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Karma Capital Advisors Pvt Ltd
Karma Capital Advisors Pvt Ltd

Karma Capital Advisors Pvt Ltd

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AUM ₹ 5,872.61 Cr (As on Feb, 2025)
No. of schemes 4
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About Karma Capital Advisors Pvt Ltd

Karma Capital Advisors Pvt Ltd manages assets worth Rs 5872.61 crores. Its current offering of PMS schemes includes 1 Large Cap, 1 Small And Mid Cap, 1 Multi Cap and 1 Flexicap schemes.

Portfolio MANAGERS

Rushabh Sheth
Rushabh Sheth
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -2.91 %
Profile

Rushabh has over 29 years of experience in money management business in India primarily in listed equities. In his career of over two decades in money management business in India. Rushabh has been involved with various formats of money management like Portfolio Management, Mutual Funds and Offshore funds; and has been closely involved in the evolution of Fund Management industry in India. Rushabh is the Portfolio Manager and also has other corporate responsibilities as Director of KCA.

Nikhil Desai
Nikhil Desai
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -2.91 %
Profile

Nikhil’s professional expertise of over 27 years is in the field of Portfolio Management and Research In Listed India Equities spanning several market cycles and different money management formats.Nikhil followed his calling of entrepreneurship when he founded Karma Capital Advisors in 2005 along with his former colleagues. The motivation for founding Karma Capital was to build a platform for like-minded team members who believe in a value oriented investment philosophy with a focus on long term value creation for clients.

Vinay Jain
Vinay Jain
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -2.05 %
Profile

Mr. Vinay Jain joined Karma Capital in May 2013. Prior to joining Karma Capital, he worked with SS&C GlobeOp Financial Services Ltd in Valuations division for nine months where he was responsible for carrying out independent valuation analysis for non-OTC, illiquid and hard to value (HTV) securities for Hedge Fund and Pension Fund clients. As part of his Post Graduation Internship, he had worked with Karma Capital as a Management Trainee in May – June 2011. He has completed his MBA in Finance from University of Mumbai and has also done his B.E. in Electronics from University of Mumbai

Darshan Engineer
Darshan Engineer
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +2.96 %
Profile

Darshan is currently a Portfolio Manager at Karma Capital Advisors, having joined in 2020. He has an overall buy side research experience of over 12 years and at Karma Capital he’s a key member of the research and fund management team. His responsibilities include managing small and midcap funds at Karma Capital, and coverage of companies in key focus sectors including information technology, business services, auto and auto ancillaries, industrials, and consumer durables. He is also responsible for new idea generation, maintenance and tracking of existing portfolio positions, marketing, and portfolio analytics. Darshan works with the research team to provide research insights for portfolio decisions, and various research related activities. Prior to joining Karma Capital in 2020, Darshan was a senior analyst at Alchemy Capital Management for almost 10 years. He also has experience as a credit rating analyst (CRISIL Ltd) and as a software engineer (Tata Consultancy Services Ltd). Darshan holds a bachelor’s in computer engineering from the University of Mumbai. He has completed his MBA from the Jamnalal Bajaj Institute of Management Studies.

Ekta Mehta
Ekta Mehta
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -0.87 %
Profile

Ekta Mehta is a Portfolio Manager at Karma Capital Advisors. She has over 12 years of rich experience spread across multiple facets of investing and financial analysis. She is responsible for managing large cap funds along with coverage of companies in key sectors like Banking, Financials, Insurance, FMCG, Hotels, Hospitals and Oil & Gas. Prior to Karma Capital, Ekta was with MSCI and SGA and explored varied domains of Indexing and Investor Relations. Before that she was with B&K securities as a sell-side analyst covering the media sector and had a brief stint as Research Associate at Karma Capital. Ekta completed her MBA in Finance from N.L Dalmia Institute of Management studies and holds a CFA degree from ICFAI university.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
11 Out of 25
Fixed Fee
2.00%
Karma Capital - Lotus
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
7 Out of 43
Fixed Fee
2.50%
Jasmine
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
62 Out of 171
Fixed Fee
2.50%
Karma Capital - Wealth Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
34 Out of 62
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Karma Capital - Magnolia
11Out of 4
-6.89%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
10%
2.00%
Karma Capital - Lotus
7Out of 4
-7.50%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
2.50%
Jasmine
62Out of 4
-8.14%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
2.50%
Karma Capital - Wealth Builder
34Out of 4
-8.84%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10.00%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Karma Capital Advisors Pvt Ltd ?
The total AUM managed by Karma Capital Advisors Pvt Ltd is ₹5872.61 crores
What is the total number of schemes managed by Karma Capital Advisors Pvt Ltd ?
The total number of schemes managed by Karma Capital Advisors Pvt Ltd is 4
What is the best performing PMS scheme of Karma Capital Advisors Pvt Ltd in 1 year ?
The best performing PMS scheme of Karma Capital Advisors Pvt Ltd in 1 year is Karma Capital - Lotus.
What is the best performing PMS scheme of Karma Capital Advisors Pvt Ltd in 3 years?
The best performing PMS scheme of Karma Capital Advisors Pvt Ltd in 3 years is Karma Capital - Wealth Builder
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