Karma Capital Advisors Pvt Ltd.
S&P BSE 500 TRI
Equity
01/03/2025
4 Months
5000000
Fixed Fees upto 2.5%
Fixed Fees upto 1.5% Hurdle 10% Performance fees upto 20%
Same as SEBI Regulation
Karma Capital KWB Select seeks to provide superior returns over longer time frames (3 to 7 years) and across market cycles. It aims to capture the India growth story by investing in listed equities and equity related securities by identifying investment ideas through bottomup research. Asset Allocation will primarily be equities and equity related securities. The Portfolio Manager may from time to time invest the idle cash balance in units of LiquidSchemes of Mutual Funds. The bottom-up approach focuses its analysis on specific characteristics and micro attributes of an individual stock. The approach is benchmark agnostic with the aim to deliver superior risk adjusted returns through differentiated portfoliowith high active share.Our â??Growth At Reasonable Priceâ?? (GARP) strategy is underpinned on constructing a highconviction concentrated market-cap agnostic portfolio investing across sectors. The appropriate benchmark to compare performance would be BSE 500 TRI as it matches with our market- cap agnostic investment approach. The investment approach is subject to various risk like no assurance of investment returns, political, legal, social and economic considerations ofinvesting in India, inflationary pressures and liquidity risk. This investment Approach is suitable for large institutional investor.
Work Exp. NA
Email ID rajnish.girdhar@karmainvest.com
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