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Bay India Opportunities Portfolio

Bay India Opportunities Portfolio is a Equity Portfolio Management Service launched by Bay Capital Investment Advisors Pvt. Ltd. on January 2023. Managed by Mr Nikunj Doshi, the fund holds ₹80 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -9.61% (1Y), 6.18% CAGR (3Y), 10.74% since inception. Performance data as of July 2026.

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Bay India Opportunities Portfolio

Bay Capital Investment Advisors Pvt. Ltd.

79.75 CR AUM

Bay India Opportunities Portfolio

Bay India Opportunities Portfolio

Bay Capital Investment Advisors Pvt. Ltd.

79.75 CR AUM

Nifty 50 TRI
Benchmark
3yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
3yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

nikunj doshi

Fund Manager
EQUITYStrategies

With over 34 years of professional experience in Fund Management and Equity Research, Nikunj has an in-depth understanding of Indian economy & businesses. Previously, Nikunj was with Kotak Mahindra AMC, managing several funds with a combined AUM of over USD 500Mn as Fund Manager. Prior to Kotak, he was the Head of Research at Refco-Sify Securities & Ventura Securities. Nikunj is an Electronics Engineer from MS University of Baroda and is a post-graduate in Master of Management Studies (MMS), Mumbai University.

With over 34 years of professional experience in Fund Management and Equity Research, Nikunj has an in-depth understanding of Indian economy & businesses. Previously, Nikunj was with Kotak Mahindra AMC, managing several funds with a combined AUM of over USD 500Mn as Fund Manager. Prior to Kotak, he was the Head of Research at Refco-Sify Securities & Ventura Securities. Nikunj is an Electronics Engineer from MS University of Baroda and is a post-graduate in Master of Management Studies (MMS), Mumbai University.
Fund manager

devang mehta

Fund Manager
EQUITYStrategies
1OF2

What is this fund's investment objective?

The main objective of the investment under this portfolio is to generate capital appreciation over the medium / long term by investing in select equity shares and equity related instruments in concentrated manner. The portfolio will typically have less than 30 stocks, however in case of portfolio transition the number of stocks could be more. The target segment of investment ideas would be bottom up and market cap agnostic. The portfolio manager aims to invest through bottom up stock picking in emerging & existing themes to take advantage of the overall economic growth cycle. The investment style of the portfolio would be a suitable blend of top down macro themes and bottom up investment ideas at the micro level.

How has Bay India Opportunities Portfolio performed?

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1M IA return
3.75%
1M benchmark return
1.67%
Alpha
2.08%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.75%
1M benchmark return
1.67%
Alpha
2.08%
1M Wealth multiple
1.04x

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