Karma Capital - Lotus

Karma Capital Advisors Pvt Ltd
SMALL AND MID CAP

25

Out of 38*
Compare
Share

Portfolio age 2 years, 0 months

-6.77%

-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 (Undisclosed)

Allocation by Market Cap

Sector Holdings

Consumer Discretionary 25.70%
Financials 19.28%
Industrials 16.71%
Health Care 11.57%
Communication Services 6.12%

Stock Holdings

Nuvama Wealth Management Ltd 4.33%
Sbi Life Insurance Company Ltd 4.28%
Jubilant Pharmova Ltd 4.08%
Bharti Airtel Ltd 3.84%
Narayana Hrudayalaya Ltd 3.68%

PORTFOLIO MANAGERS

Darshan Engineer

Manager Rank Out of 29
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM Undisclosed
Highest Return In 1 Yr 10.07%

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.

Other Schemes

1M 3M 6M 1Y 3Y 5Y

table
Grid

Karma Capital - Lotus

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Jan, 2025)

Inception Date

Feb 22, 2023

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 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

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber? Login

Investment Philosophy

Objective

Karma Capital Lotus seeks to generate returns for the investors through price appreciation of stocks held over a long-term period ( 5 to 7 years) across economic and market cycles. The bottom-up approach focuses its analysis on specific characteristics and micro attributes of an individual stock.