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Carnelian - Carnelian YNG Strategy
Carnelian - Carnelian YNG Strategy

Carnelian - Carnelian YNG Strategy

  • Carnelian Asset Advisors LLP
  • Multi Cap AND Flexi Cap
  • 5
    Out of 172*
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Portfolio age4 years
0.64%
-0.24%
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 31/12/2025)
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 (0.8%)
Allocation by Market Cap
Small Cap (30.72%)
Mid Cap (9.77%)
Large Cap (58.71%)
Sector Holdings
  • BFSI - Credit22.06%
  • Oil & Gas11.45%
  • IT10.55%
  • Auto & Auto Ancillary9.49%
  • Power8.55%
Stock Holdings
  • Reliance Industries Ltd11.45%
  • Kotak Mahindra Bank Ltd9.62%
  • Bajaj Auto Ltd7.19%
  • Vedanta Ltd7.02%
  • Infosys Ltd7.02%

bt_logoPORTFOLIO MANAGERS

Kunal Shah
  • Manager Rank5 Out of 172
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr18.95%
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
43 Out of 263
Fixed Fee
2.50%
Scheme Return
0.64%
Benchmark Return
-0.24%
Carnelian - Capital Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
128 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.96%
Benchmark Return
-0.24%
Carnelian - Shift Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
32 Out of 54
Fixed Fee
2.50%
Scheme Return
-1.87%
Benchmark Return
-0.24%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 263
Fixed Fee
No Option
Scheme Return
-2.41%
Benchmark Return
-0.24%
*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 Dec, 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
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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 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

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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
43 Out of 263
Fixed Fee
2.50%
Scheme Return
0.64%
Benchmark Return
-0.24%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
-0.24%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
-0.28%
Globe Capital - Arbitrage
AUM (₹ Cr)
₹263.54 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
2.50%
Scheme Return
4.03%
Benchmark Return
-0.24%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 263
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
-0.28%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 263
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
-0.28%
*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 9578.58 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

9,578.58 (As on Dec, 2025)

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
43 Out of 263
Fixed Fee
2.50%
Scheme Return
0.64%
Benchmark Return
-0.24%
Carnelian - Capital Compounder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
128 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.96%
Benchmark Return
-0.24%
Carnelian - Shift Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
32 Out of 54
Fixed Fee
2.50%
Scheme Return
-1.87%
Benchmark Return
-0.24%
Carnelian - Bespoke Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
214 Out of 263
Fixed Fee
No Option
Scheme Return
-2.41%
Benchmark Return
-0.24%
*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.

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