Karma Capital - Wealth Builder

Karma Capital Advisors Pvt Ltd
FLEXICAP

9

Out of 17*
Compare
Share

Portfolio age 18 years, 2 months

-3.83%

-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 (96.95%)

CASH AND EQUIVALENT (3.05%)

Allocation by Market Cap

Small Cap (40.61%)

Large Cap (38.64%)

Mid Cap (17.7%)

Sector Holdings

Health Care 31.41%
Consumer Discretionary 26.55%
Financials 17.92%
Communication Services 11.61%
Industrials 8.24%

Stock Holdings

One 97 Communications Limited 11.33%
Jubilant Pharmova Limited 7.82%
Tata Motors Ltd 7.71%
Tata Communications Limited 7.40%
Sbi Cards And Payment Services Limited 6.94%

PORTFOLIO MANAGERS

Rushabh Sheth

Manager Rank 16 Out of 25
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM Undisclosed
Highest Return In 1 Yr 9.85%

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.

Other Schemes

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

table
Grid

Karma Capital - Wealth Builder

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

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.

Other Schemes

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

table
Grid

Karma Capital - Wealth Builder

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Jan, 2025)

Inception Date

Dec 31, 2006

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

10.00%

Profit Sharing

20% Profit sharing above 10% Hurdle

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber? Login

Investment Philosophy

Objective

The investment objective of the strategy is to achieve long-term capital appreciation by investing with patience and discipline in the Indian capital markets