Unifi Dynamic Asset Allocation Fund Direct Growth

Unifi Dynamic Asset Allocation Fund Direct Growth is a hybrid fund. This fund was started on 13 March, 2025. The fund is managed by . This fund gives you the benefit of diversification.

1. Unifi Dynamic Asset Allocation Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.9.
   

Unifi Dynamic Asset Allocation Fund Direct Growth has given a CAGR return of 2.36% since inception.

Unifi Dynamic Asset Allocation Fund Direct Growth has allocated its funds majorly in .

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To generate income and/or capital appreciation by investing in a dynamically managed portfolio of fixed income instruments, equity & equity derivatives and other permissible equity/hybrid instruments. However, there is no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee or assure any returns.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Unifi Dynamic Asset Allocation Fund Direct Growth has no lock in period.