Karma - Wealth Builder

EQUITY MULTI CAP

The investment objective of the strategy is to achieve long-term capital appreciation by investing with patience and discipline in the Indian capital markets

+19.05%

3Y annualised returns

+13.46%

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

Launch date

31 Dec '06

Total AUM

₹318.56Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity94.7%

Cash5.3%

Equity market cap split

Small Cap44.8%

Large Cap34.1%

Mid Cap15.3%

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

RS
Rushabh Sheth
Portfolio Manager and Director, KCA
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About

Rushabh has over 29 years of experience in money management business in India primarily in listed equities. In his career of over two decades in money management business in India. Rushabh has been involved with various formats of money management like Portfolio Management, Mutual Funds and Offshore funds; and has been closely involved in the evolution of Fund Management industry in India. Rushabh is the Portfolio Manager and also has other corporate responsibilities as Director of KCA.

Experience

Over 29 years of experience in India's money management business.

Investment philosophy

Specializes in Indian listed equities, with experience in Portfolio Management, Mutual Funds, and Offshore funds.

Awards