PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Karma Capital Lotus
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
22 February 2023
Min. Investment
50,00,000
AUM (₹ Cr)
20.29
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.23%

3.64%

11.05%

NA NA

27.27%

Benchmark
S&P BSE 500 Total Return Index
Inception
24 April 2012
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.25%

23.44%

-1.21%

18.10%

23.69%

NA
Benchmark
NIFTY 50 Total Return Index
Inception
3 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
15.54
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.27%

3.29%

NA NA NA

6.78%

Benchmark
S&P BSE 500 Total Return Index
Inception
28 July 2009
Min. Investment
50,00,000
AUM (₹ Cr)
23.31
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.27%

0.43%

1.19%

9.41%

9.05%

11.68%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2013
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.27%

7.36%

10.44%

21.59%

20.34%

NA
Benchmark
NIFTY 50 Total Return Index
Inception
13 October 2023
Min. Investment
50,00,000
AUM (₹ Cr)
0.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.31%

9.37%

11.42%

NA NA

20.39%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 October 2021
Min. Investment
50,00,000
AUM (₹ Cr)
1.69
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.31%

-4.19%

5.16%

9.81%

NA

5.22%

Benchmark
S&P BSE 500 Total Return Index
Inception
27 July 2022
Min. Investment
NA
AUM (₹ Cr)
51.98
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.32%

0.61%

4.73%

16.05%

NA

17.05%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 December 2021
Min. Investment
50,00,000
AUM (₹ Cr)
110.31
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.33%

2.69%

-21.09%

6.34%

NA

6.29%

Benchmark
S&P BSE 500 Total Return Index
Inception
8 August 2019
Min. Investment
50,00,000
AUM (₹ Cr)
2.83
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-0.34%

2.96%

-9.22%

NA NA

21.49%