Carnelian Bespoke Portfolio is a long-only, customised portfolio across large, mid & small tailored to suit investor risk reward profile, financial goals, and investment preferences. This tailored approach ensures focused wealth creation while managing risk effectively.
Minimum investment: INR 25crs. (50% upfront)
Performance as on 30th September, 2025
| Particulars | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|---|---|---|
| Carnelian Bespoke Strategy | 0.7% | -2.1% | 17.5% | 2.9% | 23.7% | 30.7% | – | 27.8% |
| BSE 500 TRI | 1.2% | -3.2% | 7.2% | -5.5% | 15.5% | 16.1% | – | 11.8% |
| Alpha over BSE 500 TRI | -0.5% | 1.1% | 10.3% | 8.4% | 8.2% | 14.6% | – | 16.0% |
Inception Date – 07th October, 2021, Returns below 1 year are absolute and above 1 year is CAGR
Disclaimer: Performance is calculated using the time-weighted rate of return method, net of all fees and expenses. Please note that individual client performance may vary. Past performance is not indicative of future results. The performance-related information provided herein has not been verified by SEBI. Unless otherwise stated, all returns and percentage changes are expressed in INR terms. Returns for periods of one year or less are presented as absolute returns, while returns for periods greater than one year are presented as CAGR.
