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UNIFI FLEXI CAP FUND

Unifi Mutual FundDirectOpen-endedFlexi Cap FundRiskometer: Very High Risk

NAV

10.81

as of 21 Aug 2026

UNIFI FLEXI CAP FUND is an open-ended Flexi Cap Fund scheme from Unifi Mutual Fund managing ₹227 crore (as of 31 Jul 2026). Its Direct-plan NAV is ₹10.81 as of 21 Aug 2026. The expense ratio is 1.34% a year. Managed by Aejas Lakhani. This page is factual data only — it carries no rating and no recommendation.

Key facts

Expense ratio
1.34% / yr
as of 30 Jun 2026
Fund size
₹227 crore
as of 31 Jul 2026
Exit load
1%
SIP available
Yes
Launched
6 Jun 2025
ISIN
INF1MIY01031

₹100 invested, fund vs category

The category line is the average of the funds in this category, built from NYVO’s own NAV data.

Rebased to 100data to 20 Aug 2026Benchmark: NIFTY 500 Index

Jun 2025Aug 2026
Growth of ₹100, UNIFI FLEXI CAP FUND versus Flexi Cap Fund average.

UNIFI FLEXI CAP FUND

₹108

+8% on ₹100 over 1.2 yrs

Flexi Cap Fund average

₹107

+7% on ₹100 over 1.2 yrs

Returns vs category

WindowFundCategory avgGap
3 months6.83%
6 months5.26%
1 year6.21%

No category average is available for this fund. Short windows are noise; the 3 and 5-year rows are the record. Past returns do not predict future returns.

Distance below its own peak

Every dip below 0 is the fund trading under a previous high — how deep and for how long is what a drawdown feels like.

Right now

At a peak

Jun 2025Deepest: -13.2%Aug 2026

Where the money actually is

Equity

94.6%

Cash

5.4%

Whole-portfolio split, as of 31 Jul 2026.

What it owns

58 positions · top 10 = 34.7%

Market-cap mix

Large 47.7%Mid 9.3%Small 37.6%Other 5.4%

as of 31 Jul 2026

Holdings by sector

  • Financial Services(4 in top 10)33.4%
    • The South Indian Bank Ltd4.73%
    • ICICI Bank Ltd4.16%
    • Fedbank Financial Services Ltd3.32%
    • Kotak Mahindra Bank Ltd2.75%
  • Healthcare(1 in top 10)15.8%
    • Apollo Hospitals Enterprise Ltd2.64%
  • Industrials(2 in top 10)11.9%
    • Adani Ports & Special Economic Zone Ltd3.51%
    • Larsen & Toubro Ltd2.95%
  • Consumer Cyclical7.6%
  • Basic Materials7.1%
  • Technology5.7%
  • Communication Services(1 in top 10)4.4%
    • Bharti Airtel Ltd4.44%
  • Energy(1 in top 10)3.6%
    • Reliance Industries Ltd3.57%

Sectors marked ▶ expand to show this fund’s top-10 holdings in that sector. Holdings as of 31 Jul 2026.

Other top holdings

  • Share Application Money Pending Allotment4.40%

The businesses it owns

P/E (trailing)
22.4
P/B
3.1
Dividend yield
1.1%
Net margin
20.2%
Earnings growth
11.6%
Avg market cap
₹84,751 crore

Money in, money out

Net flow, 12 months
+86 cr
Net flow, 3 months
+29 cr

as of 31 Jul 2026. Flows follow performance more than they predict it.

Quick answers

What is the NAV of UNIFI FLEXI CAP FUND?
₹10.81 per unit as of 21 Aug 2026 (Direct plan, growth). NAV is declared daily on working days.
What is the expense ratio of UNIFI FLEXI CAP FUND?
1.34% a year for the Direct plan, as of 30 Jun 2026.
How large is UNIFI FLEXI CAP FUND?
₹227 crore under management as of 31 Jul 2026, in the Flexi Cap Fund category.
How risky is UNIFI FLEXI CAP FUND?
Its SEBI Riskometer reading is "Very High Risk". Go-anywhere equity across company sizes. India's biggest active shelf.
Who manages UNIFI FLEXI CAP FUND?
Aejas Lakhani, managing this fund for 1.1 years.

Where this fund sits

Other Flexi Cap Fund funds

Data: NYVO research systems; each block above states its own as-of date, and blocks with no data for this fund are omitted rather than estimated. NAV updates daily on working days. The benchmark (NIFTY 500 Index) is named for reference only; its values are licensed and never shown. This page is factual information about one scheme. It is not investment advice, not a recommendation, and it carries no rating of any kind. Past performance does not predict future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.