UNIFI - BCAD

Unifi Capital Pvt Ltd
MID CAP

12

Out of 17*
Compare
Share

Portfolio age 6 years, 10 months

-5.44%

-3.43%

Hurdle Rate** 0.00%

Fixed fee 2.00%

Min. Investment ₹50 Lac

*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 31/01/2025)

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

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Aejas Lakhani

Manager Rank 18 Out of 21
i
Rank is based on 3-year return
Schemes Managed 2
Total AUM Undisclosed
Highest Return In 1 Yr 3.60%

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

1M 3M 6M 1Y 3Y 5Y

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Grid

UNIFI - BCAD

AUM (₹ Cr)

UNDISC.

Hurdle Rate

Available

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Jan, 2025)

Inception Date

May 1, 2018

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0% if redeemed in 0-1 year, 0% if redeemed in >1-2 years, 0% 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

Available

Profit Sharing

Available

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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.