Strategy Return v/s Benchmark -
(As on 31 Mar 2026)
Strategy Return v/s Benchmark -
(As on 31 Mar 2026)
Duration
Strategy
Benchmark: S&P BSE 500 Total Return Index
1 Month
-10.69%
-11.37%
3 Months
-15.7%
-13.94%
6 Months
-14.55%
-9.62%
1 Years
-7.18%
-3.12%
2 Years
4.74%
1.32%
3 Years
23.92%
12.88%
5 Years
23.22%
11.75%
Since Inception (06 Oct 2020)
28.2%
16.11%
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
390.90331
as on 31 Mar 2026
AUM (in Cr.)
4274.53
as on 31 Mar 2026
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
- Scrips Percentage
- Biocon Ltd 8.04%
- Laurus Labs Ltd 6.35%
- Kalpataru Projects International Ltd 5.37%
- Timken India Ltd 5.19%
- Larsen & Toubro Ltd 4.28%
Composition
Information not available
- Fund Composition Percentage
- Alternate 0%
- Cash 2.3%
- Debt 0%
- Derivative 0%
- Equity 97.7%
- Hybrid 0%
- Others 0%
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-AIF
Fund Manager AUM
11560.48 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
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Carnelian Capital - Shift Strategy
Return for 1Year
Strategy
-7.18%
Benchmark
-3.12%
Return for 1Year
Strategy
-7.18%
Benchmark
-3.12%
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