Karma Capital Advisors Pvt Ltd
AUM (Cr.)
6114.75
No. of Clients
74
No. of Investment Approach
5
As On
29 February 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 | 58.58% | 18.28% | 26.78% | 18.57% | 31 Dec, 2006 |
Magnolia |
LARGE CAP | 34.90% | NA | NA | NA | 01 Feb, 2023 |
Lotus |
SMALL & MID CAP | 49.27% | NA | NA | NA | 22 Feb, 2023 |
Jasmine |
MULTI CAP | NA | NA | NA | NA | 28 Aug, 2023 |
* Returns are as on 31st March 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
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
India Fund - Series 1 |
CAT III - LONG ONLY | 35.27% | NA | NA | NA | Mar 2022 |
* All performance above are as on 29th February 2024 * Above 1 year returns are in CAGR*
Portfolio Manager Profile
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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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
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