Carnelian Asset Management & Advisors Pvt Ltd

Equity, Debt · 5 investment approaches

Total AUM

₹13.4K Cr

Years Active

7.4

AUM Change (3M)

+14.9%

AUM Change (1Y)

+58.5%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
CARNELIAN BESPOKE PORTFOLIO	Equity	₹4.2K Cr	-2.63%	+19.97%	+22.45%	+26.17%	1.14
CARNELIAN CAPITAL COMPOUNDER STRATEGY	Equity	₹2.6K Cr	-4.82%	+14.82%	+20.30%	+19.04%	1.07
CARNELIAN SHIFT STRATEGY	Equity	₹6.3K Cr	-4.40%	+9.35%	+17.89%	+30.86%	1.03
CARNELIAN CONTRA PORTFOLIO STRATEGY	Equity	₹133 Cr	-4.71%	+6.63%	+19.11%	+23.22%	0.97
CARNELIAN LIQUID STRATEGY	Debt	₹205 Cr	+0.31%	+4.35%	+5.15%	+4.68%	-

CARNELIAN BESPOKE PORTFOLIO

CARNELIAN CAPITAL COMPOUNDER STRATEGY

CARNELIAN SHIFT STRATEGY

CARNELIAN CONTRA PORTFOLIO STRATEGY

CARNELIAN LIQUID STRATEGY