- Manager
- Unifi Capital
- Service
- Discretionary
- Asset class
- Equity
Others Equity
+7.50%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Unifi Capital’s Others Equity returned 7.50% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹99.03 crore across its clients.
Key numbers
- AUM
- ₹99.03 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.33×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −3.22% | −5.57% | +2.35% |
| 3 months | +2.37% | −3.59% | +5.96% |
| 6 months | +17.18% | +8.07% | +9.11% |
| 1 year | +7.50% | −2.33% | +9.83% |
| 2 years | +3.83% | −3.93% | +7.76% |
| 3 years | +6.27% | +9.20% | −2.93% |
| 4 years | +7.00% | +11.22% | −4.22% |
| 5 years | +5.29% | +8.91% | −3.62% |
| Since inception | +11.76% | +8.26% | +3.50% |
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 equity87.65%₹86.80 Cr
- Mutual funds8.21%₹8.13 Cr
- Cash and other4.12%₹4.08 Cr
- Unlisted equity0.01%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.25 Cr
- Outflow, Sep 2026
- ₹3.18 Cr
- Net, Sep 2026
- −₹1.93 Cr
- Net, FY to date
- −₹15.12 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.33×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Others Equity returned?
7.50% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.22%; 3 months: 2.37%; 6 months: 17.18%; 1 year: 7.50%; 2 years: 3.83%; 3 years: 6.27%; 4 years: 7.00%; 5 years: 5.29%; Since inception: 11.76%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 9.83 percentage points ahead.
How much does Others Equity manage?
₹99.03 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 Others Equity?
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.
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