- Manager
- Bay Capital Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Bay India Opportunities Portfolio
−11.96%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Bay Capital Investment Advisors’ Bay India Opportunities Portfolio returned −11.96% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹65.52 crore across its clients.
Key numbers
- AUM
- ₹65.52 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.59×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −7.36% | −6.03% | −1.33% |
| 3 months | −2.87% | −4.91% | +2.04% |
| 6 months | +11.95% | +2.13% | +9.82% |
| 1 year | −11.96% | −7.09% | −4.87% |
| 2 years | −8.24% | −5.29% | −2.95% |
| 3 years | +4.10% | +6.06% | −1.96% |
| Since inception | +9.11% | +7.38% | +1.73% |
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 equity96.40%₹63.16 Cr
- Cash and other3.60%₹2.36 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹11.09 Cr
- Net, Sep 2026
- −₹11.09 Cr
- Net, FY to date
- −₹11.96 Cr
- Turnover, month
- 0.15×
- Turnover, past year
- 0.59×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bay India Opportunities Portfolio returned?
−11.96% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.36%; 3 months: −2.87%; 6 months: 11.95%; 1 year: −11.96%; 2 years: −8.24%; 3 years: 4.10%; Since inception: 9.11%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 4.87 percentage points behind.
How much does Bay India Opportunities Portfolio manage?
₹65.52 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 India Opportunities 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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