IA Insight Report
IA Insight REPORT

KARMA CAPITAL HIGHLY DIVERSIFIED

Investment Approach Details

₹8.90

(AUM CR)
   

Karma Capital Advisors Pvt Ltd.

BSE 500 TRI

Equity

Equity

15/12/2025

3 Months

5000000

Upto 2.5% P.A.

AMC; 1.5% PA Hurdle rate; 10% Performance fees; 20%

NA

   

Karma Capital Highly Diversified Strategy will select securities primarily from the universe of listed
equities, not restricted to the underlying benchmark. The objective is to construct a highly
diversified portfolio of approximately 125â??150 equity stocks across market capitalizations and
sectors without restriction. Security selection will be guided by quantitative parameters including
growth potential, liquidity, and relative valuation.
The diversified approach seeks to reduce stock-specific and sector-specific risks, while maintaining
alignment with the benchmark and the stated investment horizon of more than 2 years. The
portfolio will not be actively churned and rebalancing will be on a periodic basis. 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 of investing in India, inflationary pressures, liquidity risk
and diversified exposure across ~125-150 securities to reduce concentration risk

Fund Manager Details

Rushabh Vinod Sheth

35.00 years

Principalofficer@karmacapital.co.in

9833133428

Principal Officer

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2026

0.59

NA