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Magnolia

Karma Capital Advisors Pvt Ltd
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
1 February 2023
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Independent of Market Capitalization and Benchmark Indices

Investment Objective

Karma Capital Magnolia is designed to generate enhanced returns over a medium-term horizon of 3 to 5 years, irrespective of prevailing market conditions. The strategy focuses on participating in India's economic expansion by investing in publicly traded equities, with investment opportunities identified through in-depth, bottom-up fundamental analysis.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.10% -0.28% -1.82%
3 MONTHS 2.63% 6.33% -3.70%
6 MONTHS -2.04% 2.92% -4.96%
1 YEAR 3.85% 11.88% -8.03%
2 YEAR 8.61% 10.97% -2.36%
SINCE INCEPTION 14.52% 15.73% -1.21%

Calendar Year Performance

Year Return
CY 2025 3.85%
CY 2024 13.62%

Financial Year Performance

Year Return
FY 26_YTD 7.00%
FY 25 4.35%
FY 24 34.90%
FY 23 -0.29%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Ms Ekta Mehta

Fund Manager

Ms. Ekta Mehta serves as a Portfolio Manager at Karma Capital Advisors, bringing over 12 years of comprehensive experience in investment management and financial analysis. Her responsibilities include overseeing large-cap funds and providing analytical coverage for companies within critical sectors such as Banking, Financial Services, Insurance, Fast-Moving Consumer Goods (FMCG), Hospitality, Healthcare, and Oil & Gas. Prior to joining Karma Capital, Ms. Mehta held positions at MSCI and SGA, where she gained expertise in indexing and investor relations. Previously, she was a sell-side analyst at B&K Securities, focusing on the media sector, and also served as a Research Associate at Karma Capital. Ms. Mehta holds an MBA in Finance from N.L. Dalmia Institute of Management Studies and possesses a CFA charter from ICFAI University.

Portfolio Details

Portfolio Composition

Large Cap
56.43%
Mid Cap
16.63%
Small Cap
18.89%
Cash & Equivalent
8.05%

Top 5 Holdings

  • Hdfc Life Insurance Company Ltd 7.52%
  • Sun Pharmaceutical Industries Ltd 6.04%
  • Sbi Cards And Payment Services Ltd 5.99%
  • ICICI Bank Ltd 5.30%
  • Cipla Ltd 5.26%

Top 5 Sectors

  • BFSI 34.22%
  • Health Care 22.07%
  • Industrials 11.05%
  • Automobiles & Components 7.49%
  • Consumer Durables & Apparel 6.89%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
30.11%
top 5 sectors percent
81.72%
average market cap
308963.18
portfolio age
2 Yrs, 10 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 0.1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)