Dhaval Mehta

Dhaval Mehta

Managing Funds
3
AUMs (₹ Cr)
3896.33

Overview

With ~27 years of financial services experience, Manoj Bahety currently serves as the fund manager of Carnelian Asset Management & Advisors. He is a distinguished financial professional known for his innovative approach to forensic research and portfolio management. Before co-founding Carnelian along with Vikas in 2019, Manoj held key roles at Edelweiss Securities, including Deputy Head of Institutional Equity Research, Head of Forensic Research, and Head of Thematic & Mid Cap Research. He is renowned for his non-consensus research approach and pioneering differentiated forensic research, famously known as "Analysis Beyond Consensus" (ABC Research). ABC Research has been instrumental in aiding global investors to make informed investment decisions based on accurate data rather than reported figures, thereby helping them "avoid pitfalls"—a core virtue of Carnelian. In addition to his professional accomplishments, Manoj has actively contributed to the CFA Institute, serving on several committees, including as Chairperson of the India Advocacy Committee and as a member of the Global Capital Markets Policy Council (CDPC) based in the USA.

Funds

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Motilal Oswal - Mid to Mega strategy

Equity: Mid & Small Cap

AUMs (₹ Cr)
1835.86
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

1.24%

7.19%

-5.50%

16.12%

20.66%

December 2019
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Motilal Oswal Founders Fund Series I

CAT III - LONG ONLY - MULTI CAP & FLEXI CAP

AUMs (₹ Cr)
1882
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

4.57%

4.61%

5.73%

11.38%

16.20%

February 2023
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Aditya Birla - India Equity Opportunities Fund

CAT III - LONG ONLY - MULTI CAP & FLEXI CAP

AUMs (₹ Cr)
178.47
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

4.25%

8.04%

3.56%

18.05%

NA December 2021