Unifi Mutual launches hybrid fund

Unifi Mutual Fund has launched its maiden fund. An hybrid product, Unifi Dynamic Asset Allocation Fund aims at delivering meaningful returns that beat inflation across economic cycles.

Listen to this article

The scheme is ideally suitable for investors looking for low volatile, inflation-beating returns over an investment horizon of two years or more.

The new fund offer opens on March 3  and closes on March 7. The scheme will reopen for subscriptions on March 21.

The fund management team has complete discretion to allocate 0% to 100% across various segments of debt and equity in any proportion. The flexibility shall be used consciously to limit downside across economic cycles while striving to achieve consistent real returns over inflation,” said V.N. Saravanan, Chief Investment Officer, in a release.

According to Unifi Mutual, the fund’s agility to shift among various segments of debt and equity provides investors the option to stay passive and not be hassled about moving categories when economic cycle changes. The near to mid-term outlook on growth-inflation would influence the fund’s allocation among chosen segments of debt and equity, it says.

“ Broadly, there could be 4 cycles – Rising Growth-Falling Inflation; Rising Growth-Rising

Inflation; Falling Growth-Rising Inflation; Falling Growth-Falling Inflation. The empirically low

volatile segments like Government securities, AAA bonds, hedged equity and special situations arbitrage would have a fair chunk of allocation in all economic cycles. The segments like credits and diversified equity will be opportunistically considered when the economic outlook indicates rising growth and reduced when the growth projection suggests weakness. The traditional options don’t seem to deliver this proposition, pushing investors to allocate to segments that are more risky or illiquid,” the release quoted Mr.  Saravanan as saying.

Unifi Asset Management Pvt. Ltd., a wholly-owned subsidiary of Unifi Capital (one of India’s largest portfolio managers), received a SEBI (Securities and Exchange Board of India) licence in November 2024 to commence its mutual fund operations.  Unifi Mutual Fund is headquartered in Chennai.

Latest

Growing global demand to drive 7–8% export growth for Hyundai in FY26

Marking 25 years of overseas operations, the South Korean...

IOB, Amul & Richplus in pact to boost organic farming

This partnership provides for a co-branded organic farming card...

CIEL reports 39% revenue growth in FY25

CIEL HR Services' revenue grew by 37.71 per cent,...

Sanlam Emerging Markets picks up 23% stake in Shriram AMC

This makes SEMM a co-promoter in Shriram AMC alongside the existing...

Newsletter

Don't miss

Growing global demand to drive 7–8% export growth for Hyundai in FY26

Marking 25 years of overseas operations, the South Korean...

IOB, Amul & Richplus in pact to boost organic farming

This partnership provides for a co-branded organic farming card...

CIEL reports 39% revenue growth in FY25

CIEL HR Services' revenue grew by 37.71 per cent,...

Sanlam Emerging Markets picks up 23% stake in Shriram AMC

This makes SEMM a co-promoter in Shriram AMC alongside the existing...

India Cements turns around under Birlas

How else could one interpret the latest development? The...

Growing global demand to drive 7–8% export growth for Hyundai in FY26

Marking 25 years of overseas operations, the South Korean automaker projects a 7–8 per cent growth in export volumes this fiscal, driven by strong demand...

IOB, Amul & Richplus in pact to boost organic farming

This partnership provides for a co-branded organic farming card to offer discounts on certified inputs. A special credit scheme named “ Harit Kranti” has...

CIEL reports 39% revenue growth in FY25

CIEL HR Services' revenue grew by 37.71 per cent, while CIEL HR Tech Platforms recorded a sharp 61.69 per cent increase, Its comprehensive suite...