Karma Capital Advisors Pvt Ltd. • Equity
Karma Wealth Builder is an equity portfolio management service (PMS) strategy run by Karma Capital Advisors Pvt Ltd., launched on 31 Dec 2006. As of 30 Sep 2026, it manages ₹275 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.38% over 1 year, +12.93% over 3 years and +11.80% over 5 years (+12.83% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.73 percentage points ahead of its benchmark. Its 3-year return ranks 173rd 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: Axis Customized Portfolio (+13.01%), The Great India Opportunity (+12.96%), Master Trust India Growth Strategy (+12.91%), Valentis Rising Star Opportunity Fund (+12.87%).
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 | -0.49% |
| 3 Months | +4.41% |
| 1 Year | +8.38% |
| 3 Years | +12.93% |
| 5 Years | +11.80% |
| Since Inception | +12.83% |
| management fee | Fixed Fees: 2.5% |
| performance fee | Variable Fees: Fixed Fees p.a - 1.5% Hurdle rate - 10% Performance fees - 20% |
| exit load | Within 2 years - 1% After 2 Years - Nil |
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 Wealth Builder has a 1-year return of +8.38%, a 3-year return of +12.93%, a 5-year return of +11.80% and +12.83% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Karma Wealth Builder returned +11.80% against +8.91% for the BSE 500 TRI, 2.89 percentage points ahead. Over 3 years it returned +12.93% against +9.20%; Over 1 year it returned +8.38% 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 Wealth Builder's 3-year return of +12.93% ranks 173rd as of 30 Sep 2026.
Karma Wealth Builder is managed by Rushabh Vinod Sheth at Karma Capital Advisors. The strategy manages ₹275 Cr of client assets as of 30 Sep 2026.
Karma Wealth Builder manages ₹275 Cr of client assets as of 30 Sep 2026.
The fee structure for Karma Wealth Builder includes: management fee: Fixed Fees: 2.5%; performance fee: Variable Fees: Fixed Fees p.a - 1.5% Hurdle rate - 10% Performance fees - 20%; exit load: Within 2 years - 1% After 2 Years - Nil.
The minimum investment for Karma Wealth Builder is ₹50 Lakhs.
Karma Wealth Builder was launched on 31 Dec 2006. It has a 19-year track record.
Description
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