- Manager
- Unicorn Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Unicorn Mid - Small Cap Alpha Portfolio
+30.69%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Unicorn Investment Managers’ Unicorn Mid - Small Cap Alpha Portfolio returned 30.69% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹11.28 crore across its clients.
Key numbers
- AUM
- ₹11.28 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 6.18×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | +0.18% | −6.03% | +6.21% |
| 3 months | +10.97% | −4.91% | +15.88% |
| 6 months | +26.59% | +2.13% | +24.46% |
| 1 year | +30.69% | −7.09% | +37.78% |
| Since inception | +13.37% | −3.82% | +17.19% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.73%₹11.25 Cr
- Cash and other0.27%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.56 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹4.56 Cr
- Net, FY to date
- ₹5.60 Cr
- Turnover, month
- 0.66×
- Turnover, past year
- 6.18×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Unicorn Mid - Small Cap Alpha Portfolio returned?
30.69% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.18%; 3 months: 10.97%; 6 months: 26.59%; 1 year: 30.69%; Since inception: 13.37%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 37.78 percentage points ahead.
How much does Unicorn Mid - Small Cap Alpha Portfolio manage?
₹11.28 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Unicorn Mid - Small Cap Alpha Portfolio?
Unicorn Investment Managers, a SEBI-registered portfolio manager (INP000008923), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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