APMI

CARNELIAN SHIFT STRATEGY

Investment Approach Details

₹1494.97

(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

06/10/2020

Age

4.6 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

The investment objective of this Investment approach is to seek long term capital appreciation through investment primarily into manufacturing, Technology and ancillary sectors which are likely to benefit on account of global shift/diversification of trade into India from other parts of the world, mainly China and acceleration in IT spending and digitization due to Covid 19
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

0.09

1 Year Turnover

1.31