Karma Capital Advisors PMS strategies
Karma Capital Advisors runs 7 portfolio management strategies listed with APMI, managing ₹6,904 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Karma Capital KWB Select PMS | Equity | Rushabh Vinod Sheth | ₹6,549 Cr | — | — | up to 2.5% fixed or up to 1.5% + up to 20% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| Karma Wealth Builder | Equity | Rushabh Vinod Sheth | ₹275 Cr | +12.93% | +3.73 pts | 2.5% fixed or 20% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| Karma Capital Lotus | Equity | Rushabh Vinod Sheth | ₹25.58 Cr | +14.55% | +5.35 pts | — | ₹50 Lakhs | Sep 2026 |
| Karma Capital Jasmine | Equity | Rushabh Vinod Sheth | ₹22.53 Cr | +11.31% | +2.11 pts | 2.5% fixed | ₹50 Rupees | Sep 2026 |
| Karma Capital Highly Diversified | Equity | Rushabh Vinod Sheth | ₹21.73 Cr | — | — | up to 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Karma Capital Magnolia | Equity | Rushabh Vinod Sheth | ₹8.91 Cr | +9.08% | -0.12 pts | — | ₹50 Lakhs | Sep 2026 |
| Karma Capital Liquid | Debt | — | ₹0.7 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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