Carnelian Shift Strategy

Mid & Small Cap · Portfolio Management Services

Carnelian Shift Strategy is a PMS (Portfolio Management Services) strategy, in the mid & small cap category. It is managed by Mr. Kunal Shah. It has returned +9.35% over 1 year, +17.89% over 3 years, +19.26% over 5 years, as reported by the fund manager. It manages about ₹6,261.03 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-4.40%Benchmark -5.57%
3 months
+0.36%Benchmark -3.59%
6 months
+27.97%Benchmark +8.07%
1 year
+9.35%Benchmark -2.33%
2 years
+2.94%Benchmark -3.93%
3 years
+17.89%Benchmark +9.20%
5 years
+19.26%Benchmark +8.91%
Since inception
+30.86%Benchmark +16.18%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Kunal Shah
Category: Mid & Small Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹6,261.03 Cr
Inception: 06-10-2020
Minimum investment: ₹50 lakh
Number of Stocks: 41
Pharma & API: 22.84
IT: 11.50
Auto & Auto ancillary: 14.61
Chemicals: 3.54
Engineering & Capital Goods: 20.62

Common questions

What are the returns of Carnelian Shift Strategy?

Carnelian Shift Strategy has returned -4.40% (1 month), +0.36% (3 months), +27.97% (6 months), +9.35% (1 year), +2.94% (2 years), +17.89% (3 years), +19.26% (5 years), +30.86% (Since inception). Periods over one year are annualised.

What is the minimum investment for Carnelian Shift Strategy?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Carnelian Shift Strategy?

The fund manager is Mr. Kunal Shah.

Textile & Garment

6.37

Textile & Garment

6.37

Plastic Manufacturing

4.56

Plastic Manufacturing

4.56

Consumer Durables

4.16

Consumer Durables

4.16

Power

2.80

Power

2.80

Infrastructure

2.77

Infrastructure

2.77

Building Material

4.03

Building Material

4.03