Business Today
Subscribe
PMS TodayBudget 2025US NewsIndiaWeatherBT ShortsNRIEducationElection
BT GolfBT India 100BT Mindrush
Search
Advertisement
Business News
pms
Karma Capital - Magnolia
Karma Capital - Magnolia

Karma Capital - Magnolia

  • Karma Capital Advisors Pvt Ltd
  • Large Cap
  • 17
    Out of 27*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 10 months
1.89%
4.62%
Hurdle Rate**10%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
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 (5.38%)
Allocation by Market Cap
Small Cap (19.16%)
Mid Cap (11.72%)
Large Cap (63.74%)
Sector Holdings
  • BFSI33.35%
  • Health Care22.44%
  • Industrials13.22%
  • Automobiles & Components7.67%
  • Consumer Durables & Apparel7.15%
Stock Holdings
  • Hdfc Life Insurance Company Ltd7.71%
  • Bharti Airtel Ltd6.25%
  • Sun Pharmaceutical Industries Ltd6%
  • Cipla Ltd5.7%
  • Sbi Cards And Payment Services Ltd5.68%

bt_logoPORTFOLIO MANAGERS

Ekta Mehta
  • Manager Rank Out of 23
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr8.79%
Profile

Ekta Mehta is a Portfolio Manager at Karma Capital Advisors. She has over 12 years of rich experience spread across multiple facets of investing and financial analysis. She is responsible for managing large cap funds along with coverage of companies in key sectors like Banking, Financials, Insurance, FMCG, Hotels, Hospitals and Oil & Gas. Prior to Karma Capital, Ekta was with MSCI and SGA and explored varied domains of Indexing and Investor Relations. Before that she was with B&K securities as a sell-side analyst covering the media sector and had a brief stint as Research Associate at Karma Capital. Ekta completed her MBA in Finance from N.L Dalmia Institute of Management studies and holds a CFA degree from ICFAI university.

Other Schemes
  • table
  • Grid
Compare
Karma Capital - Lotus
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
19 Out of 53
Fixed Fee
2.50%
Scheme Return
4.43%
Benchmark Return
4.27%
Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
26 Out of 28
Fixed Fee
2.00%
Scheme Return
1.89%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Feb 01, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0.10% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.00%
Hurdle Rate
10%
Profit Sharing
20% Profit share above 10% Hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT PHILOSOPHY

Objective

Karma Capital Magnolia seeks to provide superior returns over longer time frames (3 to 5 years) and across market cycles.It aims to capture the India growth story by investing in listed equities by identifying investment ideas through bottom-up research.

Investment Approach

MCAP & Benchmark agnostic

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations7:17Ground Report From IGI Counters: Stranded Flyers Slam IndiGo Amid Widespread Cancellations
FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support5:04FM Sitharaman Clarifies Cess On Demerit Goods: Fungible Funds For Defence, Public Health Support
India–Russia Trade to Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership2:31India–Russia Trade To Cross $100 Billion Before 2030: PM Modi Fast-Tracks Economic Partnership
Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push11:22Russia Eyes Indian Workforce, New Trade Plan And Tariff Cuts In Major Economic Push
IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide3:48IndiGo CEO Pieter Elbers Admits Worst-Ever Disruption As Over 1,000 Flights Cancelled Nationwide
India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities2:42India & Russia Plan Faster Trade Routes, Digital Corridors & New Nuclear Opportunities
Passengers Angry Over IndiGo Delays, Complain Of No Information3:16Passengers Angry Over IndiGo Delays, Complain Of No Information
Vikram Misri: India–Russia to Accelerate FTA, Investment Treaty and Key Connectivity Negotiations1:58Vikram Misri: India–Russia To Accelerate FTA, Investment Treaty And Key Connectivity Negotiations
‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War3:01‘If US Can Buy Russian Fuel, Why Not India?’: Putin Challenges Trump’s Claim On Ukraine War
IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions8:35IndiGo Flight Chaos: Delhi Airport Meltdown, DGCA Relaxes Crew Rostering Restrictions
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
26 Out of 28
Fixed Fee
2.00%
Scheme Return
1.89%
Benchmark Return
4.62%
IFM Largecap Fund
AUM (₹ Cr)
₹119.83 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
5.92%
Benchmark Return
4.62%
Acepro - Large Cap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 28
Fixed Fee
1.00%
Scheme Return
5.6%
Benchmark Return
4.62%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.50%
Scheme Return
5.32%
Benchmark Return
4.27%
Accuracap - Alpha10
AUM (₹ Cr)
₹115.89 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
5.1%
Benchmark Return
4.6%
Sanctum - Indian Olympians
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 28
Fixed Fee
No Option
Scheme Return
5.07%
Benchmark Return
4.62%
*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 7300.47 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)

7,300.47 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Karma Capital - Lotus
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
19 Out of 53
Fixed Fee
2.50%
Scheme Return
4.43%
Benchmark Return
4.27%
Karma Capital - Wealth Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
195 Out of 251
Fixed Fee
2.50%
Scheme Return
2.45%
Benchmark Return
4.27%
Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
26 Out of 28
Fixed Fee
2.00%
Scheme Return
1.89%
Benchmark Return
4.62%
*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 - Magnolia?
The hurdle rate of Karma Capital - Magnolia is 10%.
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 0.10% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

bt_logoTop Stories