- Manager
- Unifi Capital
- Service
- Discretionary
- Asset class
- Equity
Bcad Breakout 20
+4.39%
1-year return
Benchmark S and PBSE500TRI −2.33% · to 30 Sep 2026
Unifi Capital’s Bcad Breakout 20 returned 4.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and PBSE500TRI. It managed ₹1,841 crore across its clients.
Key numbers
- AUM
- ₹1,841 Cr
- Benchmark
- S and PBSE500TRI
- Turnover, past year
- 0.94×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and PBSE500TRI | Difference |
|---|---|---|---|
| 1 month | −1.89% | −5.57% | +3.68% |
| 3 months | +4.55% | −3.59% | +8.14% |
| 6 months | +23.02% | +8.07% | +14.95% |
| 1 year | +4.39% | −2.33% | +6.72% |
| 2 years | −0.76% | −3.93% | +3.17% |
| 3 years | +7.47% | +9.20% | −1.73% |
| 4 years | +10.86% | +11.22% | −0.36% |
| Since inception | +11.20% | +8.44% | +2.76% |
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 equity95.27%₹1,754 Cr
- Cash and other3.60%₹66.26 Cr
- Unlisted equity1.13%₹20.79 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.72 Cr
- Outflow, Sep 2026
- ₹79.75 Cr
- Net, Sep 2026
- −₹77.03 Cr
- Net, FY to date
- −₹424 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.94×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bcad Breakout 20 returned?
4.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.89%; 3 months: 4.55%; 6 months: 23.02%; 1 year: 4.39%; 2 years: −0.76%; 3 years: 7.47%; 4 years: 10.86%; Since inception: 11.20%.
How has it done against its benchmark?
Its benchmark, the S and PBSE500TRI, returned −2.33% over the year, so the strategy was 6.72 percentage points ahead.
How much does Bcad Breakout 20 manage?
₹1,841 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 Breakout 20?
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.
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