Fundalysisby DARKHORSESTOCKS

Fund house

UNIFI

Its schemes hold 146 companies worth ₹767 Cr in Sept 2026.

  • AUM

    ₹1,731 CrUNIFI's AUM averaged over Sept 2026, as AMFI reports it. Up 2.6% on Aug 2026, ₹1,687 Cr.

  • Largest holding

    HDFC BankHDFC Bank is 3.0% of UNIFI's AUM.

  • Largest sector

    BanksCompanies in Banks make up 11.0% of UNIFI's AUM.

  • Top 10 holdings

    15.2% of AUMThe 10 largest holdings together make up 15.2% of UNIFI's AUM.

Fund managers(Sept 2026)

Every fund manager with its figures in Sept 2026. Click a column's header to sort by it.
Karthik Srinivas
Debt Fund Manager
CA CFA
3–1,737+5.9%11 years
Saravanan VN
Chief Investment Officer
CA B.Com
3–1,737+5.9%23 years
Aejas Lakhani
Equity Fund Manager
M.Com
2–1,716+5.9%17 years

AUM by lead manager(Sept 2026)

  1. Karthik Srinivas86%₹1,499 Cr
  2. Aejas Lakhani14%₹239 Cr
Fig. 1.Each scheme's AUM at the end of Sept 2026, counted once, for its lead: the manager its page names first. Source: AMFI.

Joined and left(Oct 2025 – now)

Moves, May 2026
3
Fig. 1.Moves a month, Oct 2025 – May 2026: someone joined or left, or took on or handed over schemes. Each month's are below.

May 2026

3 moves
  1. Aejas Lakhani took on 1 scheme
    21 MayUnifi Dynamic Asset Allocation Fund
  2. Aman Reddy Kakani left
    21 MayUnifi Flexi Cap Fund
  3. Ramanathan P left
    21 MayUnifi Dynamic Asset Allocation Fund

Feb 2026

3 moves
  1. Karthik Srinivas took on 2 schemes
    9 FebUnifi Dynamic Asset Allocation Fund, Unifi Liquid Fund
  2. Ramanathan P joined
    9 FebUnifi Dynamic Asset Allocation Fund
  3. Saravanan VN took on 2 schemes
    9 FebUnifi Dynamic Asset Allocation Fund, Unifi Liquid Fund