Unifi Capital Pvt Ltd • Equity
BCAD is an equity portfolio management service (PMS) strategy run by Unifi Capital Pvt Ltd, launched on 27 Apr 2018. As of 30 Sep 2026, it manages ₹212 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +1.88% over 1 year, +6.08% over 3 years and +7.76% over 5 years (+12.84% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.12 percentage points behind of its benchmark. Its 3-year return ranks 393rd 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: Invesco India DAWN Portfolio (+6.09%), Sankhya India Portfolio (+6.09%), SRE PE Shield (+5.99%), Centrum Good to Great PORTFOLIO. (+5.98%).
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 | -2.75% |
| 3 Months | +3.30% |
| 1 Year | +1.88% |
| 3 Years | +6.08% |
| 5 Years | +7.76% |
| Since Inception | +12.84% |
| management fee | Fixed Fees: AMC Charge (direct) -1.5%of AUM; AMC Charge (distributor) - 2% of AUM; AMC Chagr (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 has a 1-year return of +1.88%, a 3-year return of +6.08%, a 5-year return of +7.76% and +12.84% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, BCAD returned +7.76% against +8.91% for the BSE 500 TRI, 1.15 percentage points behind. Over 3 years it returned +6.08% against +9.20%; Over 1 year it returned +1.88% 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's 3-year return of +6.08% ranks 393rd as of 30 Sep 2026.
BCAD is managed by Mr. Baidik Sarkar and Mr. Arun at Unifi Capital. The strategy manages ₹212 Cr of client assets as of 30 Sep 2026.
BCAD manages ₹212 Cr of client assets as of 30 Sep 2026.
The fee structure for BCAD includes: management fee: Fixed Fees: AMC Charge (direct) -1.5%of AUM; AMC Charge (distributor) - 2% of AUM; AMC Chagr (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 is ₹1 Rupees.
BCAD was launched on 27 Apr 2018. It has an 8-year track record.
Description
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