Carnelian & Advisors PMS strategies
Carnelian & Advisors runs 5 portfolio management strategies listed with APMI, managing ₹13,338 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Carnelian Shift Strategy | Equity | Kunal Shah | ₹6,261 Cr | +17.89% | +8.69 pts | — | ₹50 Lakhs | Sep 2026 |
| Carnelian Bespoke Portfolio | Equity | Kunal Shah | ₹4,222 Cr | +22.45% | +13.25 pts | — | ₹20 Crore | Sep 2026 |
| Carnelian Capital Compounder Strategy | Equity | Kunal Shah | ₹2,615 Cr | +20.30% | +11.10 pts | — | ₹50 Lakhs | Sep 2026 |
| Carnelian Contra Portfolio Strategy | Equity | Kunal Shah | ₹133 Cr | +19.11% | +9.91 pts | — | ₹50 Lakhs | Sep 2026 |
| Carnelian Liquid Strategy | Debt | — | ₹107 Cr | +5.48% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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