NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Unifi Flexi Cap Fund -Growth for NRI [9.22]

Min Investment

5,000

Fund Size

178.95 Cr

Expense Ratio

2.4%

Exit Load

%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

9.22

2.24%

NAV as on 01 Apr 26, 12:00 AM

risk

flexi cap

equity

NAV as on 01 Apr 26, 12:00 AM

risk

flexi cap

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

-7.78%p.a.

Since Inception

About Unifi Flexi Cap Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Unifi Flexi Cap Fund -Growth scheme from Unifi Asset Management Pvt. Ltd. It is a Flexi - Cap mutual fund scheme that predominantly invests in Flexi - Cap stocks of companies. Launched on Jun 2025, Unifi Flexi Cap Fund -Growth is Flexi - Cap fund of its category with 178.95 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Flexi - Cap funds.

  • Unifi Flexi Cap Fund -Growth delivered 0.0% annual returns during the last year. It has delivered -7.8% average annual returns since the fund was launched.
  • Unifi Flexi Cap Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

To generate long term capital appreciation by pursuing active management and bottom-up investing, primarily in equity and equity related instruments across sectors and market cap spectrum. The scheme will anchor to investing in growth businesses and is best suited for investors with long term investment horizon. However, there is no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee or assure any returns.

Top 10 Holdings

Apollo Hospitals Enterprise Ltd

2.93%

Axis Bank Ltd

3.06%

Bank Of Baroda

1.44%

Bayer CropScience Ltd

0.89%

Bharti Airtel Ltd

5.36%

Can Fin Homes Ltd

0.75%

Coal India Ltd

0.75%

Coromandel International Ltd

1.90%

DCM Shriram Ltd

0.85%

DHFL VYSYA HOUSING FINANCE LIMITED EQ

1.22%

Fund Managers

  1. Saravanan V N (May 2025 - Present)
  2. Aejas Lakhani (May 2025 - Present)
  3. Karthik Srinivas (May 2025 - Present)
  4. Aman Reddy Kakani (May 2025 - Present)

Key Information

View Scheme Document

Unifi Flexi Cap Fund -Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Unifi Flexi Cap Fund -Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Unifi Flexi Cap Fund -Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Unifi Flexi Cap Fund -Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions