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COMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
UNIFI - BCAD2: Breakout 20
NAFA - Emerging Bluechip Portfolio
Fund Summary
CategoryMid CapMid Cap
AUM (₹ cr)1953.25428.76
Fixed Fee2.00%2.50%
Variable FeeNo OptionNo Option
Hurdle RateNo OptionNo Option
Profit SharingNo OptionNo Option
BenchmarkBSE 500 TRIBSE 500 TRI
Portfolio Age4 years, 10 months10 years, 8 months
Trailing Returns
Portfolio Manager
Sarath K Reddy
Sarath K Reddy
Balaji Vaidyanath
Balaji Vaidyanath
ProfileIn a career spanning 25 years, Mr. Sarath Reddy has to lead a variety of functions in the field of Investments. Having started his career in Mumbai with Standard Chartered Bank, he took the first opportunity that came along to turn into an entrepreneur. Mr. Sarath Reddy along with a highly experienced team of professionals founded Unifi Capital in 2001. As a Chief Investment Officer, he works very closely with the research analysts and fund management team to deliver unmatched performance.Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Nafa. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Nafa offers prospective investors a platform that rests on a solid footing.
Detailed Portfolio
Allocation by Market Cap
    Undisclosed
  • Large Cap 2.31%
  • Mid Cap 12.09%
  • Small Cap 83.74%
Sector Holdings
Stock Holdings
Investment Details
Min. Investment50000005000000
SIP OptionNot AvailableAvailable
STP OptionNot AvailableNot Available
Exit Load Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter. Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.