Fundalysisby DARKHORSESTOCKS

Fund manager · UNIFI

Karthik Srinivas

Debt Fund Manager at UNIFI. Runs 3 schemes worth ₹1,737 Cr.

  • Fund house

    UNIFIThey run their schemes at UNIFI.

  • AUM they run

    ₹1,737 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    3 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Oct 2025.

  • Experience

    11 years11

Profile(UNIFI's SAI, 5 Mar 2024)

About

Role
Debt Fund Manager
Studied
• Chartered Accountant from ICAI • CFA
Age
33 years
Experience
11

Schemes now3

  1. Unifi Dynamic Asset Allocation Fund₹1,478 Cr
  2. Unifi Flexi Cap Fund₹239 Cr
  3. Unifi Liquid Fund₹20.9 Cr

AUM they run(Jul 2025 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,737+1.3%
Aug 20261,714+5.2%
Jul 20261,629+3.1%
Jun 20261,580+3.7%
May 20261,523+0.7%
Apr 20261,513+11.3%
Mar 20261,359−9.1%
Feb 20261,495+5.6%
Jan 20261,415+3.0%
Dec 20251,374+3.6%
Nov 20251,327+27.6%
Sept 20251,040+6.0%
AUM at month end, Sept 2026
₹1,737 Cr
+67.0% since Sept 2025
Fig. 1.The AUM of the schemes Karthik Srinivas ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Jun 2025 – now)

  1. Flexi Cap Fund
  2. Dynamic Asset Allocation Fund
  3. Liquid Fund
UNIFI2026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Jun 2025 – now)

UNIFI

3 now · since Jun 2025
  1. Unifi Dynamic Asset Allocation Fund
    Fund managerJul 2025—1y 4m₹1,478 CrBalanced Advantage

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(3 schemes)

Growth · Direct plans

Return as manager
+5.87%
Beat peers
2 of 2
vs peers
+5.31 pt
Longest run
1.3 years
Beat benchmark
Upcoming
Each scheme Karthik Srinivas ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Unifi Flexi Cap Fund
Jun '25–now · 1.3y
+3.43%+1.37%+2.06 pt––
Unifi Dynamic Asset Allocation Fund
Jul '25–now · 1.3y
+8.30%−0.27%+8.57 pt––
Unifi Liquid Fund
Nov '25–now · 0.9y
+5.49%+6.17%−0.68 pt––
Fig. 1.Each scheme Karthik Srinivas ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Saravanan VNDynamic Asset Allocation Fund · Flexi Cap Fund · Liquid Fund3 schemes
  2. Aejas LakhaniDynamic Asset Allocation Fund · Flexi Cap Fund2 schemes