Unifi BCAD
EQUITY MID CAP
BCAD strategy has been structured to benefit from migration of market share from the unorganised segment to organised players. 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.
+10.73%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 May '18
Total AUM
₹291.81Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
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
0.00%
PMS management
ALAejas LakhaniView details
AL
Aejas Lakhani
View details
About
Aejas Lakhani. The investment focus is on established companies in specific sectors which are leading the migration of market share from unorganised players to organised players. As India's economy grows rapidly in scale and sophistication, several sectors are positioned to change dramatically over the next decade. Certain powerful trends are driving the shift in the balance of competitive advantage in favour of organized businesses.
Investment philosophy
Focuses on established companies leading the market share shift from unorganised to organised sectors.
PMS house
Unifi Capital Pvt Ltd
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