PMS

AMC : Carnelian Asset Advisors

Strategy : Capital Compounder

Category : Multi Cap

Incep Date : 01-05-2019

Investment Objective :

The objective of the Strategy is invest in Long only, multi-cap, sector agnostic strategy focusing on capturing India growth

Investment Description :

The investment objective of the Carnelian Capital Compounder Fund is to generate long-term sustainable alpha across market cycles through: 1. Focus on fundamental driven growth investing . 2. Bottom up stock picking using our unique “PIU Framework”. 3. Long term, multi-cap, sector agnostic investing.Investment Universe – Indian listed equities. They constantly scan their universe to find ideas which meets their MCO framework (explained later), Internal rating scorecard - PIU & Risk framework.

Investment Strategy :

1. Long only, multi-cap and sector agnostic strategy. 2. Aim to generate sustainable alpha & compound capital through our unique MCO framework - unique & unconventional blend of companies - Magic (accelerated growth), Compounder (stable growth) & Opportunistic.3. Focused on fundamental driven growth investing; bottom up stock picking.4. Unique forensic framework “CLEAR” help avoid accidents.5. Portfolio of carefully selected 20-25 stocks.

Scheme Document

Coming soon