Unifi BCAD-2-BREAKOUT 20
EQUITY MID CAP
Our strategy, BCAD-2: Breakout 20 seeks to capitalize on these structural shifts - from the unorganized to organized and demographic led consumption.
+11.19%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
14 Jan '22
Total AUM
₹2,560.57Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
Equity market cap split
Small Cap47.0%
Large Cap34.0%
Mid Cap19.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
Exit Load: 1 Year: Nil, 2 Year: Nil, 3 Year: Nil
PMS management
BSBAIDIK SARKARView details
BS
BAIDIK SARKAR
View details
About
India continues to be amongst the fastest-growing trillion-dollar economy in the world that is likely to reach a nominal GDP of USD 5 trillion before the end of this decade, from USD 2.6 trillion today. To support this scale, several social, and regulatory have been unveiled, and as they spread through the economy, powerful repercussions are being felt across India's consumption stack. An unintended consequence of this change is impacting the competitive ability of India's unorganized businesses. And this has led to a disruptive shift favoring India's organized businesses across various segments.
PMS house
Unifi Capital Pvt Ltd
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