Unifi Liquid Fund- Regular Growth

Fund House: Unifi Mutual Fund

Category: Debt: Liquid

Status: Open Ended Schemes

Launch Date: 11-06-2025

Minimum Investment: 5000.0

Asset Class: Debt

Minimum Topup: 1000.0

Benchmark: NIFTY Liquid Index A-I

Total Assets: 182.69 As on (31-12-2025)

Expense Ratio: 0.2% As on (31-12-2025)

Turn over: 81.00% | Exit Load: Units Redeemed/Switched out within ‘X’ days from the date of allotment Exit Load as a % of redemption proceeds Day 1 0.0070% Day 2 0.0065% Day 3 0.0060% Day 4 0.0055% Day 5 0.0050% Day 6 0.0045% Day 7 Onwards NIL

NAV as on 31-01-2026

1037.627

0.1665

CAGR Since Inception

3.69%

NIFTY Liquid Index A-I 6.32%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Unifi Liquid Fund- Regular Growth - - - - 3.69
Benchmark - - - - -
Debt: Liquid 6.24 6.8 5.71 5.99 6.12

Funds Manager

Fund Manager 1: Mr. Saravanan VN ( CIO & Fund Manager) Fund Manager 2: Mr. Karthik Srinivas (Fund Manager)

RETURNS CALCULATORS for Unifi Liquid Fund- Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Unifi Liquid Fund- Regular Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Unifi Liquid Fund- Regular Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Unifi Liquid Fund Reg Gr 11-06-2025 0.0 0.0 0.0 0.0 0.0
ABSL Liquid Discipline Advtg 22-06-2009 6.83 7.19 7.25 5.99 6.26
Bank of India Liquid Reg Gr 16-07-2008 6.42 6.9 6.98 5.88 6.12
Axis Liquid Reg Gr 05-10-2009 6.4 6.88 6.96 5.86 6.15
Union Liquid Gr 15-06-2011 6.39 6.84 6.94 5.84 5.69
Canara Robeco Liquid Reg Gr 05-07-2008 6.38 6.84 6.93 5.83 6.01
UTI Liquid Cash Plan Reg Gr 10-12-2003 6.38 6.84 6.93 5.83 6.12
Edelweiss Liquid Ret Gr 21-09-2007 6.38 6.85 6.88 5.75 5.98
Edelweiss Liquid Reg Gr 20-09-2007 6.38 6.85 6.88 5.75 5.99
Groww Liquid Gr 25-10-2011 6.38 6.85 6.85 5.69 6.03

Asset Allocation (%)

Key Performance and Risk Statistics of Unifi Liquid Fund- Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Unifi Liquid Fund- Regular Growth - - - - 5.64 0.04
Debt: Liquid - - - - - -