Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 7.16 | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan is ₹10.88.
It is better to invest in a fund with a longer track record as Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 0.93%
The process for redemption is
The AUM of Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan is currently ₹1,150 Crores.
The Top three stocks are TVS Motors-Prefshare, Bharti Airtel and HDFC Bank and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 23% of fund’s portfolio respectively.
Top three sectors of Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous accounting for 78% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Dynamic Asset Allocation.
Saravanan V N and Aejas Lakhani manage the Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan Fund.
Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan current PE ratio is 27.08 and PB ratio is 4.83
The asset allocation of Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan is Stocks : 39.96%, Debt : 60.01% and Gold : 0%
The minimum SIP amount for Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for Unifi Dynamic Asset Allocation Fund - Growth - Direct Plan is NIL upto 20% of units and 1.5% for remaining units on or before 12 months, Nil after 12 months
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