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Unifi Capital BCAD AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark S&P BSE 500 and has delivered a 1-year return of -1.54%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.

The Unifi Capital BCAD AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Unifi Capital’s philosophy of quality and conviction-based investing.

Unifi Capital BCAD AIF Strategy or Investment Approach - AIF Details

Strategy Name

BCAD

Start Date

01 May 2018

Category

Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.1 Crore

Fund Manager

Mr Aejas Lakhani

1 Yr. Return

-1.54%

3 Yr. Return

12.61%

5 Yr. Return

23.15%

Unifi Capital BCAD Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

7 Yrs, 0 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Unifi Capital BCAD AIF Strategy - Cost or Charges

Fixed Fees

2% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Unifi Capital BCAD AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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Unifi Capital BCAD Alternative Investment Fund Strategy - Top 5 Sectors

Consumer Services

Not Disclosed

Engineering

Not Disclosed

Pharma, API & Chemical

Not Disclosed

Sugar

Not Disclosed

Equity MF FUND

Not Disclosed

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