Bay India Opportunities Portfolio

EQUITY FLEXI CAP

Objective is to generate capital appreciation over the medium to long term by investing in select equity and equity-related instruments.

+6.18%

3Y annualised returns

+8.81%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

19 Jan '23

Total AUM

₹105.79Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.0%

Cash2.0%

Equity market cap split

Small Cap60.3%

Mid Cap23.5%

Large Cap14.2%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

ND
Nikunj Doshi
Managing Partner & Founding Member, Bay Capital
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About

Nikunj Doshi is Managing Partner and a Founding Member of Bay Capital. He has over 34 years of professional experience in Fund Management and Equity Research with an in-depth understanding of Indian economy & businesses. Prior to Bay Capital, Nikunj was at Kotak Mahindra AMC for over 5 years where he was Fund Manager for various funds managing AUM of over USD 500Mn. Prior to Kotak, he was Head of Research at Refco-Sify Securities & Ventura Securities. Nikunj is an Electronics Engineer from MS University of Baroda and has completed post-graduation in Master of Management Studies (MMS) from the University of Mumbai.Nikunj is based in Mumbai, India.

Experience

Over 34 years of professional experience in financial markets.

Investment philosophy

Fund Management and Equity Research with a focus on the Indian economy.

Previously worked at