Carnelian Asset Management & Advisors Pvt Ltd • Equity
Carnelian Capital Compounder Strategy is an equity portfolio management service (PMS) strategy run by Carnelian Asset Management & Advisors Pvt Ltd, launched on 15 May 2019. As of 30 Sep 2026, it manages ₹2,615 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +14.82% over 1 year, +20.30% over 3 years and +15.21% over 5 years (+19.04% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 11.10 percentage points ahead of its benchmark. Its 3-year return ranks 35th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Kunal Shah.
Ranked nearby on 3-year return: AAA Budding Beasts PMS (+20.40%), Prithvi Balance portfolio (+20.39%), MAPL Value Investing Fund (+20.06%), Motilal Oswal Mid to Mega Strategy (+19.95%).
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 | -4.82% |
| 3 Months | +2.54% |
| 1 Year | +14.82% |
| 3 Years | +20.30% |
| 5 Years | +15.21% |
| Since Inception | +19.04% |
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 Capital Compounder Strategy has a 1-year return of +14.82%, a 3-year return of +20.30%, a 5-year return of +15.21% and +19.04% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Carnelian Capital Compounder Strategy returned +15.21% against +8.91% for the BSE 500 TRI, 6.30 percentage points ahead. Over 3 years it returned +20.30% against +9.20%; Over 1 year it returned +14.82% 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 Capital Compounder Strategy's 3-year return of +20.30% ranks 35th as of 30 Sep 2026.
Carnelian Capital Compounder Strategy is managed by Kunal Shah at Carnelian & Advisors. The strategy manages ₹2,615 Cr of client assets as of 30 Sep 2026.
Carnelian Capital Compounder Strategy manages ₹2,615 Cr of client assets as of 30 Sep 2026.
The minimum investment for Carnelian Capital Compounder Strategy is ₹50 Lakhs.
Carnelian Capital Compounder Strategy was launched on 15 May 2019. It has a 7-year track record.
Description
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