Business Today
Subscribe
NRICareer & JobsUS NewsIn PicsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
BT Infra SummitLenovo FIFA World Cup 2026EY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Carnelian - Carnelian YNG Strategy
Carnelian - Carnelian YNG Strategy

Carnelian - Carnelian YNG Strategy

  • Carnelian Asset Advisors LLP
  • Multi Cap AND Flexi Cap
  • 16
    Out of 194*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age4 years, 6 months
4.24%
1.73%
Hurdle Rate**8.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*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 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (10.39%)
Allocation by Market Cap
Small Cap (29.36%)
Mid Cap (19.48%)
Large Cap (40.77%)
Sector Holdings
  • BFSI - Credit18.16%
  • Oil & Gas14.14%
  • Pharma & CDMO11.07%
  • Auto & Auto Ancillary9.97%
  • Chemicals9.15%
Stock Holdings
  • Reliance Industries Ltd9.59%
  • Kotak Mahindra Bank Ltd8.68%
  • Bajaj Auto Ltd7.59%
  • Bandhan Bank Ltd7.49%
  • Biocon Ltd7.3%

PORTFOLIO MANAGERS

Kunal Shah
  • Manager Rank16 Out of 194
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr16.13%
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 - Carnelian YNG Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
21 Out of 278
Fixed Fee
2.50%
Scheme Return
4.24%
Benchmark Return
1.73%
Carnelian - Capital Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
52 Out of 278
Fixed Fee
2.50%
Scheme Return
3.03%
Benchmark Return
1.73%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
66 Out of 278
Fixed Fee
No Option
Scheme Return
2.68%
Benchmark Return
1.73%
Carnelian - Shift Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
34 Out of 62
Fixed Fee
2.50%
Scheme Return
0.58%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 2026)
Inception Date
Jan 26, 2022
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
8.00%
Profit Sharing
15% profit Sharing above 8% hurdle or 20% Profit Sharing above 8% Hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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 companie

Investment Approach

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

Calculators

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

BT Tv

Market Strategy: Sunny Agrawal On What Investors Should Watch Next21:18Market Strategy: Sunny Agrawal On What Investors Should Watch Next
BTTV OTT Friday Watchlist: Cocktail 2, Reacher 4 & More New Releases To Watch!2:44BTTV OTT Friday Watchlist: Cocktail 2, Reacher 4 & More New Releases To Watch!
Google Pixel 11 Launched in India: Gemini AI, Tensor G6 and New Features Explained12:09Indian Consumers Don’t Just Look At Price; They Look At Value, Says Google's Mitul Shah
Yogi Adityanath Says Modi & Patel Could Have Prevented India’s Disintegration At Independence4:05Yogi Adityanath Says Modi & Patel Could Have Prevented India’s Disintegration At Independence
Bharatiya Vyapar Mahotsav: Godfrey Phillips’ Samir Modi On Opportunities For Young Entrepreneurs1:18Bharatiya Vyapar Mahotsav: Godfrey Phillips’ Samir Modi On Opportunities For Young Entrepreneurs
Can India Catch Up In AI Race With US & China? Nilesh Shah Decodes4:19Can India Catch Up In AI Race With U.S. & China? Nilesh Shah Decodes
Defence Minister Rajnath Singh Meets Defence Force Medallists, Hails India’s Rising ‘Nari Shakti’3:04Defence Minister Rajnath Singh Meets Defence Force Medallists, Hails India’s Rising ‘Nari Shakti’
AI At Scale: The New Infrastructure Mandate For India Inc.8:01AI At Scale: The New Infrastructure Mandate For India Inc.
Rakesh Jhunjhunwala's Unfiltered Advice: Market Rules, Realistic Returns & Riding Indian Bull Run2:42Rakesh Jhunjhunwala's Unfiltered Advice: Market Rules, Realistic Returns & Riding Indian Bull Run
India-Russia's Arctic Route: Is Northern Sea Route The New Suez Alternative?5:33India-Russia's Arctic Route: Is Northern Sea Route The New Suez Alternative?
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Carnelian - Carnelian YNG Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
21 Out of 278
Fixed Fee
2.50%
Scheme Return
4.24%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*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 11743.45 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

11,743.45 (As on Jun, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
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
21 Out of 278
Fixed Fee
2.50%
Scheme Return
4.24%
Benchmark Return
1.73%
Carnelian - Capital Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
52 Out of 278
Fixed Fee
2.50%
Scheme Return
3.03%
Benchmark Return
1.73%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
66 Out of 278
Fixed Fee
No Option
Scheme Return
2.68%
Benchmark Return
1.73%
Carnelian - Shift Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
34 Out of 62
Fixed Fee
2.50%
Scheme Return
0.58%
Benchmark Return
1.73%
*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 - Carnelian YNG Strategy?
The hurdle rate of Carnelian - Carnelian YNG Strategy is 8.00%.
What is the fixed fee charged in Carnelian - Carnelian YNG Strategy ?
The fixed fee charged in Carnelian - Carnelian YNG Strategy is 2.50%.
What is the variable fee charged in Carnelian - Carnelian YNG Strategy ?
The variable fee charged in Carnelian - Carnelian YNG Strategy is 1.50%.
What is the profit sharing in Carnelian - Carnelian YNG Strategy ?
The profit sharing in Carnelian - Carnelian YNG Strategy is 15% profit Sharing above 8% hurdle or 20% Profit Sharing above 8% Hurdle.
What is the minimum investment in Carnelian - Carnelian YNG Strategy ?
The minimum investment in Carnelian - Carnelian YNG Strategy is ₹50 Lacs
What type of scheme is Carnelian - Carnelian YNG Strategy?
Carnelian - Carnelian YNG Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Carnelian - Carnelian YNG Strategy?
The inception date of Carnelian - Carnelian YNG Strategy is Jan 26, 2022.
What is the exit load of Carnelian - Carnelian YNG Strategy?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

Top Stories