What is the hurdle rate of Karma Capital - Magnolia?

The hurdle rate of Karma Capital - Magnolia is 10%.

What is the fixed fee charged in Karma Capital - Magnolia ?

The fixed fee charged in Karma Capital - Magnolia is 2.00%.

What is the variable fee charged in Karma Capital - Magnolia ?

The variable fee charged in Karma Capital - Magnolia is 1.00%.

What is the profit sharing in Karma Capital - Magnolia ?

The profit sharing in Karma Capital - Magnolia is 20% Profit share above 10% Hurdle.

What is the minimum investment in Karma Capital - Magnolia ?

The minimum investment in Karma Capital - Magnolia is ₹50 Lacs

What type of scheme is Karma Capital - Magnolia?

Karma Capital - Magnolia is an Equity scheme. It falls in the Large Cap category.

What is the inception date of Karma Capital - Magnolia?

The inception date of Karma Capital - Magnolia is Feb 01, 2023.

Karma Capital - Magnolia

Karma Capital Advisors Pvt Ltd
Large Cap

10
Out of 24*
Compare
Share

Portfolio age2 years, 6 months

3.1%

3.37%

Hurdle Rate**10%

Fixed fee2.00%

Min. Investment₹50 Lacs

*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 30/06/2025)

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

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (4.26%)

Allocation by Market Cap

Small Cap (21.05%)

Mid Cap (10.8%)

Large Cap (63.89%)

Sector Holdings

Financials29.17%
Health Care24.43%
Industrials13.45%
Automobiles & Components9.26%
Consumer Durables & Apparel7.73%

Stock Holdings

Hdfc Life Insurance Company Ltd8.58%
Bharti Airtel Ltd6.63%
Cipla Ltd6.59%
Sbi Cards And Payment Services Ltd6.3%
Sun Pharmaceutical Industries Ltd5.91%

PORTFOLIO MANAGERS

Ekta Mehta

Manager Rank Out of 22
i
Rank is based on 3-year return
Schemes Managed2
Total AUMUndisclosed
Highest Return In 1 Yr13.13%

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.

Other Schemes

1m 3m 6m 1y 3y 5y

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Grid

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Karma Capital - Lotus

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jun, 2025)

Inception Date

Feb 01, 2023

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0.10% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

1.00%

Hurdle Rate

10%

Profit Sharing

20% Profit share above 10% Hurdle

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INVESTMENT PHILOSOPHY

Objective

Karma Capital Magnolia seeks to provide superior returns over longer time frames (3 to 5 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.