Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
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
  • 7
    Out of 168*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age3 years, 10 months
4.86%
4.27%
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

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)
CASH AND EQUIVALENT (3.8%)
Allocation by Market Cap
Small Cap (28.71%)
Mid Cap (13.65%)
Large Cap (53.84%)
Sector Holdings
  • BFSI - Credit23.24%
  • Oil & Gas14.95%
  • Power9.42%
  • Chemicals8.85%
  • Auto & Auto Ancillary6.86%
Stock Holdings
  • Reliance Industries Ltd10.82%
  • Kotak Mahindra Bank Ltd9.18%
  • CESC Ltd7.14%
  • Bajaj Auto Ltd6.86%
  • Punjab National Bank6.74%

bt_logoPORTFOLIO MANAGERS

Kunal Shah
  • Manager Rank7 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
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

bt_logoFEE 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

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 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

bt_logoCalculators

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

BT Tv

Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
Why InCred’s Healthcare Fund Is On Fire, Aditya Khemka Decodes29:01Why InCred’s Healthcare Fund Is On Fire, Aditya Khemka Decodes
Big RBI Move! ₹1.5 Lakh Crore Liquidity Surplus & Cheaper Loans | 78 bps Rate Drop2:39Big RBI Move! ₹1.5 Lakh Crore Liquidity Surplus & Cheaper Loans | 78 bps Rate Drop
Historic! India Records 0.3% Inflation & 8.2% GDP Growth - A Rare Goldilocks Moment1:58Historic! India Records 0.3% Inflation & 8.2% GDP Growth - A Rare Goldilocks Moment
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Carnelian - Carnelian YNG Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
57 Out of 251
Fixed Fee
2.50%
Scheme Return
4.86%
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 - 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.

bt_logoTop Stories