Market Snapshot
  • BSE Sensex: 81222.79 -0.28%
  • BSE 500: 35816.18 0.00%
  • BSE 200: 11226.7 -0.08%
  • BSE 100: 25907.95 -0.12%
  • BSE MidCap: 45346.66 0.47%
  • BSE SmallCap: 52627.03 0.41%
  • BSE BANKEX: 63145.46 -0.02%
  • BSE IT: 36644.76 -0.67%
  • Nifty 50: 24688.7 -0.25%
  • Nifty 500: 22812.95 0.05%
  • Nifty 200: 13792.75 -0.04%
  • Nifty 100: 25305.9 -0.15%
  • Nifty Midcap 100: 57707.5 0.50%
  • Nifty Small 100: 18097.9 1.20%
  • Nifty IT: 37007.85 -0.84%
  • Nifty PSU Bank: 7115.8 2.00%
News:
  • NMDC iron ore production jumps...
  • Information Technology stocks...
  • Divis Laboratories Ltd down fo...
  • SML Isuzu May?25 sales dip 1% ...
  • Nykaa drops after Q4 PAT slump...
  • Euro to INR:  97.01 0.44%
  • Pound to INR:  115.18 0.03%
  • Yen to INR:  0.59 0.53%
  • Dollar to INR:  85.50 0.09%
My Portfolio:
  • 0.00 0

Scheme Detail
Strategy Return v/s Benchmark -
(As on 30 Apr 2025)
Scheme Details

Long only, multi-cap strategy focusing on Manufacturing and Technology opportunities Designed to invest in companies likely to benefit from two major structural Shifts Mainly targeting mid cap and small cap companies with existing core competence/niche capability along with strong BS, governance and return ratios.


NAV

410.9

as on 30 Apr 2025

AUM (in Cr.)
3446.33

as on 30 Apr 2025

Category
Equity: Mid & Small Cap

Inception Date
06 Oct 2020


Benchmark Name

S&P BSE 500 Total Return Index

Min. Investment

₹5,000,000

Fund Manager Name


Exit Load

1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
Top 5 Allocation
CanvasJS.com
Composition

Information not available

Fund Manager

Manoj has over 26 years of a rich & diverse financial services experience having worked with marquee institutions including Edelweiss Securities, Morgan Stanley, RIL, HPCL. He last spent ~11 years at Edelweiss Securities as Dy. Head – Institutional equity research, Head – forensic, thematic & mid cap research. He is known for his differentiated, non-consensus research and pioneered forensic research, popularly known as “Analysis Beyond Consensus” (ABC research). ABC has helped investors across the globe make informed investment decisions based on true numbers versus reported numbers thus avoiding pitfalls (one of Carnelian’s virtues). Mid Cap research under his leadership has been credited with several multi-baggers including VIP Industries, Supreme Industries, Balkrishna Industries, PI Industries, AIA Engineering, ICRA, Fag Bearing, SKF, Gulf Oil. Manoj has represented several committees of the CFA Institute including Chairperson of India advocacy committee and is a member of the US based global CDPC committee. Manoj is a fitness freak and has been running marathons since the last 8 years.


Fund Manager AMC Name

Carnelian Asset Management & Advisors Private Limited

Fund Manager AUM

8903.6 Cr

Total funds being managed by the fund manager

7

Fund Manager started managing (From)

06 Oct 2020

Fund Manager started managing (To)

Till Date.
About AMC

Carnelian Asset Advisors, an investment management firm was founded by Vikas Khemani, Manoj Bahety, and Swati Khemani to pursue their passion towards investing in capital markets. Carnelian’s mission is to help clients create and protect their wealth in the best optimal manner through investing in equities. Carnelian aspires to create a global scale asset management platform known for its expertise, guided by its strong values.


AMC Address

1205/1206, One Lodha Place, Senapati Bapat MargLower Parel (West), Mumbai – 400013

AMC SEBI registration number

INP000006387

Carnelian Capital - Shift Strategy

Return for 1Year

Strategy
6.33%

Benchmark
5.7%

Return for 1Year

Strategy
6.33%

Benchmark
5.7%


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