, Prithvi served as an analyst at a specialized investment bank, where he was involved in executing corporate finance transactions for infrastructure developments. He holds an MBA from Great Lakes Institute of Management and is an Electronics and Communication Engineer.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
8 Yrs, 6 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)