Strategy performance
CARNELIAN SHIFT STRATEGY
Carnelian Asset Management And Advisors Private Limited · AUM ₹6,333 Cr · as of Sep 2026
Our read
₹100 grew to ₹395.8 since inception (+27.9% CAGR), with a max drawdown of −21.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+17.9%
Since inception
+27.9%
Max drawdown
−21.1%
Volatility
+20.7%
Peer position
Loading peer ranks…
Performance
CARNELIAN SHIFT STRATEGY₹395.8Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.7% | +1.2% | −10.7% | +15.3% | +5.1% | +5.3% | +0.6% | +4.4% | −4.4% | +7.9% | |||
| 2025 | −6.8% | −13.7% | +8.9% | −2.4% | +9.3% | +4.9% | −1.1% | −2.9% | +1.0% | +2.2% | +1.1% | −1.9% | −3.5% |
| 2024 | +4.9% | −1.0% | −1.5% | +8.5% | −4.5% | +11.6% | +6.5% | +6.2% | +1.4% | −1.5% | +5.4% | −1.9% | +38.0% |
| 2023 | −0.5% | +0.7% | −2.5% | +9.2% | +11.4% | +7.4% | +7.3% | +4.9% | +1.1% | +0.3% | +10.2% | +3.2% | +65.6% |
| 2022 | −7.5% | −6.4% | +5.5% | +0.2% | −4.8% | −4.1% | +7.7% | +7.1% | −1.6% | +1.8% | +4.3% | −3.9% | −3.2% |
| 2021 | +8.0% | +4.8% | +9.1% | +13.8% | +10.6% | −1.6% | +6.2% | −3.9% | +2.2% | +7.8% | +71.9% |
Metrics
Tearsheet- 1M return
- −4.4%
- 3M return
- +0.4%
- 6M return
- +28.0%
- 1Y return
- +9.4%
- 2Y CAGR
- +2.9%
- 3Y CAGR
- +17.9%
- 5Y CAGR
- +19.5%
- Since-inception CAGR
- +27.9%
- Total return
- +295.8%
- Average month
- +2.2%
- Median month
- +1.8%
- Average up month
- +5.8%
- Best month
- +15.3%
- Best rolling 12M
- +74.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
CARNELIAN SHIFT STRATEGY performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has CARNELIAN SHIFT STRATEGY performed?
- CARNELIAN SHIFT STRATEGY (Carnelian Asset Management And Advisors Private Limited) shows CAGR 27.94% and max drawdown -21.06% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is CARNELIAN SHIFT STRATEGY CAGR / max drawdown?
- CAGR is 27.94%; max drawdown is -21.06%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do CARNELIAN SHIFT STRATEGY returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite CARNELIAN SHIFT STRATEGY?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more