Karma CapitalJasmine

EQUITY MULTI CAP

Seeks to provide superior returns over 5 to 7 years and across market cycles by capturing the India growth story in listed equities.

+3.93%

1Y annualised returns

+5.70%

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

Launch date

28 Aug '23

Total AUM

₹30.96Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity90.4%

Cash9.6%

Equity market cap split

Large Cap38.4%

Small Cap35.2%

Mid Cap16.9%

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

VJ
Vinaj Jain
Fund Manager
View details

About

Vinay Jain joined Karma Capital in May 2013. Prior to joining Karma Capital, he worked with SS&C GlobeOp Financial Services Ltd in Valuations division for nine months where he was responsible for carrying out independent valuation analysis for non-OTC, illiquid and hard to value (HTV) securities for Hedge Fund and Pension Fund clients. As part of his Post Graduation Internship, he had worked with Karma Capital as a Management Trainee in May – June 2011. He has completed his MBA in Finance from University of Mumbai and has also done his B.E. in Electronics from University of Mumbai

Experience

Joined Karma Capital in 2013, with prior experience in financial services valuations.

Investment philosophy

Specializes in valuation analysis for illiquid and hard-to-value securities.

Previously worked at