Jasmine

Karma Capital Advisors Pvt Ltd
MULTI CAP

80

Out of 167*
Compare
Share

Portfolio age 1 years, 6 months

-3.22%

-3.43%

Hurdle Rate** 10.00%

Fixed fee 2.50%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (90.25%)

CASH AND EQUIVALENT (9.74%)

Allocation by Market Cap

Small Cap (37.33%)

Large Cap (36.32%)

Mid Cap (16.6%)

Sector Holdings

Health Care 29.63%
Consumer Discretionary 23.43%
Financials 16.86%
Communication Services 10.99%
Industrials 8.02%

Stock Holdings

Tata Motors Ltd 7.30%
Sbi Cards And Payment Services Ltd 6.42%
Zydus Lifesciences Ltd 5.91%
Jubilant Pharmova Ltd 5.88%
Cipla Ltd 5.80%

PORTFOLIO MANAGERS

Vinay Jain

Manager Rank Out of 135
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM Undisclosed
Highest Return In 1 Yr 10.13%

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

*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Jan, 2025)

Inception Date

Aug 28, 2023

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

10%

Profit Sharing

20% Profit Sharing above 10% hurdle

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Investment Philosophy

Objective

Karma Capital Jasmine seeks to provide superior returns over longer time frames (5 to 7 years) and across market cycles. It aims to capture the India growth story by investing in listed equities by identifying investment ideas through bottom-up research. The bottom-up approach focuses its analysis on specific characteristics and micro attributes of an individual stock.