Karma Capital Advisors Pvt Ltd. • Equity
Karma Capital Lotus is an equity portfolio management service (PMS) strategy run by Karma Capital Advisors Pvt Ltd., launched on 22 Feb 2023. As of 30 Sep 2026, it manages ₹25.58 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.82% over 1 year and +14.55% over 3 years (+20.89% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 5.35 percentage points ahead of its benchmark. Its 3-year return ranks 126th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rushabh Vinod Sheth.
Ranked nearby on 3-year return: Alpha Equity (+14.57%), Sameeksha India Equity Fund (+14.56%), All Weather (+14.51%), ICICI Prudential PMS Value Strategy (+14.39%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.68% |
| 3 Months | +1.33% |
| 1 Year | +4.82% |
| 3 Years | +14.55% |
| Since Inception | +20.89% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callKarma Capital Lotus has a 1-year return of +4.82%, a 3-year return of +14.55% and +20.89% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Karma Capital Lotus returned +14.55% against +9.20% for the BSE 500 TRI, 5.35 percentage points ahead. Over 1 year it returned +4.82% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Karma Capital Lotus's 3-year return of +14.55% ranks 126th as of 30 Sep 2026.
Karma Capital Lotus is managed by Rushabh Vinod Sheth at Karma Capital Advisors. The strategy manages ₹25.58 Cr of client assets as of 30 Sep 2026.
Karma Capital Lotus manages ₹25.58 Cr of client assets as of 30 Sep 2026.
The minimum investment for Karma Capital Lotus is ₹50 Lakhs.
Karma Capital Lotus was launched on 22 Feb 2023. It has a 3-year track record.
Description
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