- Manager
- Karma Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Karma Capital Magnolia
+1.22%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Karma Capital Advisors’ Karma Capital Magnolia returned 1.22% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹8.91 crore across its clients.
Key numbers
- AUM
- ₹8.91 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.53×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.45% | −5.57% | +0.12% |
| 3 months | −4.25% | −3.59% | −0.66% |
| 6 months | +15.56% | +8.07% | +7.49% |
| 1 year | +1.22% | −2.33% | +3.55% |
| 2 years | −2.46% | −3.93% | +1.47% |
| 3 years | +9.08% | +9.20% | −0.12% |
| Since inception | +10.98% | +12.06% | −1.08% |
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 equity98.32%₹8.76 Cr
- Cash and other1.68%₹0.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹4.73 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 1.53×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Karma Capital Magnolia returned?
1.22% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.45%; 3 months: −4.25%; 6 months: 15.56%; 1 year: 1.22%; 2 years: −2.46%; 3 years: 9.08%; Since inception: 10.98%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.55 percentage points ahead.
How much does Karma Capital Magnolia manage?
₹8.91 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 Magnolia?
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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