Carnelian - Carnelian YNG Strategy

Carnelian Asset Advisors LLP
Multi Cap AND Flexi Cap

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Share

Portfolio age4 years, 8 months

-0.09%

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 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (5.54%)

Allocation by Market Cap

Small Cap (19.51%)

Mid Cap (22.23%)

Large Cap (52.72%)

Sector Holdings

Auto & Auto Ancillary15.9%
Oil & Gas13.49%
Consumption13.27%
Pharma & CDMO10.65%
BFSI - Credit10.24%

Stock Holdings

Reliance Industries Ltd8.91%
Kotak Mahindra Bank Ltd8.74%
Bajaj Auto Ltd7.54%
Kalyan Jewellers India Ltd7%
Biocon Ltd6.76%

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

FUND SUMMARY

AUM (₹ Cr)

138.82

(As on Aug, 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

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

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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 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