Unifi Capital Pvt Ltd • Equity
BCAD Breakout 20 is an equity portfolio management service (PMS) strategy run by Unifi Capital Pvt Ltd, launched on 14 Jan 2022. As of 30 Sep 2026, it manages ₹1,841 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.39% over 1 year and +7.47% over 3 years (+11.20% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.73 percentage points behind of its benchmark. Its 3-year return ranks 352nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹1 Rupees. The strategy is managed by Mr. Baidik Sarkar and Mr. Arun.
Ranked nearby on 3-year return: Core Value Regular (+7.57%), Q India Value Equity Strategy (+7.56%), High Growth Fund (+7.35%), Vacreate Bespoke strategy (+7.33%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.89% |
| 3 Months | +4.55% |
| 1 Year | +4.39% |
| 3 Years | +7.47% |
| Since Inception | +11.20% |
| management fee | Fixed Fees: AMC Charge(direct) - 1.5%of AUM; AMC Charge(distributor) - 2% of AUM; AMC Charge(RIA) - 1.25% of AUM |
| performance fee | Variable Fees: AMC Charge(Direct)-1% of AUM or AMC Charge(Distributor) - 1.5% of AUM or AMC Charge(RIA) - 0.75% of AUM and 20% profit sharing over 10% hurdle rate |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callBCAD Breakout 20 has a 1-year return of +4.39%, a 3-year return of +7.47% and +11.20% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, BCAD Breakout 20 returned +7.47% against +9.20% for the BSE 500 TRI, 1.73 percentage points behind. Over 1 year it returned +4.39% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, BCAD Breakout 20's 3-year return of +7.47% ranks 352nd as of 30 Sep 2026.
BCAD Breakout 20 is managed by Mr. Baidik Sarkar and Mr. Arun at Unifi Capital. The strategy manages ₹1,841 Cr of client assets as of 30 Sep 2026.
BCAD Breakout 20 manages ₹1,841 Cr of client assets as of 30 Sep 2026.
The fee structure for BCAD Breakout 20 includes: management fee: Fixed Fees: AMC Charge(direct) - 1.5%of AUM; AMC Charge(distributor) - 2% of AUM; AMC Charge(RIA) - 1.25% of AUM; performance fee: Variable Fees: AMC Charge(Direct)-1% of AUM or AMC Charge(Distributor) - 1.5% of AUM or AMC Charge(RIA) - 0.75% of AUM and 20% profit sharing over 10% hurdle rate.
The minimum investment for BCAD Breakout 20 is ₹1 Rupees.
BCAD Breakout 20 was launched on 14 Jan 2022. It has a 4-year track record.
Description
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