- Category
- III
- Strategy
- Long-only
- Fund house
- Unifi Capital
Umbrella Blend Fund 2
+11.38%
1-year return, after expenses and tax
Benchmark BSE 500 TRI · data as of 31 Aug 2026
Umbrella Blend Fund 2, a Category III long-only AIF from Unifi Capital, returned 11.38% (after expenses and tax) in the year to 31 Aug 2026. It began on 1 Jun 2021.
Key numbers
- AUM
- —
- Benchmark
- BSE 500 TRI
- Launched
- 1 Jun 2021
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax
Returns
| Period | This fund | BSE 500 TRI |
|---|---|---|
| 1 month | +2.56% | −0.09% |
| 3 months | +9.25% | +3.86% |
| 6 months | +9.68% | +1.43% |
| 1 year | +11.38% | +4.72% |
| 2 years | +2.03% | −0.11% |
| 3 years | +9.56% | +12.09% |
| 5 years | +10.81% | +10.91% |
| Since inception | +12.43% | +12.48% |
After expenses and tax, as Unifi Capital reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- Equity
- Benchmark
- BSE 500 TRI
- Fund manager
- E Prithvi Raj
Investment approach
Focus on identifying unique investment opportunities that consistently generate superior (risk adjusted) returns with due emphasis on capital preservation.
Focus on identifying unique investment opportunities that consistently generate superior (risk adjusted) returns with due emphasis on capital preservation.
About the fund manager
Mr E Prithvi Raj — Fund Manager
Prithvi has more than 8 years of experience in equity research and corporate finance. At Unifi, he manages the company’s flagship Blended Rangoli. In addition, he also tracks investment opportunities across Consumption, Oil & Gas, and Infrastructure sectors. Prior to this, he has worked as an analyst at a boutique investment bank during which he handled the corporate finance transactions for infrastructure projects. Prithvi holds an MBA degree from the Great Lakes Institute of Management, and he is an Electronics and Communication Engineer
As the fund house describes it.
FAQs
What has Umbrella Blend Fund 2 returned?
11.38% (1-year return) to 31 Aug 2026, after expenses and tax, as Unifi Capital reports it. 1 month: 2.56%; 3 months: 9.25%; 6 months: 9.68%; 1 year: 11.38%; 2 years: 2.03%; 3 years: 9.56%; 5 years: 10.81%; Since inception: 12.43%.
What kind of AIF is Umbrella Blend Fund 2?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Umbrella Blend Fund 2’s stated minimum is ₹1 crore.
Who manages Umbrella Blend Fund 2?
Unifi Capital runs it; the fund manager is E Prithvi Raj.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Umbrella Blend Fund 2’s are after expenses and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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