Karma Capital Magnolia

EQUITY LARGE CAP

Aims for superior returns over longer time frames (3-5 years) and across market cycles by investing in listed Indian equities.

+12.93%

3Y annualised returns

+13.46%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

01 Feb '23

Total AUM

₹16.07Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity92.0%

Cash8.1%

Equity market cap split

Large Cap63.7%

Small Cap19.2%

Mid Cap11.7%

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

0.10%

PMS management

EM
Ekta Mehta
Portfolio Manager
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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