Low
Volatility & Inflation-Beating Returns: Unifi Dynamic Asset Allocation
Fund..!
The New fund has complete discretion to allocate 0 to
100% across various segments of debt and equity in any proportion.
Unifi
Mutual Fund has launched Unifi Dynamic
Asset Allocation Fund. The fund house believes that the scheme is suitable
for investors looking for low volatility and inflation-beating returns over an
investment horizon of two years or more.
The NFO closes on March 7, 2025 The scheme will reopen for continuous sale and repurchase on March 21, 2025.
The
fund management team has complete discretion to allocate 0% to 100% across
various segments of debt and equity in any proportion. The flexibility shall be
used consciously to limit downside across economic cycles while striving to
achieve consistent real returns over inflation.
Broadly
there could be 4 cycles – Rising growth-falling inflation, rising growth-rising
inflation, falling growth-rising inflation and falling growth-falling
inflation. The empirically low volatile segments like government securities,
AAA bonds, hedged equity and special situations arbitrage would have a fair
chunk of allocation in all economic cycles.
The
segments like credits and diversified equity will be opportunistically
considered when the economic outlook indicates rising growth and reduced when
the growth projection suggests weakness. The traditional options don’t seem to
deliver this proposition, pushing investors to allocate to segments that are
more risky or illiquid.
The
scheme is benchmarked against CRISIL Hybrid 50 + 50 Moderate Index (TRI)
The
scheme will offer growth options only. During the NFO, the minimum application
amount (lumpsum) is Rs 5,000 and in multiples of Re 1 thereafter. On a
continuous basis, the minimum amount for
Systematic Investment Plan (SIP) is Rs 500.
For More details and investment
Sivakasi Manikandan, MBA (F&M), [MBA, I & FP],
FChFP, CIS, AMFI, CII (London)
Managing Director - AISMONEY
No. 21, MBT Road, (Opp) Indian Bank, Walajapet - 632 513
Ranipet Dt. Tamil Nadu, India.
+ 91 98405 77675
+ 91 96777 66393 (Office)
support@aismoney.com
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme
related documents carefully. The past performance of the mutual funds is not
necessarily indicative of future performance of the schemes.
