- Manager
- Karma Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Karma Capital Lotus
+4.82%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Karma Capital Advisors’ Karma Capital Lotus returned 4.82% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹25.58 crore across its clients.
Key numbers
- AUM
- ₹25.58 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.23×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.68% | −5.57% | +0.89% |
| 3 months | +1.33% | −3.59% | +4.92% |
| 6 months | +16.21% | +8.07% | +8.14% |
| 1 year | +4.82% | −2.33% | +7.15% |
| 2 years | +1.69% | −3.93% | +5.62% |
| 3 years | +14.55% | +9.20% | +5.35% |
| Since inception | +20.89% | +12.29% | +8.60% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.79%₹25.27 Cr
- Cash and other1.21%₹0.31 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.73 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹2.73 Cr
- Net, FY to date
- ₹4.21 Cr
- Turnover, month
- 0.15×
- Turnover, past year
- 1.23×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Karma Capital Lotus returned?
4.82% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.68%; 3 months: 1.33%; 6 months: 16.21%; 1 year: 4.82%; 2 years: 1.69%; 3 years: 14.55%; Since inception: 20.89%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.15 percentage points ahead.
How much does Karma Capital Lotus manage?
₹25.58 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Karma Capital Lotus?
Karma Capital Advisors, a SEBI-registered portfolio manager (INP000001223), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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