Description
BSE notifies revision in minimum application amount for Systematic Investment Plan (SIP) in Monthly Frequency under Direct and Regular Plans for Unifi Dynamic Asset Allocation Fund and Unifi Flexi Cap Fund, effective May 20, 2026.
Summary
BSE has informed members that UNIFI Mutual Fund has revised the minimum application amount for Systematic Investment Plans (SIP) under Monthly Frequency for the Direct and Regular Plans (Growth Option) of two schemes. The revised amounts are effective May 20, 2026, and have been implemented on the BSE StAR MF Platform.
Key Points
- Minimum SIP amount reduced from Rs. 500 (in multiples of Rs. 1) to Rs. 250 (in multiples of Rs. 1) for Monthly Frequency
- Applies to both Direct Plan and Regular Plan under Growth Option
- Affects two schemes: Unifi Dynamic Asset Allocation Fund and Unifi Flexi Cap Fund
- Changes are effective May 20, 2026
- Implementation on BSE StAR MF Platform has been completed
Regulatory Changes
The minimum application amount for SIP in Monthly Frequency has been revised downward for the following schemes:
| Scheme | Existing Minimum | Revised Minimum |
|---|---|---|
| Unifi Dynamic Asset Allocation Fund | Rs. 500 and multiples of Rs. 1 | Rs. 250 and multiples of Rs. 1 |
| Unifi Flexi Cap Fund | Rs. 500 and multiples of Rs. 1 | Rs. 250 and multiples of Rs. 1 |
Compliance Requirements
- BSE members and distributors should note the updated minimum SIP amounts for both affected schemes
- The changes are already implemented on BSE StAR MF Platform; no further action required from the Exchange side
- Investors and intermediaries should refer to the Notice-cum-Addendum issued by UNIFI AMC for full details
Important Dates
- Effective Date: May 20, 2026
- Notice Date: May 20, 2026
Impact Assessment
This is a low-impact operational change that lowers the barrier to entry for retail investors wishing to invest via SIP in Unifi Dynamic Asset Allocation Fund and Unifi Flexi Cap Fund. The reduction from Rs. 500 to Rs. 250 per SIP instalment may attract smaller investors. No disruption to existing SIPs is expected. The change is already live on the BSE StAR MF Platform.
Impact Justification
Routine operational update reducing the minimum SIP amount for two Unifi Mutual Fund schemes on BSE StAR MF Platform; benefits retail investors by lowering entry threshold but has no systemic market impact.