PMS

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 +15.57% over 1 year, +20.09% over 3 years, +21.80% over 5 years, as reported by the fund manager. It manages about ₹6,333.01 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+4.38%Benchmark -0.09%
3 months
+10.51%Benchmark +3.86%
6 months
+19.54%Benchmark +1.43%
1 year
+15.57%Benchmark +4.72%
2 years
+6.01%Benchmark -0.11%
3 years
+20.09%Benchmark +12.09%
5 years
+21.80%Benchmark +10.91%
Since inception
+32.36%Benchmark +17.56%

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: ₹6,333.01 Cr
Inception: 06-10-2020
Minimum investment: ₹50 lakh
Number of Stocks: 41
Holding: %
Pharma & API: 22.84
IT: 11.50
Auto & Auto ancillary: 14.61
Chemicals: 3.54

Common questions

What are the returns of Carnelian Shift Strategy?

Carnelian Shift Strategy has returned +4.38% (1 month), +10.51% (3 months), +19.54% (6 months), +15.57% (1 year), +6.01% (2 years), +20.09% (3 years), +21.80% (5 years), +32.36% (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.