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Karma Capital - Wealth Builder
Karma Capital - Wealth Builder

Karma Capital - Wealth Builder

  • Karma Capital Advisors Pvt Ltd
  • MULTI CAP AND FLEXI CAP
  • 13
    Out of 116*
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Portfolio age18 years, 6 months
8.07%
3.54%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.54%)
Allocation by Market Cap
Small Cap (40.65%)
Mid Cap (16.17%)
Large Cap (38.64%)
Sector Holdings
  • Health Care30.1%
  • Consumer Discretionary24.08%
  • Automobiles & Components17.66%
  • Financials16.57%
  • Communication Services11.1%
Stock Holdings
  • Tata Motors Ltd7.58%
  • Jubilant Pharmova Ltd7.42%
  • Sbi Cards And Payment Services Ltd6.05%
  • Cipla Ltd5.8%
  • Zydus Lifesciences Ltd5.69%

bt_logoPORTFOLIO MANAGERS

Rushabh Sheth
  • Manager Rank54 Out of 162
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr16.98%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
54 Out of 245
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
200 Out of 245
Fixed Fee
2.50%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 245
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 245
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 245
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 245
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 245
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Karma Capital Advisors Pvt Ltd
Karma Capital Advisors Pvt Ltd manages assets worth Rs 7035.26 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 1 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

7,035.26 (As on May, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
21 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
54 Out of 245
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
13 Out of 24
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Karma Capital - Wealth Builder?
The hurdle rate of Karma Capital - Wealth Builder is 10.00%.
What is the fixed fee charged in Karma Capital - Wealth Builder ?
The fixed fee charged in Karma Capital - Wealth Builder is 2.50%.
What is the variable fee charged in Karma Capital - Wealth Builder ?
The variable fee charged in Karma Capital - Wealth Builder is 1.50%.
What is the profit sharing in Karma Capital - Wealth Builder ?
The profit sharing in Karma Capital - Wealth Builder is 20% Profit sharing above 10% Hurdle.
What is the minimum investment in Karma Capital - Wealth Builder ?
The minimum investment in Karma Capital - Wealth Builder is ₹50 Lacs
What type of scheme is Karma Capital - Wealth Builder?
Karma Capital - Wealth Builder is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of Karma Capital - Wealth Builder?
The inception date of Karma Capital - Wealth Builder is Dec 31, 2006.
What is the exit load of Karma Capital - Wealth Builder?
Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.