- Manager
- Unifi Capital
- Service
- Discretionary
- Asset class
- Equity
Bcad
+1.88%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Unifi Capital’s Bcad returned 1.88% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹212 crore across its clients.
Key numbers
- AUM
- ₹212 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −2.75% | −5.57% | +2.82% |
| 3 months | +3.30% | −3.59% | +6.89% |
| 6 months | +19.57% | +8.07% | +11.50% |
| 1 year | +1.88% | −2.33% | +4.21% |
| 2 years | −1.27% | −3.93% | +2.66% |
| 3 years | +6.08% | +9.20% | −3.12% |
| 4 years | +10.02% | +11.22% | −1.20% |
| 5 years | +7.76% | +8.91% | −1.15% |
| Since inception | +12.84% | +11.80% | +1.04% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity92.67%₹196 Cr
- Cash and other6.01%₹12.72 Cr
- Unlisted equity1.33%₹2.81 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹11.30 Cr
- Net, Sep 2026
- −₹11.30 Cr
- Net, FY to date
- −₹38 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bcad returned?
1.88% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.75%; 3 months: 3.30%; 6 months: 19.57%; 1 year: 1.88%; 2 years: −1.27%; 3 years: 6.08%; 4 years: 10.02%; 5 years: 7.76%; Since inception: 12.84%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 4.21 percentage points ahead.
How much does Bcad manage?
₹212 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Bcad?
Unifi Capital, a SEBI-registered portfolio manager (INP000000613), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app