Karma Capital - Wealth Builder

Karma Capital Advisors Pvt Ltd
Multi Cap AND Flexi Cap

Out of *
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Share

Portfolio age19 years, 9 months

4.3%

-0.1%

Hurdle Rate**10.00%

Fixed fee2.50%

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 (2.42%)

Allocation by Market Cap

Small Cap (61.62%)

Mid Cap (15.37%)

Large Cap (20.59%)

Sector Holdings

BFSI*22.48%
Health Care22.02%
Automobiles & Components19.07%
Information Technology11.41%
Communication Services8.94%

Stock Holdings

Alivus Life Sciences Ltd6.9%
Varroc Engineering Ltd6.8%
Sansera Engineering Ltd6.5%
Jubilant Pharmova Ltd6.4%
Tata Motors Ltd5.5%

PORTFOLIO MANAGERS

Rushabh Sheth

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

Profile

Rushabh has over 29 years of experience in money management business in India primarily in listed equities. In his career of over two decades in money management business in India. Rushabh has been involved with various formats of money management like Portfolio Management, Mutual Funds and Offshore funds; and has been closely involved in the evolution of Fund Management industry in India. Rushabh is the Portfolio Manager and also has other corporate responsibilities as Director of KCA.

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

FUND SUMMARY

AUM (₹ Cr)

282.33

(As on Aug, 2026)

Inception Date

Dec 31, 2006

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

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.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50%

Hurdle Rate

10.00%

Profit Sharing

20% Profit sharing above 10% Hurdle

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INVESTMENT PHILOSOPHY

Objective

The investment objective of the strategy is to achieve long-term capital appreciation by investing with patience and discipline in the Indian capital markets