KB Capital Markets PMS strategies
KB Capital Markets runs 2 portfolio management strategies listed with APMI, managing ₹335 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Diversified Equity Portfolio | Equity | — | ₹333 Cr | +14.80% | — | 10% of profits | ₹50 Lakhs | — |
| Concentrated Diversified Equity | Equity | — | ₹2.01 Cr | — | — | 10% of profits | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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