APMI

CARNELIAN BESPOKE PORTFOLIO

Investment Approach Details

₹1008.37

(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

07/10/2021

Age

3.6 Years

Min. Inv. Amount

100000000

Fixed Fees Structure

AMC Charge: 2.25%

Variable Fees Structure

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

Exit Load

1st Year: 3% 2nd Year: 2% 3rd Year: 1%

Purpose

Carnelian Bespoke Portfolio is a long only, multi-cap, sector agnostic portfolio developed based on a customized need and goals of the clients, with an overarching objective to generate superior risk adjusted returns over a long period of time using our detailed fundamental research.
Though reasonable endeavor will be made to understand clientsÃ¢?? objectives and achieve the objectives of the portfolio, 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


VIKAS VIJAYKUMAR KHEMANI
Work Exp. 25.00 years
Email ID vikas@carneliancapital.co.in
Mobile No 9821516515
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.06

1 Year Turnover

1.19