Unifi Blended Rangoli Equity
Unifi Capital Private Limited Blended Rangoli Equity invests in alternative assets for non-traditional growth opportunities.
What This Strategy Does
Role in a Diversified Portfolio
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession triggered by aggressive monetary tightening could pressure consumer discretionary holdings.
Disclaimer: Portfolio Management Services are also subject to market risks and there is no assurance or guarantee that the objectives of the Portfolio Strategy will be achieved. Investors are advised to read the Disclosure Document, Client Agreement, and other related documents carefully before investing. Minimum Investment required for PMS is ₹50 Lakhs. Baker Street Fintech Pvt. Ltd. is registered with APMI with Registration No.: APRN-01683
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers a blend of growth and stability through exposure across market capitalizations. This multi-cap approach allows the fund to dynamically allocate capital toward the best opportunities, whether that's resilient large-caps during uncertainty or emerging small-caps during expansions. The impact is a smoother return profile that captures upside while mitigating volatility.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Mr. E. Prithvi Raj
Lead Portfolio Manager
Mr. Prithvi Raj has more than eight years of experience in equity research and corporate finance, according to his published professional profile. He manages Unifi Capital's flagship Blended Rangoli strategy.
Manager's Investment Philosophy
E. Prithvi Raj’s investment philosophy at Unifi Capital’s Blended Rangoli PMS combines value investing, growth investing and special-situation opportunities. He focuses on fundamentally strong businesses, undervalued stocks, emerging investment themes and corporate actions that can unlock hidden value. The strategy blends multiple investment approaches to seek long-term capital appreciation and attractive risk-adjusted returns across market cycles.
CW Expert Take
Unifi Capital operates with a blended investment approach. Their strength lies in combining fundamental research with quantitative frameworks across asset classes. The fund house maintains disciplined portfolio construction, seeking risk-adjusted returns through active allocation between equities and fixed income.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Unifi Capital follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is an integral part of the investment process.
Long-Term Perspective
The firm maintains a long-term perspective in capital allocation decisions.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
STCG | <12 Months 20%
LTCG | >12 Months 12.5% on gain above 1.25 Lakh
Tax Implications (India)