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Karma Capital - Magnolia
Karma Capital - Magnolia

Karma Capital - Magnolia

  • Karma Capital Advisors Pvt Ltd
  • Large Cap
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PMS Bazaar
Portfolio age3 years, 8 months
0.1%
-0.1%
Hurdle Rate**10.00%
Fixed fee2.00%
Min. Investment₹50 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

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.27%)
Allocation by Market Cap
Small Cap (32.6%)
Mid Cap (14.58%)
Large Cap (50.55%)
Sector Holdings
  • BFSI*38.41%
  • Health Care18.4%
  • Industrials11.38%
  • Materials9.51%
  • Chemicals6%
Stock Holdings
  • ICICI Bank Ltd5.9%
  • Bajaj Finance Ltd5.8%
  • AXIS Bank Ltd.5.17%
  • Piramal Pharma Ltd5.13%
  • Cholamandalam Investment and Finance Company Ltd5.1%

PORTFOLIO MANAGERS

Thomas J. Priju
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

Thomas J. Priju is a seasoned Portfolio Manager with an overall experience of 28 years, including 25 years in capital markets and 14 years on the buy side. He holds a CFA from the CFA Institute, USA, a Master of Management Studies from NMIMS, a B.Com from R.A. Podar, University of Bombay, and is an ICWA (Inter). Over his career, he has gained extensive experience across various facets of the Indian capital markets, working with leading buy-side firms in formats ranging from mutual funds and hedge funds to PMS/AIF platforms and boutique investment firms. His investment philosophy is anchored on the principles of value and quality, with a strong bottom-up stock-picking approach supported by deep sectoral expertise. He has held key leadership roles, including two stints as Head of Research, and has also served as a Co-Portfolio Manager and Portfolio Manager. He has been associated with reputed organizations such as Tata AMC, Alchemy Capital, and Alf Accurate Advisors, where he last served as Head of Research and Co-Portfolio Manager before joining Karma Capital. He began his career with the National Stock Exchange (NSE), India.

Other Schemes

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

PEER ANALYSIS

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Karma Capital Advisors Pvt Ltd
Karma Capital Advisors Pvt Ltd manages assets worth Rs 7101.80 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

7,101.80 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Karma Capital - Magnolia?
The hurdle rate of Karma Capital - Magnolia is 10.00%.
What is the fixed fee charged in Karma Capital - Magnolia ?
The fixed fee charged in Karma Capital - Magnolia is 2.00%.
What is the variable fee charged in Karma Capital - Magnolia ?
The variable fee charged in Karma Capital - Magnolia is 1.00%.
What is the profit sharing in Karma Capital - Magnolia ?
The profit sharing in Karma Capital - Magnolia is 20% Profit share above 10% Hurdle.
What is the minimum investment in Karma Capital - Magnolia ?
The minimum investment in Karma Capital - Magnolia is ₹50 Lacs
What type of scheme is Karma Capital - Magnolia?
Karma Capital - Magnolia is an Equity scheme. It falls in the Large Cap category.
What is the inception date of Karma Capital - Magnolia?
The inception date of Karma Capital - Magnolia is Feb 01, 2023.
What is the exit load of Karma Capital - Magnolia?
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.