IA Insight Report
IA Insight REPORT

KARMA CAPITAL KWB SELECT PMS

Investment Approach Details

₹6180.43

(AUM CR)
   

Karma Capital Advisors Pvt Ltd.

S&P BSE 500 TRI

Equity

Equity

01/03/2025

2 Months

5000000

Fixed Fees upto 2.5%

Fixed Fees upto 1.5% Hurdle 10% Performance fees upto 20%

Same as SEBI Regulation

   

Karma Capital KWB Select seeks to provide superior returns over longer time frames (3 to 7 years) and across market cycles. It aims to capture the India growth story by investing in listed equities and equity related securities by identifying investment ideas through bottomup research. Asset Allocation will primarily be equities and equity related securities. The Portfolio Manager may from time to time invest the idle cash balance in units of Liquid
Schemes of Mutual Funds. The bottom-up approach focuses its analysis on specific characteristics and micro attributes of an individual stock. The approach is benchmark agnostic with the aim to deliver superior risk adjusted returns through differentiated portfolio
with high active share.Our â??Growth At Reasonable Priceâ?? (GARP) strategy is underpinned on constructing a high
conviction concentrated market-cap agnostic portfolio investing across sectors. The appropriate benchmark to compare performance would be BSE 500 TRI as it matches with our market- cap agnostic investment approach. The investment approach is subject to various risk like no assurance of investment returns, political, legal, social and economic considerations of
investing in India, inflationary pressures and liquidity risk. This investment Approach is suitable for large institutional investor.

Fund Manager Details

Rajnish Girdhar

NA

rajnish.girdhar@karmainvest.com

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/04/2025

0.02

NA