- Manager
- Carnelian Asset Management and Advisors
- Service
- Discretionary
- Asset class
- Equity
Carnelian Bespoke Portfolio
+19.97%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Carnelian Asset Management and Advisors’ Carnelian Bespoke Portfolio returned 19.97% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹4,222 crore across its clients.
Key numbers
- AUM
- ₹4,222 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.58×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −2.63% | −5.57% | +2.94% |
| 3 months | +4.87% | −3.59% | +8.46% |
| 6 months | +33.32% | +8.07% | +25.25% |
| 1 year | +19.97% | −2.33% | +22.30% |
| 2 years | +11.10% | −3.93% | +15.03% |
| 3 years | +22.45% | +9.20% | +13.25% |
| 4 years | +27.94% | +11.22% | +16.72% |
| Since inception | +26.17% | +8.82% | +17.35% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.23%₹4,063 Cr
- Unlisted equity2.18%₹92.20 Cr
- Cash and other1.47%₹62.10 Cr
- Debt0.12%₹4.88 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹83.76 Cr
- Outflow, Sep 2026
- ₹0.65 Cr
- Net, Sep 2026
- ₹83.11 Cr
- Net, FY to date
- ₹540 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Carnelian Bespoke Portfolio returned?
19.97% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.63%; 3 months: 4.87%; 6 months: 33.32%; 1 year: 19.97%; 2 years: 11.10%; 3 years: 22.45%; 4 years: 27.94%; Since inception: 26.17%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 22.30 percentage points ahead.
How much does Carnelian Bespoke Portfolio manage?
₹4,222 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Carnelian Bespoke Portfolio?
Carnelian Asset Management and Advisors, a SEBI-registered portfolio manager (INP000006387), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app