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Karma Capital - Magnolia
Karma Capital - Magnolia

Karma Capital - Magnolia

  • Karma Capital Advisors Pvt Ltd
  • Large Cap
  • 9
    Out of 25*
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PMS Bazaar
Portfolio age3 years, 6 months
1.2%
1.7%
Hurdle Rate**10.00%
Fixed fee2.00%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
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 (1.35%)
Allocation by Market Cap
Small Cap (31.94%)
Mid Cap (14.49%)
Large Cap (52.22%)
Sector Holdings
  • BFSI*34.26%
  • Health Care16.13%
  • Consumer Discretionary11.6%
  • Industrials10.1%
  • Materials10.06%
Stock Holdings
  • ICICI Bank Ltd5.7%
  • HDFC Bank Ltd5.27%
  • Bajaj Finance Ltd5.14%
  • Nestle India Ltd.5.07%
  • Larsen and Toubro Ltd5.03%

PORTFOLIO MANAGERS

Thomas J. Priju
  • Manager Rank9 Out of 25
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.9%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
6 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
24 Out of 30
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
24 Out of 30
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,666.24 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.50%
*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 6703.78 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 1 Large Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

6,703.78 (As on Jun, 2026)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
6 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
24 Out of 30
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
175 Out of 282
Fixed Fee
2.50%
*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.