APMI

CARNELIAN CAPITAL COMPOUNDER STRATEGY

Investment Approach Details

₹502.49

(AUM CR)

PMS Provider Name

Carnelian Asset Advisors Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund,Others

Date Of Inception

15/05/2019

Age

5.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: 2.25%

Variable Fees Structure

AMC: 1.5% or 0% Hurdle: 8% or 0% Profit Sharing: 15% or 20%

Exit Load

Nil

Purpose

Carnelian Capital Compounder Strategy is a long only, multi-cap, sector agnostic Investment Approach, with an objective to generate sustainable alpha and compound capital over a long period of time through the MCO framework. The Investment approach offers a unique & unconventional blend of Magic (accelerated growth), Compounder (stable growth) &
Opportunistic companies.
Though reasonable endeavor will be made to achieve the objectives of Investment approach, there is no guarantee or assurance that the investment objective will be achieved. No guaranteed returns are being offered under these services.

Fund Manager Details


Manoj Bahety
Work Exp. 25.00 years
Email ID manoj@carneliancapital.co.in
Mobile No 9930146463
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.06

1 Year Turnover

0.80