Bay Capital - India Opportunities Portfolio

Bay Capital Investment Advisors Private Limited
Multi Cap AND Flexi Cap

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Portfolio age3 years, 8 months

2.14%

-1.14%

Hurdle Rate**10.00%

Fixed fee2.00%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (3.2%)

Allocation by Market Cap

Small Cap (63.61%)

Mid Cap (14.55%)

Large Cap (18.61%)

Sector Holdings

Financials Services31.53%
Consumer Services14.98%
Services11.19%
Healthcare9.95%
Fast Moving Consumer Goods7.77%

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Devang Mehta

Manager Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

Profile

Mr. Devang Mehta has over 16+ years of experience in Indian equity markets with prominent Indian financial institutions like Tamohara Investment Managers, Canara Robeco Asset Management (Mutual Fund). He has deep expertise in Indian listed equities across large-cap and small/mid-cap segments, with a particular focus on bottom-up fundamental research, portfolio construction, and investor communication. Mr. Mehta serves as Portfolio Manager at Bay Capital, He leads management engagement, and investment strategy. He is actively involved in investor communication and reporting. He is associated with Bay Capital over 8+ years working and has jointly worked with Mr. Keyur Majmudar. His areas of analytical focus include consumer discretionary, new-age digital companies, financials, healthcare, industrials, and technology sectors within the Indian listed universe. Devang holds an PGDM from the Welingkar Institute of Management Development and Research, Mumbai, and a bachelor’s degree in management from Mumbai University.

Other Schemes

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

82.31

(As on Aug, 2026)

Inception Date

Jan 19, 2023

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in > 1-2 years, 0.50% if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

1.25%

Hurdle Rate

10.00%

Profit Sharing

20% Profit Sharing above 10% Hurdle

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INVESTMENT PHILOSOPHY

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.

Investment Approach

We aim 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 idea at the macro levels.