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UNIFI - BCAD2: Breakout 20
UNIFI - BCAD2: Breakout 20

UNIFI - BCAD2: Breakout 20

  • Unifi Capital Pvt Ltd
  • Mid Cap
  • 12
    Out of 17*
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PMS Bazaar
Portfolio age3 years, 10 months
1.78%
4.27%
Hurdle Rate**0.00%
Fixed fee2.00%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Aejas Lakhani
  • Manager Rank12 Out of 17
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr0.77%
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.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
17 Out of 21
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
18 Out of 21
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
18 Out of 21
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
₹288.00 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Unifi Capital Pvt Ltd
Unifi Capital Pvt Ltd manages assets worth Rs 20654.59 crores. Its current offering of PMS schemes includes 4 Mid Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

20,654.59 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
11 Out of 21
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
14 Out of 21
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
17 Out of 21
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
207 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
18 Out of 21
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of UNIFI - BCAD2: Breakout 20?
There is no option for Hurdle rate.
What is the fixed fee charged in UNIFI - BCAD2: Breakout 20 ?
The fixed fee charged in UNIFI - BCAD2: Breakout 20 is 2.00%.
What is the variable fee charged in UNIFI - BCAD2: Breakout 20 ?
There is no option for Variable fee.
What is the profit sharing in UNIFI - BCAD2: Breakout 20 ?
There is no option for Profit sharing.
What is the minimum investment in UNIFI - BCAD2: Breakout 20 ?
The minimum investment in UNIFI - BCAD2: Breakout 20 is ₹50 Lacs
What type of scheme is UNIFI - BCAD2: Breakout 20?
UNIFI - BCAD2: Breakout 20 is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of UNIFI - BCAD2: Breakout 20?
The inception date of UNIFI - BCAD2: Breakout 20 is Jan 14, 2022.
What is the exit load of UNIFI - BCAD2: Breakout 20?
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.