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Karma
Karma · Portfolio Management Services
Wealth Builder is a PMS (Portfolio Management Services) strategy from Karma. It has returned +8.40% over 1 year, +12.90% over 3 years, +11.80% over 5 years, as reported by the fund manager. It manages about ₹275 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Wealth Builder has returned -0.50% (1 month), +4.40% (3 months), +24.50% (6 months), +8.40% (1 year), +12.90% (3 years), +11.80% (5 years), +12.80% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Wealth Builder is offered by Karma, a SEBI-registered portfolio manager.
