APMI

CARNELIAN YnG STRATEGY

Investment Approach Details

₹67.46

(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

27/01/2022

Age

2.3 Years

Min. Inv. Amount

10000000

Fixed Fees Structure

AMC Charge: 1.75%

Variable Fees Structure

AMC: 1% or 0% Hurdle: 8% or 0% Profit Share: 15% or 20%

Exit Load

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

Purpose

Carnelian YnG Strategy is a long only, multi-cap, sector agnostic portfolio which provides
reasonable dividend yield, moderate earning growth, and margin of safety on valuation. Our endeavor is to identify stocks with potential re-rating catalysts which coupled with existing dividend yield will provide a good hedge against inflationary pressure & likely increase in interest rates.
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


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

0.35