Unifi Dynamic Asset Allocation Fund: A New Investment Opportunity

Unifi Mutual Fund launches Unifi Dynamic Asset Allocation Fund, a hybrid scheme balancing equity and debt. NFO runs from March 3-7, 2025, with Rs 5,000 minimum investment.

Unifi Mutual Fund has introduced the Unifi Dynamic Asset Allocation Fund, an open-ended hybrid scheme falling under the Dynamic Asset Allocation or Balanced Advantage category. The primary objective of the scheme is to generate income and/or capital appreciation by dynamically managing a portfolio comprising fixed-income instruments, equity, equity derivatives, and other permissible equity or hybrid instruments. However, the scheme does not guarantee or assure any returns.

The New Fund Offer (NFO) for the Unifi Dynamic Asset Allocation Fund is set to launch on March 3, 2025, with the offer period closing on March 7, 2025. Investors looking to participate in the NFO can do so with a minimum subscription amount of Rs 5,000.

Regarding the exit load structure, the scheme follows a tiered approach. If units are redeemed or switched out within 12 months of allotment, the following conditions apply: up to 20 per cent of the units can be withdrawn without any exit load, while the remaining units will incur an exit load of 1.5 per cent of the applicable NAV. However, no exit load will be charged on redemptions or switches after 12 months from the date of allotment. The scheme does not impose an entry load.

The Unifi Dynamic Asset Allocation Fund aims to offer investors a flexible investment approach, balancing exposure between equity and debt instruments to optimize returns while managing risks. Given its dynamic asset allocation strategy, the scheme may appeal to investors seeking a balanced investment approach with potential long-term wealth creation opportunities.

Disclaimer: The article is for informational purposes only and not investment advice.