- Manager
- Bay Capital Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Bay Capital Customized Concentrated Portfolio
−2.07%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Bay Capital Investment Advisors’ Bay Capital Customized Concentrated Portfolio returned −2.07% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹18.97 crore across its clients.
Key numbers
- AUM
- ₹18.97 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.90×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.06% | −6.03% | +0.97% |
| 3 months | +0.69% | −4.91% | +5.60% |
| 6 months | +20.84% | +2.13% | +18.71% |
| 1 year | −2.07% | −7.09% | +5.02% |
| Since inception | +3.47% | −3.95% | +7.42% |
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 equity93.15%₹17.67 Cr
- Cash and other6.80%₹1.29 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.50 Cr
- Net, Sep 2026
- −₹0.50 Cr
- Net, FY to date
- −₹1.46 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.90×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bay Capital Customized Concentrated Portfolio returned?
−2.07% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.06%; 3 months: 0.69%; 6 months: 20.84%; 1 year: −2.07%; Since inception: 3.47%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 5.02 percentage points ahead.
How much does Bay Capital Customized Concentrated Portfolio manage?
₹18.97 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 Bay Capital Customized Concentrated Portfolio?
Bay Capital Investment Advisors, a SEBI-registered portfolio manager (INP000005208), 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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