Karma Capital Lotus

EQUITY MID & SMALL CAP

Seeks to generate returns through price appreciation of stocks held over a long-term period (5 to 7 years).

+18.38%

3Y annualised returns

+12.54%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

22 Feb '23

Total AUM

₹18.68Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity90.0%

Cash10.0%

Equity market cap split

Small Cap44.0%

Mid Cap23.9%

Large Cap23.3%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

PMS management

EM
Ekta Mehta
Portfolio Manager
View details

About

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.

Experience

Over 12 years of experience in investing and financial analysis.

Investment philosophy

Manages large-cap funds with coverage in sectors like Banking, Financials, Insurance, and FMCG.

Previously worked at