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Carnelian Asset Advisors LLP
Carnelian Asset Advisors LLP

Carnelian Asset Advisors LLP

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AUM 6,015.71 Cr
(As on Mar, 2025)
No. of schemes4
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About Carnelian Asset Advisors LLP

Carnelian Asset Advisors LLP manages assets worth Rs 6015.71 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

bt_logoPORTFOLIO MANAGERS

Sachin Jain
Sachin Jain
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +18.41 %
Profile

Chartered Accountant, having ~ 18 years of diverse experience in the financial services domain having worked at reputed institutions like ICICI Bank, Edelweiss Securities and H&R Johnson India. Sachin, Last worked at Edelweiss for over 11 years; last as the COO of the Capital Markets business overseeing Risk, Technology, HR, Strategy and Operations. A key member of the Management Committee, he founded one of the industry’s best Prime Brokerage Business at Edelweiss, which under his able leadership, achieved significant scale and profitability. He was also a part of the Senior Leadership Group at Edelweiss, besides serving as a director in several group entities.He believes in long term value investing and enjoys understanding different businesses.

Manoj Bahety
Manoj Bahety
  • Schemes managed 4
  • Total AUM Undisclosed
  • Highest return in 1 year +18.41 %
Profile

Chartered Accountant & CFA Charter holder (USA), having ~ 20 years of rich & diverse financial services experience with the marquee institutions – Edelweiss Securities, Morgan Stanley, RIL, HPCL. Manoj has spent 11 years at Edelweiss Securities as Dy. Head - Institutional equity research, Head - forensic, thematic & mid cap research. He is known in the industry for his non-consensus research. Pioneered differentiated forensic research , popularly known as “Analysis Beyond Consensus” (ABC research) . ABC research has helped investors across the globe to take informed investment decisions based on true numbers instead of reported numbers, thus “avoiding pitfalls”- One of Carnelian’s virtues . His conservative style along with deep understanding of businesses has enabled him to identify several multi-bagger ideas with suitable risk reward like PI Industries, VIP Industries, Supreme Industries, Balkrishna Industries, AIA Engineering, ICRA, SKF and Gulf oil Represented various committees of The CFA Institute, in luding Chairperson of India Advocacy Committee, member of US based global CDPC committee.

Kunal Shah
Kunal Shah
  • Schemes managed 4
  • Total AUM Undisclosed
  • Highest return in 1 year +18.41 %
Profile

Kunal Shah has overall 12 years of professional experience and is a part of Fund management team & Investment Committee with Carnelian. He has been Carnelian since inception, he is a Chartered Accountant with All India Rank. Kunal's experience in research spans across sectors like Banking, Insurance, Consumer, Auto’s, Capital Goods, Chemicals, Pharma etc. He is passionate about reading & understanding various businesses across market caps.

bt_logoFund Manager Interview Video

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds3:24

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
4 Out of 234
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
25 Out of 234
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
8 Out of 48
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
38 Out of 234
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Carnelian Asset Advisors LLP ?
The total AUM managed by Carnelian Asset Advisors LLP is ₹ 6,015.71 crores
What is the total number of schemes managed by Carnelian Asset Advisors LLP ?
The total number of schemes managed by Carnelian Asset Advisors LLP is 4
What is the best performing PMS scheme of Carnelian Asset Advisors LLP in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Carnelian - Shift Strategy.
What is the best performing PMS scheme of Carnelian Asset Advisors LLP in 3 years?
The best performing PMS scheme of Carnelian Asset Advisors LLP in 3 years is Carnelian - Carnelian YNG Strategy