PMS · Equity · Mid Cap
Unifi APJ 20*
Fund size₹943 Cr
Alpha (3Y)1.06%
3Y return13.00%
Fund age10 yrs 11 mo
From the research desk
Betting on quiet potential before the market notices.
APJ Scheme is Unifi Capital's PMS strategy inspired by the economic themes in India Vision 2020, following a bottom up path across five sectors, Agriculture, Specialty Chemicals, Specialty Manufacturing, Infrastructure Value Chain and Mining.
Five named sectors, not a broad mandate
Built specifically around five sectors, Agriculture, Specialty Chemicals, Specialty Manufacturing, Infrastructure Value Chain and Mining, rather than a flexicap or all sector mandate.
Indirect beneficiaries, not the obvious plays
Focus stays on niche businesses with specialised capabilities that benefit disproportionately as these industries expand, rather than the most obvious, already well owned names in each sector.
Patient enough for a structural theme to play out
Follows a low portfolio turnover approach with an intended investment horizon of approximately five years, letting these structural theses mature rather than trading around them.
Fund Manager
BAIDIK SARKAR
BAIDIK SARKAR
Fund Manager, PMS, Unifi
Baidik is a Chartered Accountant with over 12 years of experience in consulting, corporate finance and equity research. Mr. Baidik Sarkar has been with UNIFI for the last 10 years and currently handles equity research across IT, real-estate and the agricultural sector and also assists the CIO in managing the company’s Spin-Off and APJ fund. Prior to UNIFI, Mr. Baidik worked as a Strategy Consultant with the Government Reforms and Institutional Development arm of PricewaterhouseCoopers -PWC.
Managing AUM₹2,896 Cr
Growth of₹Cr
Unifi APJ 20*
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Unifi APJ 20*7.44%10.76%2.52%13.00%13.13%20.07%
Nifty 500−1.02%4.72%−0.11%12.09%10.91%13.66%
Excess over benchmark8.46%6.04%2.63%0.91%2.22%6.41%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.55%
Benchmark approx 14.85%
A standard deviation reflecting historical swings.
Sensitivity
1.01
Beta vs benchmark 1.00 · 1% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.49
Sharpe
Excess return gained per unit of volatility.
Capture ratio
98 / 88
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −17.59% from its 30 Oct 2024 peak to a 28 Feb 2025 trough, and recovered on 31 Jul 2026 after 518 days.
Max drawdowns
−17.59%
Recovery period
518 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Oct 202428 Feb 2025−17.59%121 days31 Jul 2026518 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−17.59%
Fell over121 days
Recovered31 Jul 2026
Recovery took518 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
P/E ratio
21.50
Dividend yield
0.10%
Asset class
Equity
Market cap
Large cap15.00%
Mid cap3.00%
Small cap82.00%
Cash & others0.00%
As on 31 Aug 2026
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