Carnelian Contra Portfolio strategy is a long-only, multi-cap strategy with a ~60% large-cap bias, designed to deliver superior risk-adjusted returns through a contrarian absolute return approach. The portfolio is sector-agnostic and focuses on tapping into opportunities like
Minimum investment: INR 50 lakhs
Performance as on 30th September, 2025
| Particulars | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|---|---|---|
| Carnelian Contra Portfolio Strategy | 2.9% | -4.8% | 4.7% | -15.2% | 25.9% | 32.2% | – | 28.1% |
| BSE 500 TRI | 1.2% | -3.2% | 7.2% | -5.5% | 15.5% | 16.1% | – | 13.4% |
| Alpha over BSE 500 TRI | 1.6% | -1.5% | -2.5% | -9.6% | 10.4% | 16.1% | – | 14.7% |
Inception Date – 27th January 2022, Returns below 1 year are absolute and above 1 year is 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.
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.
