Karma Capital- Long Only Indian Public Equities

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About Company

Karma Capital Management LLC is a US reporting investment advisor and investment manager for a Foreign Portfolio Investor (FPI) fund registered with the Securities and Exchange Board of India (SEBI). Karma’s investing goal is to provide better risk-adjusted returns while preserving money over the business and economic cycles. We are pioneers in the Indian Alternatives business, having achieved a decade of consistent performance for our investors from our inception in 2003. Our goal is to provide a reputable and trustworthy Alternatives platform to worldwide investors interested in investing in India’s long-term economic growth. We have invested in equity securities of Indian firms and those benefiting from India’s growth since our establishment. Our focused investing approach distinguishes us. The corporation is unconcerned about whether it should invest in value or expansion we invested in equity securities of firms and assets where market pricing was inefficient. Three decades of expertise investing in India and its multiple cycles is one of our main assets. Our investing methodology is based on conviction, which allows us to provide higher returns to our institutional investors. In India, our research team is on the ground.

Fund Snapshot

Year of Inception 2007
Number of Stocks 20-25
Investment Horizon Long Term
Fund Managers Rushabh Sheth and Nikhil Desai

Unique Feature

Long Only Investment in Indian Capital Markets 

Investment Philosophy

Karma Capital Advisors follow the ‘bottom-up’ approach to investing.

Here are a few salient features of Karma Capital Advisors investment philosophy:

  • Value Investing along with a Margin of Safety
  • Focus on Absolute Returns
  • Look for Risk-adjusted Returns
  • Avoiding Herd Mentality in Investing
  • Long term Compounded Returns and Wealth Creation

About Fund Managers

Mr Sheth and Mr Desai are prominent names in the investment space. Both managers are Directors and Co-founders of Karma Capital Advisors. Besides, they have a collective experience of more than four decades. 

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Karma Wealth Builder

AMC Name: Karma Capital Advisors Pvt Ltd Inc Date: December 31, 2006
Multi Cap
3,905.00 Strategy 6.80 12.90 29.70 42.90 14.70 28.00 18.10 20.20 13.41
NIFTY 500 TRI 8.03 12.40 18.50 26.50 15.10 20.40 17.60 16.10 12.41

Karma Capital Magnolia

AMC Name: Karma Capital Advisors Pvt Ltd Inc Date: 1st February 2023
Large Cap
NA Strategy 5.50 11.50 19.00 NA NA NA NA NA 25.80
NIFTY 100 7.90 10.90 13.80 NA NA NA NA NA 24.30

Karma Capital Lotus

AMC Name: Karma Capital Advisors Pvt Ltd Inc Date: 22nd February 2023
Small Cap
NA Strategy 2.20 10.50 23.50 NA NA NA NA NA 45.70
NIFTY Midsmall 400 TRI 8.00 12.30 18.50 NA NA NA NA NA 30.90

Karma Capital Jasmine

AMC Name: Karma Capital Advisors Pvt Ltd Inc Date: 28-Aug-23
Multi Cap
Strategy 4.80 9.40 NA NA NA NA NA NA 9.30
BSE 500 TRI 8.00 12.30 NA NA NA NA NA NA 15.40

Karma Capital India Fund - Series 1

AMC Name: Karma Capital Advisors Pvt Ltd Inc Date: 22nd March 2022
long only
NA Strategy 6.20 6.50 19.00 19.80 NA NA NA NA 14.70
Nifty Midsmall 400 TRI 9.90 9.70 29.50 34.80 NA NA NA NA 26.50

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.