Affluense AI AFFLUENSE

BCAD

Unifi Capital Pvt Ltd
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
27 April 2018
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The investment strategy focuses on established, organized sector entities poised to capture market share from unorganized competitors. This strategic positioning is anticipated to drive revenue growth exceeding industry averages. Coupled with the advantages of operating leverage, this robust top-line expansion is expected to facilitate superior earnings performance over the coming decade.

Investment Objective

This investment vehicle will allocate capital to prominent entities within designated sectors, capitalizing on the ongoing shift of market dominance from the unorganized to the organized economy. The objective is to achieve a cumulative absolute return of 200% over a five-year investment horizon.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.07% -0.24% 0.17%
3 MONTHS 3.36% 5.02% -1.66%
6 MONTHS -3.91% 1.63% -5.54%
1 YEAR 2.78% 7.63% -4.85%
2 YEAR 3.90% 11.64% -7.74%
3 YEAR 13.61% 16.40% -2.79%
5 YEAR 16.32% 16.82% -0.50%
SINCE INCEPTION 14.38% 14.10% 0.28%

Calendar Year Performance

Year Return
CY 2025 2.78%
CY 2024 5.13%

Financial Year Performance

Year Return
FY 26_YTD 11.39%
FY 25 0.82%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Aejas Lakhani

Fund Manager

Aejas has nearly 12 years of experience across asset management, corporate governance, investment banking in the function of deal making, analysis and execution as well as credit rating. At Unifi, he handles consumer, pharma and select mid-caps. He manages the 'Business Consolidation After Disruptions' (BCAD) strategy. Prior to this, he worked with an advisory firm, IiAS and in research with Edelweiss AMC. He holds an MBA degree from Asian Institute of Management, Manila, and an MA economics Mumbai University.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
7 Yrs, 8 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1.50%

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)