What is the hurdle rate of UNIFI - BCAD?

The hurdle rate of UNIFI - BCAD is 10.00%.

What is the fixed fee charged in UNIFI - BCAD ?

The fixed fee charged in UNIFI - BCAD is 2.00%.

What is the variable fee charged in UNIFI - BCAD ?

The variable fee charged in UNIFI - BCAD is 1.50%.

What is the profit sharing in UNIFI - BCAD ?

The profit sharing in UNIFI - BCAD is 20% Profit Sharing above 10% Hurdle.

What is the minimum investment in UNIFI - BCAD ?

The minimum investment in UNIFI - BCAD is ₹50 Lacs

What type of scheme is UNIFI - BCAD?

UNIFI - BCAD is an Equity scheme. It falls in the Mid Cap category.

What is the inception date of UNIFI - BCAD?

The inception date of UNIFI - BCAD is Apr 27, 2018.

UNIFI - BCAD

Unifi Capital Pvt Ltd
Mid Cap

11
Out of 14*
Compare
Share

Portfolio age8 years, 3 months

3.92%

1.73%

Hurdle Rate**10.00%

Fixed fee2.00%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Aejas Lakhani

Manager Rank17 Out of 20
i
Rank is based on 3-year return
Schemes Managed2
Total AUMUndisclosed
Highest Return In 1 Yr0.02%

Profile

Aejas has nearly 12 years of experience across asset management, corporate governance, investment banking in the function of deal making, analysis and execution as well as credit rating. At Unifi, he handles consumer, pharma and select mid-caps. He manages the 'Business Consolidation After Disruptions' (BCAD) strategy. Prior to this, he worked with an advisory firm, IiAS and in research with Edelweiss AMC. He holds an MBA degree from Asian Institute of Management, Manila, and an MA economics Mumbai University.

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UNIFI - BCAD

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jul, 2026)

Inception Date

Apr 27, 2018

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not 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.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

1.50%

Hurdle Rate

10.00%

Profit Sharing

20% Profit Sharing above 10% Hurdle

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INVESTMENT PHILOSOPHY

Objective

The fund will invest in established companies in specific sectors which are leading the migration of market share from the unorganised players to the organised players. The endeavor is to generate an absolute return of 200% over a 5- year time period.

Investment Approach

The fund would be investing in well-established organised players who would be gaining market share from the unorganised players thus posting higher revenue growth rate than that of their industry. The high topline growth along with the benefits of operating leverage would help them record a superior earnings trajectory over the next decade.