APMI

Bay Capital Customized Concentrated Portfolio

Investment Approach Details

₹10.00

(AUM CR)

PMS Provider Name

Bay Capital Investment Advisors Pvt. Ltd.

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

16/10/2024

Age

1 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

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 highly concentrated manner. The portfolio will typically have less than 5-8 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.

Fund Manager Details


Mr Nikunj Doshi
Work Exp. NA
Email ID nikunj@baycapindia.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

NA

1 Year Turnover

NA