Strategy performance
Bay Capital India First Portfolio
Bay Capital Investment Advisors Private Limited · AUM ₹5.76 Cr · as of Sep 2026
Our read
₹100 grew to ₹168.5 since inception (+15.3% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −15.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+11.2%
+6.8% vs benchmark
Since inception
+15.3%
Max drawdown
−15.1%
Volatility
+14.2%
Peer position
Loading peer ranks…
Performance
Bay Capital India First Portfolio₹168.5Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.2% | −4.4% | −5.8% | +6.2% | +1.6% | +5.0% | +1.8% | +2.5% | −9.6% | −7.7% | |||
| 2025 | −5.3% | −7.3% | +5.3% | +4.8% | +3.5% | +4.0% | −0.8% | +1.7% | −1.1% | +5.2% | −0.4% | −1.3% | +7.7% |
| 2024 | +4.7% | +0.0% | −2.6% | +4.9% | −0.2% | +7.3% | +5.6% | +3.8% | +3.6% | −5.1% | +1.2% | +2.4% | +27.9% |
| 2023 | 0.0% | −0.5% | +4.0% | +5.0% | +6.6% | +4.5% | +0.8% | +0.5% | −1.6% | +7.6% | +2.0% | +32.6% |
Metrics
Tearsheet- 1M return
- −9.6%
- 3M return
- −5.7%
- 6M return
- +6.8%
- 1Y return
- −4.6%
- 2Y CAGR
- −1.1%
- 3Y CAGR
- +11.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +15.3%
- Total return
- +68.5%
- Average month
- +1.3%
- Median month
- +1.8%
- Average up month
- +3.8%
- Best month
- +7.6%
- Best rolling 12M
- +40.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Bay Capital India First Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Bay Capital India First Portfolio performed?
- Bay Capital India First Portfolio (Bay Capital Investment Advisors Private Limited) shows CAGR 15.29% and max drawdown -15.07% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Bay Capital India First Portfolio CAGR / max drawdown?
- CAGR is 15.29%; max drawdown is -15.07%. We only publish CAGR when there are enough months (≥12 on this track of 44 months). Learn more
- Where do Bay Capital India First Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Bay Capital India First Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more