Bay Capital Investment Advisors Pvt Ltd

AUM (Cr.)

207.73

Clients

Inv. Approach

As On Date

30 September 2025

Bay Capital is an independent investment firm established in 2006 with a strong conviction in the India growth story and a clear objective of participating in it through the equity markets. The firm follows a bottom-up, long-term investment approach, believing that superior risk-adjusted returns can be achieved by investing in and holding a concentrated portfolio of high-quality businesses. These businesses are typically leaders in their respective sectors, generate high returns on capital, and possess sustainable competitive advantages that enable long-term earnings compounding. Bay Capital is absolute-return focused and remains sector- and market-cap agnostic in its investment approach.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
India Opportunities Portfolio	Multi Cap & Flexi Cap	-4.34%	13.19%	NA	NA	Jan 2023

*Returns are as on 30th September 2025. *Returns over a 1 year period are annualized *Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *NA(Not Applicable) *Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March, 2023 and Revised Annexure-1

Portfolio Managers

Mr Nikunj Doshi

Principal Officer & CIO

Nikunj Doshi is the Managing Partner and a Founding Member of Bay Capital, bringing over 34 years of experience in fund management and equity research with a deep understanding of the Indian economy and businesses. Before founding Bay Capital, he spent more than five years at Kotak Mahindra AMC, where he managed various funds with assets under management exceeding USD 500 million. Prior to his tenure at Kotak, he served as Head of Research at Refco-Sify Securities and Ventura Securities. Nikunj holds a degree in Electronics Engineering from MS University of Baroda and a Master of Management Studies (MMS) from the University of Mumbai. He is based in Mumbai, India.

Bay Capital Investment Advisors Pvt Ltd

PMS Investments

Portfolio Managers

Mr Nikunj Doshi

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