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UNICORN STAR PORTFOLIO

UNICORN INVESTMENT MANAGERS LLP

32.51 CR AUM

UNICORN STAR PORTFOLIO

UNICORN STAR PORTFOLIO

UNICORN INVESTMENT MANAGERS LLP

32.51 CR AUM

Nifty 50 TRI
Benchmark
1yr 7mo
Age
EQUITY
Strategy
AMC Charges : 2.5 %
Fixed Fees
AMC :0% or 1.5 %, Hurdle: 10 % or 12 % or 15% Performance: 10% or 20% or 30%
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
1yr 7mo
Age
EQUITY
Strategy
AMC Charges : 2.5 %
Fixed Fees
AMC :0% or 1.5 %, Hurdle: 10 % or 12 % or 15% Performance: 10% or 20% or 30%
Variable Fees
NIL
Exit Load
Fund manager

pawan mehar

Fund Manager
EQUITYStrategies

Founder, Managing Director & CEO of Unicorn Investment Managers (SEBI Registered Portfolio Management Services ), where we focus on delivering alpha-generating strategies through differentiated and research-driven investment portfolios.

Founder, Managing Director & CEO of Unicorn Investment Managers (SEBI Registered Portfolio Management Services ), where we focus on delivering alpha-generating strategies through differentiated and research-driven investment portfolios.

Purpose

Unicorn Star Portfolio follows a unique blended approach designed to generate sustainable alpha through a combination of fundamental and technical research driven stock selection. The strategy constructs a diversified portfolio of approximately thirty five to fifty five promising stocks with disciplined allocation and periodic rebalancing. Portfolio construction is divided into three components consisting of long term holdings, sector rotation opportunities and opportunistic picks. Long term holdings typically form about fifty to seventy percent of the portfolio and focus on quality companies selected from the BSE 200 universe based on metrics such as EPS growth, sales growth, return on equity, return on capital employed, margins, debt to equity and valuation parameters. These companies are usually held for a long term period of eighteen to thirty six months to build a stable base for alpha generation. Sector rotation strategy identifies three to four sectors using fundamental and technical research where relative strength, momentum and breakout characteristics are visible, with multiple stocks selected within each sector. Opportunistic allocations are drawn from the BSE 500 universe to capture short term technical breakouts, special situations and external events, typically with one to two percent weight per stock. Sector agnostic. Large cap and mid cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
13.09%
1M benchmark return
7.49%
Alpha
5.60%
1M Wealth multiple
1.13x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
13.09%
1M benchmark return
7.49%
Alpha
5.60%
1M Wealth multiple
1.13x

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