Karma Capital Advisors Pvt Ltd
AUM (Cr.)
6955.47
No. of Clients
151
No. of Investment Approach
4
As On
31 October 2024
Karma Capital Advisors Pvt Ltd. (KCA) is a Mumbai based independent investment management organization founded in 2005. KCA is domiciled in India as a private limited company. KCA was started with an idea to manage money based on a value driven investment philosophy with a medium to long term time horizon. The vision was to build a successful and sustainable business with team members and clients who share a similar value oriented investment philosophy and having an absolute return mindset. For us Value investing is where Growth and its quality are an important contributor to value. KCA has no conflict of interest with money management being its sole business activity. KCA is a SEBI (Securities and Exchange Board of India) registered and regulated portfolio manager. It offers Discretionary portfolio management services to domestic high net worth individuals, Family Offices, Institutions and Corporates, and Investment management and advisory services to offshore institutional investors like Endowments, Pension Funds, SWF and Family Offices. Today KCA has large offshore institutions including a Sovereign Wealth Fund as its clients. KCA has partnered with some of the leading private banking and wealth management outfits in India who offer KCA’s services to their clients
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Wealth Builder |
FLEXICAP | 38.77% | 30.28% | 17.33% | 24.81% | 13.85% |
Magnolia |
LARGE CAP | 31.04% | NA | NA | NA | 23.81% |
Lotus |
SMALL & MID CAP | 39.42% | NA | NA | NA | 42.27% |
Jasmine |
MULTI CAP | 32.59% | NA | NA | NA | 25.69% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr Darshan Engineer
Fund Manager
Ms Ekta Mehta
Fund Manager
Mr. Rushabh Sheth
Fund Manager
Mr Vinay Jain
Fund Manager
AMC Registered Address
Floor 12U Suite 1 Remi Commercio,Off Veera Desai Road Andheri West,Mumbai,Maharashtra,India-400053
SEBI Reg No : INP000001223
AMC Investor Login Link
Click here
AMC Website Link
Click here
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