APMI

Karma Wealth Builder

Investment Approach Details

₹5905.74

(AUM CR)

PMS Provider Name

Karma Capital Advisors Pvt Ltd.

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

31/12/2006

Age

17.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2.5%

Variable Fees Structure

Fixed Fees p.a - 1.5% Hurdle rate - 10% Performance fees - 20%

Exit Load

Within 2 years - 1% After 2 Years - Nil

Purpose

It aims to capture the India growth story by investing in listed equities by identifying investment ideas through bottom-up research. The bottom-up approach focuses its analysis on specific characteristics and micro attributes of an individual stock.

Fund Manager Details


Rajnish Girdhar
Work Exp. NA
Email ID rajnish.girdhar@karmainvest.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.03

1 Year Turnover

0.36