- Manager
- Carnelian Asset Management and Advisors
- Service
- Discretionary
- Asset class
- Equity
Carnelian Contra Portfolio Strategy
+6.63%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Carnelian Asset Management and Advisors’ Carnelian Contra Portfolio Strategy returned 6.63% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹133 crore across its clients.
Key numbers
- AUM
- ₹133 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.59×
- 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 | −4.71% | −5.57% | +0.86% |
| 3 months | +1.31% | −3.59% | +4.90% |
| 6 months | +13.26% | +8.07% | +5.19% |
| 1 year | +6.63% | −2.33% | +8.96% |
| 2 years | −4.88% | −3.93% | −0.95% |
| 3 years | +19.11% | +9.20% | +9.91% |
| 4 years | +25.33% | +11.22% | +14.11% |
| Since inception | +23.22% | +9.86% | +13.36% |
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 equity95.20%₹127 Cr
- Cash and other4.79%₹6.38 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.93 Cr
- Outflow, Sep 2026
- ₹0.06 Cr
- Net, Sep 2026
- ₹0.86 Cr
- Net, FY to date
- ₹3.72 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.59×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Carnelian Contra Portfolio Strategy returned?
6.63% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.71%; 3 months: 1.31%; 6 months: 13.26%; 1 year: 6.63%; 2 years: −4.88%; 3 years: 19.11%; 4 years: 25.33%; Since inception: 23.22%.
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 8.96 percentage points ahead.
How much does Carnelian Contra Portfolio Strategy manage?
₹133 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 Contra Portfolio Strategy?
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.
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