- Manager
- Karma Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Karma Wealth Builder
+8.38%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Karma Capital Advisors’ Karma Wealth Builder returned 8.38% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹275 crore across its clients.
Key numbers
- AUM
- ₹275 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −0.49% | −5.57% | +5.08% |
| 3 months | +4.41% | −3.59% | +8.00% |
| 6 months | +24.46% | +8.07% | +16.39% |
| 1 year | +8.38% | −2.33% | +10.71% |
| 2 years | +1.29% | −3.93% | +5.22% |
| 3 years | +12.93% | +9.20% | +3.73% |
| 4 years | +16.96% | +11.22% | +5.74% |
| 5 years | +11.80% | +8.91% | +2.89% |
| Since inception | +12.83% | +11.42% | +1.41% |
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 equity98.42%₹271 Cr
- Cash and other1.58%₹4.36 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.40 Cr
- Outflow, Sep 2026
- ₹7.11 Cr
- Net, Sep 2026
- −₹5.70 Cr
- Net, FY to date
- −₹51.46 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Karma Wealth Builder returned?
8.38% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.49%; 3 months: 4.41%; 6 months: 24.46%; 1 year: 8.38%; 2 years: 1.29%; 3 years: 12.93%; 4 years: 16.96%; 5 years: 11.80%; Since inception: 12.83%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 10.71 percentage points ahead.
How much does Karma Wealth Builder manage?
₹275 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 Wealth Builder?
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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