Manoj Bahety

Manoj Bahety

Managing Funds
8
AUMs (₹ Cr)
8346.99

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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CARNELIAN BESPOKE STRATEGY

Equity: Multi Cap

AUMs (₹ Cr)
2801.13
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

1.24%

7.19%

-5.50%

16.12%

20.66%

October 2021
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Carnelian Capital - Contra Portfolio Strategy

Equity: Multi Cap

AUMs (₹ Cr)
111.84
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

1.24%

7.19%

-5.50%

16.12%

20.66%

January 2022
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Carnelian Capital - Shift Strategy

Equity: Mid & Small Cap

AUMs (₹ Cr)
4511.71
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

1.24%

7.19%

-5.50%

16.12%

20.66%

October 2020
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Carnelian Capital - Compounder Strategy

Equity: Multi Cap

AUMs (₹ Cr)
922.31
1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

1.24%

7.19%

-5.50%

16.12%

20.66%

May 2019
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Carnelian Bharat Amritkaal Fund-2

CAT III - LONG ONLY - MULTI CAP & FLEXI CAP

1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

4.20%

7.43%

4.13%

14.81%

19.59%

April 2025
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Carnelian Bharat Amritkaal Fund

CAT III - LONG ONLY - MULTI CAP & FLEXI CAP

1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

4.20%

7.43%

4.13%

14.81%

19.59%

April 2024
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Carnelian Structural Shift Fund

CAT III - LONG ONLY - SMALL CAP & MID CAP

1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

4.20%

7.43%

4.13%

14.81%

19.59%

April 2022
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Carnelian Capital Compounder Fund - 1

CAT III - LONG ONLY - MULTI CAP & FLEXI CAP

1 Month 6 Months 1 Year 3 Years 5 Years Inception Date

4.40%

6.51%

4.95%

14.11%

18.90%

May 2019