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Diversified Equity Portfolio

Diversified Equity Portfolio is a Equity Portfolio Management Service launched by KB Capital Markets Pvt. Ltd. on November 2004. Managed by Mr.Kaushik Poddar, the fund holds ₹311 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a 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 fee and Profit Sharing : 10%% performance fee. Trailing returns: -4.49% (1Y), 13.11% CAGR (3Y), 20.12% since inception. Performance data as of July 2026.

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Diversified Equity Portfolio

KB Capital Markets Pvt. Ltd.

311.19 CR AUM

Diversified Equity Portfolio

Diversified Equity Portfolio

KB Capital Markets Pvt. Ltd.

311.19 CR AUM

Nifty 50 TRI
Benchmark
21yr 8mo
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 8mo
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
Fund manager

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.

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.

What is this fund's investment objective?

To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.

How has Diversified Equity Portfolio performed?

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Wealth Creation Calculator

1M IA return
-1.40%
1M benchmark return
-1.72%
Alpha
0.32%
1M Wealth multiple
0.99x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
-1.40%
1M benchmark return
-1.72%
Alpha
0.32%
1M Wealth multiple
0.99x

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