Carnelian PMS Strategies
RISK SPECTRUM
Capital Compounder Strategy
Carnelian Capital Compounder Strategy is a long only, multi-cap, sector agnostic strategy, which seeks to generate sustainable alpha and compound capital over a long period of time by investing in good growth businesses, managed by great managements at fair valuations within our risk-reward framework.
The objective of this strategy is to capture the growth in the Indian economy and deliver superior returns across market cycles through our proprietary MCO framework, a unique & unconventional blend of Magic (accelerated growth), Compounder (stable growth) & Opportunistic companies. Our unique forensic framework CLEAR deep dives into all the aspects of risks thereby helping us avoid accidents of investing in companies with dubious intent and misplaced objects.
STRATEGY AT A GLANCE
PORTFOLIO PERFORMANCE
Performance as on: February 29th, 2024
Performance is calculated basis time weighted rate of return method net of all fees and expenses; Individual client performance may differ. Past performance is not indicative of future results. Performance related information provided herein is not verified by SEBI. All returns and % changes are in INR terms unless otherwise stated. Returns for 1 year and less than 1 year are absolute returns, while more than 1 year are CAGR