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Unique Strategic Fund
Unique Asset Management Llp
1,576.07 CR AUM
Unique Strategic Fund
Unique Asset Management Llp
1,576.07 CR AUM
BSE 500 TRI
Benchmark
6yr 4mo
Age
EQUITY
Strategy
Fixed Management Fees:-
1) 1.5% p.a.+ GST on equity
2) 0.07% p.aa + GST on debt
Fixed Fees
Fixed Fees: 0.75% p.a. + GST
8% Hurdle rate
20% Performace fees p.a. + GST
Variable Fees
No exit load
Exit Load
BSE 500 TRI
Benchmark
6yr 4mo
Age
EQUITY
Strategy
Fixed Management Fees:-
1) 1.5% p.a.+ GST on equity
2) 0.07% p.aa + GST on debt
Fixed Fees
Fixed Fees: 0.75% p.a. + GST
8% Hurdle rate
20% Performace fees p.a. + GST
Variable Fees
No exit load
Exit Load
sunil kothari
Fund Manager
EQUITYStrategies
Sunil has 30+ years of investing experience in Indian capital markets. He has a bottom-up investment style. His forte lies in mid-cap and small-cap companies. Previously, he was a Partner at Unique Investment Consultancy, a sub-broker with GEPL Capital for 20+ years. He is a qualified Chartered Accountant.
Purpose
Unique PMS believes in preserving and growing clients wealth based on a disciplined approach and a set of values - 1. Fear permanent loss of capital, not volatility 2. Long term horizon (min 5-7y) 3. In-house research (identify a good business, invest, monitor, exit). We invest all of our funds in the same strategy as the rest of our clients, thus ensuring aligned interest.
Investment Approach v/s Benchmark Metrics
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1M IA return
16.69%
1M benchmark return
10.38%
Alpha
6.31%
1M Wealth multiple
1.17x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
16.69%
1M benchmark return
10.38%
Alpha
6.31%
1M Wealth multiple
1.17x
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