Strategy performance
KARMA CAPITAL MAGNOLIA
KARMA CAPITAL ADVISORS Private. Limited. · AUM ₹9.42 Cr · as of Sep 2026
Our read
₹100 grew to ₹145.9 since inception (+11.1% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −17.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+9.2%
+1.1% vs benchmark
Since inception
+11.1%
Max drawdown
−17.7%
Volatility
+15.4%
Peer position
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Performance
KARMA CAPITAL MAGNOLIA₹145.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.3% | +1.3% | −11.7% | +15.9% | +0.7% | +3.5% | +1.2% | +0.1% | −5.5% | −1.1% | |||
| 2025 | −1.3% | −6.9% | +5.9% | +2.3% | +3.4% | +3.1% | −2.3% | −1.8% | −0.5% | +1.9% | +2.9% | −2.1% | +3.8% |
| 2024 | +1.1% | +4.1% | +1.8% | +0.1% | +5.3% | +6.2% | +1.7% | −0.3% | −5.7% | −0.2% | −1.4% | +12.9% | |
| 2023 | −0.9% | −0.3% | +1.3% | +2.5% | +3.0% | +6.9% | −0.7% | +0.6% | −1.8% | +7.6% | +5.5% | +25.8% |
Metrics
Tearsheet- 1M return
- −5.5%
- 3M return
- −4.2%
- 6M return
- +15.6%
- 1Y return
- +1.5%
- 2Y CAGR
- −2.3%
- 3Y CAGR
- +9.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +11.1%
- Total return
- +45.9%
- Average month
- +1.0%
- Median month
- +1.1%
- Average up month
- +3.4%
- Best month
- +15.9%
- Best rolling 12M
- +42.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
KARMA CAPITAL MAGNOLIA performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has KARMA CAPITAL MAGNOLIA performed?
- KARMA CAPITAL MAGNOLIA (KARMA CAPITAL ADVISORS Private. Limited.) shows CAGR 11.13% and max drawdown -17.71% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is KARMA CAPITAL MAGNOLIA CAGR / max drawdown?
- CAGR is 11.13%; max drawdown is -17.71%. We only publish CAGR when there are enough months (≥12 on this track of 43 months). Learn more
- Where do KARMA CAPITAL MAGNOLIA returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite KARMA CAPITAL MAGNOLIA?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more