Strategy Return v/s Benchmark -
(As on 31 May 2025)
Scheme Details
A long only, multi-cap, well diversified portfolio designed to capture Yield n Growth across industrials, financials & services. Blend of public & private sector companie.
NAV
248.06
as on 31 May 2025
AUM (in Cr.)
as on 31 May 2025
Category
Equity: Multi Cap
Inception Date
27 Jan 2022
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
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-AIF
Fund Manager AUM
8903.6 Cr
Total funds being managed by the fund manager
7
Fund Manager started managing (From)
27 Jan 2022
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 - Contra Portfolio Strategy
Return for 1Year
Strategy
2.66%
Benchmark
8.54%
Return for 1Year
Strategy
2.66%
Benchmark
8.54%
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