Carnelian PMS Strategies
Compounder Strategy (CCCS)
Long only, multi-cap, sector agnostic strategy focusing on capturing India growth
Shift Strategy (CSS)
Long only, multi cap, thematic strategy designed to capture two major structural shifts Manufacturing and Technology
YnG Strategy (CYnGS)
A well diversified curated portfolio offering yield and growth with a blend of public and private sector companies
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
Growth oriented bottoms up
Medium to Long Term
Performance as on: December 31, 2022
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