Karma Capital Advisors

Karma Capital – Long Only Indian Public Equities


Key Attributes

Inception Date: Jan 2007

Number of Stocks: 20 - 25

Fund Manager Name: Mr. Rushabh Sheth & Mr. Nikhil Desai

Fund Manager Qualification:

Rushabh Sheth: Cost Accountant- Institute of Cost and Work Accountants, India & CFA

Nikhil Desai: MBA -Virginia Tech University , USA

Fund Manager Experience:

Mr. Nikhil is a Director and Co-Founder of KCA. Nikhil’s professional expertise of over 26 years is in the field of Portfolio Management and Research in Listed Equities across several market cycles. At KCA, he is the Portfolio Manager besides contributing to the overall corporate management.

Mr. Rushabh is the Director and Co-Founder of KCA. KCA is an independent India-centric Investment Management and Advisory organization founded in 2005. Rushabh has over 26 years of experience in money management business in India primarily in listed equities.

Investment Objective

The investment objective of the strategy is to achieve long-term capital appreciation by investing with patience and discipline in the Indian capital markets

Portfolio Strategy

Long Only equities

Investment Philosophy

KCA follows a “bottom-up” investment philosophy to conserve and build wealth over longer periods and across market cycles.

KCA’s Investment Philosophy is centered on –

• Value investing with a margin of safety
• Absolute return mindset
• Focus on risk adjusted returns
• Think independently, even sometimes contrarian to general market consensus
• Compound wealth over a medium to long term horizon




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-5.1%-8.4%-5.0%27.0%58.8%17.9%8.6%18.1%13.9%
Nifty 500-0.7%-0.7%-1.6%20.9%37.2%16.5%13.8%14.8%11.6%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
TATA COMMUNICATIONS LTD 13.77
ZEE ENTERTAINMENT ENTERPRISES LTD 8.49
CIPLA LTD 7.17
TATA MOTORS LTD - DVR 6.91
ALKEM LABORATORIES LTD 6.86
JUBILANT PHARMOVA LTD 5.81
TV18 BROADCAST LTD 5.63
HITACHI ENERGY INDIA LTD 5.08
BHARTI AIRTEL LTD 4.88
ICICI SECURITIES LTD 4.52
Top 10 Equity Holdings 69.13

Sector Allocation


Holding %
Consumer Services 0.47
Consumer Durables & Apparel 1.46
Utility 1.68
Cash 3.71
Consumer Staples 4.66
Automobiles & Components 5.11
Materials 8.05
Industrials 8.31
Financials 12.69
Media & Entertainment 16.06
Health Care 17.41
Telecom 20.39

Market Cap Allocation


Allocations %
Large Cap 22.7
Mid Cap 35.1
Small Cap 40.9
Cash 1.3

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 22.



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