A long only, multi-cap portfolio designed to capture Yield and Growth across industrials, financials, and services.
+25.33%
3Y annualised returns
+13.45%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
07 Oct '21
Total AUM
₹3,018.40Cr
Min. investment
₹25,00,00,000
Benchmark
S&P BSE 500 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹25,00,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
MB
Manoj Bahety
Fund Manager
View details
About
Manoj has over 26 years of a rich & diverse financial services experience having worked with marquee institutions including Edelweiss Securities, Morgan Stanley, RIL, HPCL. He last spent ~11 years at Edelweiss Securities as Dy. Head – Institutional equity research, Head – forensic, thematic & mid cap research. He is known for his differentiated, non-consensus research and pioneered forensic research, popularly known as “Analysis Beyond Consensus” (ABC research). ABC has helped investors across the globe make informed investment decisions based on true numbers versus reported numbers thus avoiding pitfalls (one of Carnelian’s virtues). Mid Cap research under his leadership has been credited with several multi-baggers including VIP Industries, Supreme Industries, Balkrishna Industries, PI Industries, AIA Engineering, ICRA, Fag Bearing, SKF, Gulf Oil. Manoj has represented several committees of the CFA Institute including Chairperson of India advocacy committee and is a member of the US based global CDPC committee. Manoj is a fitness freak and has been running marathons since the last 8 years.
Experience
Over 26 years of experience in the financial services industry.
Investment philosophy
Specializes in forensic, thematic, mid-cap, and non-consensus equity research.
Previously worked at
Edelweiss Securities
Morgan Stanley
RIL
HPCL
Awards
Pioneered 'Analysis Beyond Consensus' forensic research and led mid-cap research credited with identifying several multi-bagger stocks. He has also represented several committees of the CFA Institute.