- Manager
- Bay Capital Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Bay Capital India First Portfolio
−4.55%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Bay Capital Investment Advisors’ Bay Capital India First Portfolio returned −4.55% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹5.43 crore across its clients.
Key numbers
- AUM
- ₹5.43 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.57×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −9.61% | −6.03% | −3.58% |
| 3 months | −5.67% | −4.91% | −0.76% |
| 6 months | +6.82% | +2.13% | +4.69% |
| 1 year | −4.55% | −7.09% | +2.54% |
| 2 years | −1.14% | −5.29% | +4.15% |
| 3 years | +11.18% | +6.06% | +5.12% |
| Since inception | +15.48% | +7.86% | +7.62% |
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 equity98.90%₹5.37 Cr
- Cash and other1.10%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.23 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.23 Cr
- Net, FY to date
- ₹0.35 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.57×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bay Capital India First Portfolio returned?
−4.55% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −9.61%; 3 months: −5.67%; 6 months: 6.82%; 1 year: −4.55%; 2 years: −1.14%; 3 years: 11.18%; Since inception: 15.48%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 2.54 percentage points ahead.
How much does Bay Capital India First Portfolio manage?
₹5.43 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 India First 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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