Carnelian Asset Management & Advisors Pvt Ltd • Equity
Carnelian Bespoke Portfolio is an equity portfolio management service (PMS) strategy run by Carnelian Asset Management & Advisors Pvt Ltd, launched on 7 Oct 2021. As of 30 Sep 2026, it manages ₹4,222 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +19.97% over 1 year and +22.45% over 3 years (+26.17% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 13.25 percentage points ahead of its benchmark. Its 3-year return ranks 23rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹20 Crore. The strategy is managed by Kunal Shah.
Ranked nearby on 3-year return: InCred Healthcare Portfolio (+22.55%), S.E.L.F (+22.49%), Dynamic Investment Approach (+22.42%), Voyager (+22.31%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.63% |
| 3 Months | +4.87% |
| 1 Year | +19.97% |
| 3 Years | +22.45% |
| Since Inception | +26.17% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callCarnelian Bespoke Portfolio has a 1-year return of +19.97%, a 3-year return of +22.45% and +26.17% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Carnelian Bespoke Portfolio returned +22.45% against +9.20% for the BSE 500 TRI, 13.25 percentage points ahead. Over 1 year it returned +19.97% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Carnelian Bespoke Portfolio's 3-year return of +22.45% ranks 23rd as of 30 Sep 2026.
Carnelian Bespoke Portfolio is managed by Kunal Shah at Carnelian & Advisors. The strategy manages ₹4,222 Cr of client assets as of 30 Sep 2026.
Carnelian Bespoke Portfolio manages ₹4,222 Cr of client assets as of 30 Sep 2026.
The minimum investment for Carnelian Bespoke Portfolio is ₹20 Crore.
Carnelian Bespoke Portfolio was launched on 7 Oct 2021. It has a 4-year track record.
Description
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