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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | 0.0% | −5.6% | +5.6% |
| 3 Months | +0.7% | −3.6% | +4.3% |
| 6 Months | +27.0% | +8.1% | +18.9% |
| 1 Year | +4.5% | −2.3% | +6.9% |
|---|
| 2 Years | −1.0% | −3.9% | +2.9% |
|---|
| 3 Years (CAGR) | +14.3% | +9.2% | +5.2% |
|---|
| 4 Years (CAGR) | +23.0% | +11.2% | +11.8% |
|---|
| 5 Years (CAGR) | +20.4% | +8.9% | +11.5% |
|---|
| Since launch | +28.3% | +11.7% | +16.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 22.9%
Unique PMS’s story and investment philosophy are on the Unique PMS firm page.
Ketan Gopani
Fund managerPartner, Fund Manager & Principal Officer
Co-Founder of Unique Asset Management LLP and Fund Manager of Unique Focused Fund. 35 years of public market investing experience. Experience has taught him the art of identifying companies with competent & ethical management. Specialises in identifying companies with high-growth potential and investing in them for the long term. Former Partner at Unique Investment Consultancy, a broking firm, for 25+ years. Member of Institute of Chartered Accountants of India (ICAI). Equally inclined towards religion and spirituality.
Sunil Kothari
Fund managerPartner & Fund Manager
Co-Founder of Unique Asset Management LLP and Fund Manager of Unique Strategic Fund. Investing experience of over three decades, having seen multiple market and business cycles since 1990s. A strong believer in the school of "value investing", specialising in Mid & Small cap companies. Former Partner at Unique Investment Consultancy, a broking firm, for 25+ years. Member of Institute of Chartered Accountants of India (ICAI). A passionate reader, traveller and learner.
Nirali Gopani
Senior Principal & Compliance Officer
Over 7 years of public market investment experience. Former Institutional Research Associate with Emkay Global, specialising in Mid caps, Pharma and Chemicals. Joined Unique in 2017; responsible for researching on sectors and companies and assisting fund managers with portfolio decision-making. Instrumental in establishing Portfolio Management Systems desk at the enterprise level. Managing equity research, investor communication, compliance and operations. Qualified Chartered Accountant.
Pratik Kothari
Senior Principal
Former Analyst in Equity Structuring Group, Global Markets at Deutsche Bank. Involved in the capital markets since 2015, with Unique since 2017. Part of the Investment Management team at Unique; responsible for tracking portfolio companies and generating ideas to identify investment opportunities. Assists fund manager in portfolio building, from stock selection to allocation. Instrumental in setting up the PMS desk at Unique; manages operations and investor communication. Interests involve stocks, books, travel, cinema & cricket. Graduate from IIT Madras and CFA (USA).
Preet Gopani
Business Development & Investment Research
Researches and tracks companies to identify investment opportunities. Assists in investor communication and portfolio building. Leads Business Development. Passionate reader across genres. MBA from NMIMS & University of Lausanne.
Registration No
INP000006855
Fund Manager
Mr.KETAN GOPANI
Principal Officer
Mr.KETAN GOPANI
Inflow
₹17.15 Cr
Outflow
₹17.60 Cr
Net
₹-0.45 Cr
Not reported — complaint data for this strategy isn't available yet.
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