Unifi Capital’s BCAD2 Breakout 20 Strategy

KEY PORTFOLIO ATTRIBUTES #

Year of Inception
Number of Stocks
Alpha (1Y)
Beta (1Y)

About UNIFI Capital

Unifi Capital is a SEBI-registered portfolio management firm established in 2001, offering innovative, long-only and event-driven investment strategies focused exclusively on Indian equities. With a stellar 24-year performance record and an AUM of ₹23,200 Cr (USD 2.7 Bn), Unifi stands out for its in-house research strength and consistent alpha generation. Headquartered in Chennai, Unifi has a national footprint across Bangalore, Hyderabad, Mumbai, Delhi, Ahmedabad, Pune, and Kolkata, backed by a 157-member professional team. Every strategy under Unifi’s umbrella has historically outperformed its benchmark, making it a trusted choice among HNIs and family offices.

Investment Objective

The BCAD2: Breakout 20 Strategy by Unifi Capital aims to capture long-term capital appreciation by investing in companies benefiting from India’s structural shift—from unorganized to organized sectors—driven by tech-savvy, educated, and digitally enabled consumption. The strategy targets businesses with consistent volume growth, superior capital efficiency, and operational leverage, while applying stringent governance filters to avoid poor capital allocators. With a bottom-up stock-picking approach backed by fundamental research and external validation, BCAD2 is ideal for investors seeking long-term wealth creation in India’s formalizing economy.

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