AIF · Equity · CAT III - LONG ONLY
Karma Capital India Fund - Series 1
IRRSince inception20.42%
1Y return33.50%
Minimum investment₹1 Crore
Fund age2 yrs 4 mo
Fund Manager
Growth of₹Cr
Karma Capital India Fund Series 1
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Karma Capital India Fund Series 1 | — | 33.50% | — | — | — | 20.42% |
| Nifty 500 | −9.50% | 51.19% | — | — | — | 33.77% |
| Excess over benchmark | — | −17.69% | — | — | — | −13.35% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2024.
Risk : What you take on to earn the return
Volatility
10.18%
Benchmark approx 14.84%
A standard deviation reflecting historical swings.
Sensitivity
0.49
Beta vs benchmark 1.00 · 51% less reactive
How strongly the scheme moves with the index.
Risk-reward
2.23
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Stocks
26
P/E ratio
42.58
P/B ratio
6.56
Dividend yield
0.18%
Avg market cap
₹1.10 L Cr
Median market cap
₹26,306 Cr
Asset class
Equity
Market cap
Large cap20.73%
Mid cap16.89%
Small cap45.38%
Cash & others17.00%
As on 31 Aug 2024
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