KB Capital Markets Pvt. Ltd. • Equity
Concentrated Diversified Equity is an equity portfolio management service (PMS) strategy run by KB Capital Markets Pvt. Ltd., launched on 1 Sep 2024. It manages ₹2.01 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +2.45% over 1 year (-1.66% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +10.45% |
| 3 Months | -6.72% |
| 1 Year | +2.45% |
| Since Inception | -1.66% |
| management fee | Fixed Fees: AMC Charge : 0.5% per annum Asset under Custody Fee : 0.015% per annum SEBI Custody Fee : 0.0005% per annum Transaction charges as levies by NSE. |
| performance fee | Variable Fees: Profit Sharing 10% |
| exit load | NIl |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callConcentrated Diversified Equity has a 1-year return of +2.45% and -1.66% since inception. Past performance is not indicative of future results.
Concentrated Diversified Equity manages ₹2.01 Cr of client assets.
The fee structure for Concentrated Diversified Equity includes: management fee: Fixed Fees: AMC Charge : 0.5% per annum Asset under Custody Fee : 0.015% per annum SEBI Custody Fee : 0.0005% per annum Transaction charges as levies by NSE.; performance fee: Variable Fees: Profit Sharing 10%; exit load: NIl.
The minimum investment for Concentrated Diversified Equity is ₹50 Lakhs.
Concentrated Diversified Equity was launched on 1 Sep 2024. It has a 1-year track record.
Description
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