ETMarkets PMS Talk: Manoj Bahety explains how he wants to capture “trillion dollar India opportunity” through his fund

Carnelian Capital Compounder Fund aims to invest in a concentrated portfolio of 25 long-only stocks within its QARP framework, focusing on capturing the trillion-dollar Indian market opportunity. In response to macro headwinds and geopolitical issues, all flagship schemes have reportedly delivered decent outperformance versus its benchmarks. The portfolio is reportedly evaluated within two broad baskets–Magic (50%-60%) and Compounder (30%-40%)–to identify companies with visible change and a blend of sustainable earnings growth.

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