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Carnelian - Bespoke Strategy
Carnelian - Bespoke Strategy

Carnelian - Bespoke Strategy

  • Carnelian Asset Advisors LLP
  • Multi Cap AND Flexi Cap
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PMS Bazaar
Portfolio age5 years
4.88%
-0.09%
Hurdle Rate**8.00%
Fixed feeNo Option
Min. Investment₹20 Crs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Kunal Shah
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

Kunal Shah has overall 12 years of professional experience and is a part of Fund management team & Investment Committee with Carnelian. He has been Carnelian since inception, he is a Chartered Accountant with All India Rank. Kunal's experience in research spans across sectors like Banking, Insurance, Consumer, Auto’s, Capital Goods, Chemicals, Pharma etc. He is passionate about reading & understanding various businesses across market caps.

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
4252.93
(As on Aug, 2026)
Inception Date
Oct 07, 2021
Min. Investment
₹20 Crs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.50%
Hurdle Rate
8.00%
Profit Sharing
15% profit Sharing above 8% hurdle or 20% Profit Sharing above 8% Hurdle
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INVESTMENT PHILOSOPHY

Objective

A long only, multi-cap, well diversified portfolio designed to capture Yield n Growth across industrials, financials & services Blend of public & private sector companies

Investment Approach

Customized long only portfolio for HNI’s/Institutions tailored to suit client specific risk reward profile

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Carnelian Asset Advisors LLP
Carnelian Asset Advisors LLP manages assets worth Rs 13469.61 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

13,469.61 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Carnelian - Bespoke Strategy?
The hurdle rate of Carnelian - Bespoke Strategy is 8.00%.
What is the fixed fee charged in Carnelian - Bespoke Strategy ?
The fixed fee charged in Carnelian - Bespoke Strategy is No Option.
What is the variable fee charged in Carnelian - Bespoke Strategy ?
The variable fee charged in Carnelian - Bespoke Strategy is 1.50%.
What is the profit sharing in Carnelian - Bespoke Strategy ?
The profit sharing in Carnelian - Bespoke Strategy is 15% profit Sharing above 8% hurdle or 20% Profit Sharing above 8% Hurdle.
What is the minimum investment in Carnelian - Bespoke Strategy ?
The minimum investment in Carnelian - Bespoke Strategy is ₹20 Crs
What type of scheme is Carnelian - Bespoke Strategy?
Carnelian - Bespoke Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Carnelian - Bespoke Strategy?
The inception date of Carnelian - Bespoke Strategy is Oct 07, 2021.
What is the exit load of Carnelian - Bespoke Strategy?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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