- Manager
- Unifi Capital
- Service
- Discretionary
- Asset class
- Equity
Apj
+8.80%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Unifi Capital’s Apj returned 8.80% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹1,008 crore across its clients.
Key numbers
- AUM
- ₹1,008 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.77×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −1.29% | −5.57% | +4.28% |
| 3 months | +5.21% | −3.59% | +8.80% |
| 6 months | +25.47% | +8.07% | +17.40% |
| 1 year | +8.80% | −2.33% | +11.13% |
| 2 years | +1.83% | −3.93% | +5.76% |
| 3 years | +11.62% | +9.20% | +2.42% |
| 4 years | +17.20% | +11.22% | +5.98% |
| 5 years | +12.38% | +8.91% | +3.47% |
| Since inception | +19.76% | +12.97% | +6.79% |
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 equity95.64%₹964 Cr
- Cash and other3.45%₹34.73 Cr
- Unlisted equity0.91%₹9.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹64.24 Cr
- Outflow, Sep 2026
- ₹22.83 Cr
- Net, Sep 2026
- ₹41.41 Cr
- Net, FY to date
- ₹80.94 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.77×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Apj returned?
8.80% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.29%; 3 months: 5.21%; 6 months: 25.47%; 1 year: 8.80%; 2 years: 1.83%; 3 years: 11.62%; 4 years: 17.20%; 5 years: 12.38%; Since inception: 19.76%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 11.13 percentage points ahead.
How much does Apj manage?
₹1,008 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 Apj?
Unifi Capital, a SEBI-registered portfolio manager (INP000000613), 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app