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Diversified Equity Portfolio
KB Capital Markets Pvt. Ltd.
333.41 CR AUM
Diversified Equity Portfolio
KB Capital Markets Pvt. Ltd.
333.41 CR AUM
Nifty 50 TRI
Benchmark
21yr 6mo
Age
EQUITY
Strategy
AMC Charge : 0.50% per annum
Asset under Custody Fee : 0.015% per annum
SEBI Custody Fee : 0.0005% per annum
Transaction Charges as levied by NSE
Fixed Fees
Profit Sharing : 10%
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
21yr 6mo
Age
EQUITY
Strategy
AMC Charge : 0.50% per annum
Asset under Custody Fee : 0.015% per annum
SEBI Custody Fee : 0.0005% per annum
Transaction Charges as levied by NSE
Fixed Fees
Profit Sharing : 10%
Variable Fees
NIL
Exit Load
kaushik poddar
Fund Manager
EQUITYStrategies
Mr. Kaushik Poddar, heads the PMS division and has been the key person behind the excellent investment ideas generated by the Company. Mr. Poddar has been with our Company for over 26 years now, prior to which he was the Fund Manager at Morgan Stanley for two years and at SBI Mutual Fund for six years.
Purpose
To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.
Investment Approach v/s Benchmark Metrics
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1M IA return
9.70%
1M benchmark return
10.24%
Alpha
-0.54%
1M Wealth multiple
1.10x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
9.70%
1M benchmark return
10.24%
Alpha
-0.54%
1M Wealth multiple
1.10x
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