KB Capital Markets Pvt. Ltd. • Equity
Diversified Equity Portfolio is an equity portfolio management service (PMS) strategy run by KB Capital Markets Pvt. Ltd., launched on 2 Nov 2004. It manages ₹333 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +1.94% over 1 year, +14.80% over 3 years and +15.87% over 5 years (+20.29% 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 | +9.70% |
| 3 Months | -6.87% |
| 1 Year | +1.94% |
| 3 Years | +14.80% |
| 5 Years | +15.87% |
| Since Inception | +20.29% |
| management fee | Fixed Fees: 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 |
| 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 callDiversified Equity Portfolio has a 1-year return of +1.94%, a 3-year return of +14.80%, a 5-year return of +15.87% and +20.29% since inception. Past performance is not indicative of future results.
Diversified Equity Portfolio manages ₹333 Cr of client assets.
The fee structure for Diversified Equity Portfolio includes: management fee: Fixed Fees: 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; performance fee: Variable Fees: Profit Sharing : 10%; exit load: Nil.
The minimum investment for Diversified Equity Portfolio is ₹50 Lakhs.
Diversified Equity Portfolio was launched on 2 Nov 2004. It has a 21-year track record.
Description
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