Unifi Mutual Fund
Unifi Mutual Fund is the mutual fund division of Unifi Capital. It was established on March 5, 2024. As of March 2025, the AUM of the fund stands at 11025.63 lakhs.
Currently, the company offers one fund, named the Unifi Dynamic Asset Allocation Fund.
The fund is managed by three fund managers: Karthik Srinivas, Aejas Lakhani, and Saravanan V. N.
Top Fund Managers
1. Karthik Srinivas
More than 10 years of experience in fund management, research, risk management, and audit.
A chartered accountant, co-managing debt strategies currently at Unifi Group's PMS division.
Previously worked with The Sanmar Group (Founders' Office) and Deloitte (Risk Advisory practice).
2. Aejas Lakhani
Has 12+ years of experience in fund management, equity research, and governance advisory.
Has managed the consumption-themed equity fund at Unifi Group for the last 4 years.
Served previously as an analyst for Institutional Investor Advisory Services and Edelweiss Asset Management Limited.
3. Saravanan V N
Part of Unifi Group since 2006.
A chartered accountant with 20+ years of experience in the capital markets, fund management, banking, and audit fields.
Handled an open-ended CAT-III multi-asset class AIF for 11 years (FY14–FY24).
Previously worked with ICICI Bank's treasury and the due diligence and assurance unit of PwC.
Key Information About Unifi Asset Management Private Limited
Mutual Fund Name | Unifi Mutual Fund |
Asset Management Company Name | Unifi Asset Management Private Limited |
AMC Setup Date | 5th March, 2024 |
AMC Incorporation Date | 11th January, 2024 |
Sponsor Name | Unifi Capital Private Limited |
Trustee Organisation | Unifi Mutual Fund Trustee Private Limited |
Name of Trustees | Manoj General Maniyil Indrabalan Mr. Raj Dharmaraj Mr. Rajaraman Ramachandran |
CEO | Mr. George Alexander |
CIO | Mr. Saravanan V N |
Compliance Officer | Mr. Partha Roy |
Investor Service Officer | Mr. Suresh Kumar N K |
FAQs on Unifi Mutual Fund
1. When was Unifi Mutual Fund launched?
Unifi Mutual Fund was launched on March 5, 2024.
2. What is the AUM of the Unifi Mutual Fund?
As of March 2025, the AUM is 11025.63 lakhs.
3. What is the current fund being offered by Unifi Mutual Fund?
Currently, it offers the Unifi Dynamic Asset Allocation Fund.
4. Who are the fund managers of Unifi Mutual Fund?
The fund managers are Karthik Srinivas, Aejas Lakhani, and Saravanan V. N.
5. What are the distinguishing features of the Unifi Mutual Fund?
The fund is handled by highly qualified specialists with excellent profiles in equity, debt, and multi-asset investments.
