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Carnelian - Bespoke Strategy
Carnelian - Bespoke Strategy

Carnelian - Bespoke Strategy

  • Carnelian Asset Advisors LLP
  • Multi Cap AND Flexi Cap
  • 8
    Out of 168*
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Portfolio age4 years, 2 months
6.59%
4.27%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Kunal Shah
  • Manager Rank8 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr14.8%
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.

Other Schemes
  • table
  • Grid
Compare
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
13 Out of 251
Fixed Fee
No Option
Scheme Return
6.59%
Benchmark Return
4.27%
Carnelian - Capital Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
23 Out of 251
Fixed Fee
2.50%
Scheme Return
6.15%
Benchmark Return
4.27%
Carnelian - Carnelian YNG Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
57 Out of 251
Fixed Fee
2.50%
Scheme Return
4.86%
Benchmark Return
4.27%
Carnelian - Shift Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
41 Out of 53
Fixed Fee
2.50%
Scheme Return
2.21%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
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

bt_logoFEE 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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bt_logoINVESTMENT 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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
13 Out of 251
Fixed Fee
No Option
Scheme Return
6.59%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Carnelian Asset Advisors LLP
Carnelian Asset Advisors LLP manages assets worth Rs 9064.73 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

9,064.73 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
13 Out of 251
Fixed Fee
No Option
Scheme Return
6.59%
Benchmark Return
4.27%
Carnelian - Capital Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
23 Out of 251
Fixed Fee
2.50%
Scheme Return
6.15%
Benchmark Return
4.27%
Carnelian - Carnelian YNG Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
57 Out of 251
Fixed Fee
2.50%
Scheme Return
4.86%
Benchmark Return
4.27%
Carnelian - Shift Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
41 Out of 53
Fixed Fee
2.50%
Scheme Return
2.21%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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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