Carnelian PMS Strategies
Contra Strategy
RISK SPECTRUM
Carnelian Contra Portfolio Strategy is a long only, multi-cap with 60% large cap bias, sector agnostic portfolio to generate superior risk adjusted return by following a contrarian absolute return approach.
This strategy is designed to capture structural growth story with temporary dislocation, businesses facing unfavorable cycle, deep value stocks with good dividend and special situations like demerger, open offer, acquisitions, etc.
STRATEGY AT A GLANCE
PORTFOLIO PERFORMANCE
Performance as on: January 31st, 2025*
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
* Changed from ‘Carnelian YnG Strategy’ w.e.f. Feb 5, 2025 to reflect evolved investment objective to include contra plays such as businesses facing temporary headwinds, deep value plays, special situation etc.