The main objective of BAY India Opportunities PMS is to generate capital appreciation over longer duration by investing in select businesses in a concentrated manner.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Bay Capital Investment Advisors Pvt Ltd India Opportunities Portfolio | Multi Cap & Flexi Cap | Mr.Nikunj Doshi | 19 January 2023 | 3Y 4M | 75.42 | Nifty 50 TRI | 9.44% | 28 | 8 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 1.39% | -8.89% | 61.54% | -7.50% | 0.91 | 15.51% | -1.04 | -0.84% | -0.08 | 53.85 % |
| Nifty 500 | 0.45% | -9.2% | -8.75% | 0.87 | -3.72% | -0.39 | 53.85 % | |||
| Nifty Midcap 100 | -6.54% | -9.86% | -16.40% | 0.80 | -12.48% | -1.21 | 35.90 % | |||
| Nifty Smallcap 100 | 2.83% | -9.84% | -7.01% | 0.66 | -9.17% | -0.78 | 35.90 % | |||
| BSE 500 | 0.80% | -9.19% | -8.39% | 0.88 | -3.19% | -0.33 | 53.85 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30th April 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
