Karma Capital - Magnolia

Karma Capital Advisors Pvt Ltd
LARGE CAP

12

Out of 26*
Compare
Share

Portfolio age 2 years, 1 months

-1.33%

-0.45%

Hurdle Rate** 10.00%

Fixed fee 2.00%

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 (87.5%)

CASH AND EQUIVALENT (12.5%)

Allocation by Market Cap

Small Cap (18.86%)

Large Cap (59.24%)

Mid Cap (9.4%)

Sector Holdings

Financials 24.69%
Health Care 24.36%
Consumer Discretionary 15.55%
Industrials 10.97%
Communication Services 7.23%

Stock Holdings

Bharti Airtel Ltd 7.23%
Cipla Ltd 6.79%
Sun Pharmaceutical Industries Ltd. 6.35%
HDFC Life Insurance Co Ltd. 6.14%
Sun Pharmaceutical Industries Ltd 5.89%

PORTFOLIO MANAGERS

Ekta Mehta

Manager Rank Out of 24
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM Undisclosed
Highest Return In 1 Yr 10.84%

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

Karma Capital - Magnolia

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Jan, 2025)

Inception Date

Feb 1, 2023

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0.50% if redeemed in 0-1 year, 0.50% if redeemed in >1-2 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.