Strategy performance
Carnelian Capital Compounder Strategy
Carnelian Asset Management And Advisors Private Limited · AUM ₹2,532 Cr · as of Sep 2026
Our read
₹100 grew to ₹220.9 since inception (+18.5% CAGR), with a max drawdown of −19.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+20.3%
Since inception
+18.5%
Max drawdown
−19.8%
Volatility
+18.0%
Peer position
Loading peer ranks…
Performance
Carnelian Capital Compounder Strategy₹220.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.0% | +1.7% | −12.2% | +12.7% | +4.3% | +4.0% | +3.0% | +4.6% | −4.8% | +6.4% | |||
| 2025 | −6.4% | −10.8% | +10.8% | +3.7% | +7.5% | +6.9% | −0.6% | −0.8% | +1.4% | +6.2% | +2.6% | −1.0% | +18.9% |
| 2024 | +5.2% | +4.8% | −2.6% | +8.7% | −1.0% | +7.1% | +2.1% | +2.5% | +0.8% | −2.0% | +2.0% | −3.8% | +25.4% |
| 2023 | −2.2% | −3.2% | −1.1% | +7.0% | +1.9% | −3.6% | +7.1% | +6.3% | +12.0% | ||||
| 2022 | −7.1% | −0.7% | −4.2% | −5.8% | +8.9% | −0.5% | +3.2% | −2.3% | −9.0% | ||||
| 2021 | +2.6% | +3.2% | +8.5% | +4.8% | +3.3% | +4.4% | +5.2% | +36.7% |
Metrics
Tearsheet- 1M return
- −4.8%
- 3M return
- +2.5%
- 6M return
- +25.4%
- 1Y return
- +14.8%
- 2Y CAGR
- +10.3%
- 3Y CAGR
- +20.3%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +18.5%
- Total return
- +120.9%
- Average month
- +1.6%
- Median month
- +2.3%
- Average up month
- +5.0%
- Best month
- +12.7%
- Best rolling 12M
- +51.1%
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 Capital Compounder Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Carnelian Capital Compounder Strategy performed?
- Carnelian Capital Compounder Strategy (Carnelian Asset Management And Advisors Private Limited) shows CAGR 18.51% and max drawdown -19.83% 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 Capital Compounder Strategy CAGR / max drawdown?
- CAGR is 18.51%; max drawdown is -19.83%. We only publish CAGR when there are enough months (≥12 on this track of 56 months). Learn more
- Where do Carnelian Capital Compounder 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 Capital Compounder 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