Unifi Mutual Fund

About Unifi Mutual Fund

Unifi Mutual Fund is registered with the Association of Mutual Funds in India (AMFI) and operates under SEBI’s regulatory framework, with Unifi Asset Management Private Limited as the asset management company. Established on March 05, 2024, the fund house is sponsored by Unifi Capital Private Limited and supported by Unifi Mutual Fund Trustee Private Limited as the trustee company.

As per AMFI’s member details, Unifi Mutual Fund’s SEBI registration ID is MF/082/24/08, and its AMC is based in Chennai (Kakani Towers, Khader Nawaz Khan Road, Nungambakkam). The fund house currently offers a concise product lineup, including an open-ended dynamic asset allocation fund, a flexi cap equity fund, and a liquid fund, positioned for investors seeking diversification across risk profiles and time horizons.

For investors, a key advantage of a smaller bouquet is easier scheme comparison and portfolio monitoring. However, as with all mutual funds, returns are market-linked and depend on asset allocation, underlying securities, and investment duration, so aligning the scheme type with your goals and risk tolerance is essential.

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.