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Carnelian PMS Strategies

YnG Strategy

 

RISK SPECTRUM

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Carnelian “Yield n Growth” strategy is a long only, well diversified curated portfolio offering yield and growth across industrials, financial and services with a blend of private and public sector companies.

 

Carnelian YnG strategy is designed to invest in companies offering a combination of earnings growth (favourable business cycle) and dividend/FCF yield providing margin of safety on valuations and hedge against inflation.

 

This strategy is expected to do well in moderate inflationary environment and rising interest rate. Suitable for investors looking for “regular income through yield and moderate capital appreciation”.

STRATEGY AT A GLANCE

PORTFOLIO PERFORMANCE - STRATEGY SHEET

Performance as on: August 31, 2022

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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

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