- Manager
- KB Capital Markets
- Service
- Discretionary
- Asset class
- Equity
Concentrated Equity Portfolio
−1.76%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
KB Capital Markets’ Concentrated Equity Portfolio returned −1.76% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹2.02 crore across its clients.
Key numbers
- AUM
- ₹2.02 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.57×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.65% | −6.03% | +2.38% |
| 3 months | −2.74% | −4.91% | +2.17% |
| 6 months | +11.78% | +2.13% | +9.65% |
| 1 year | −1.76% | −7.09% | +5.33% |
| 2 years | −1.72% | −5.29% | +3.57% |
| Since inception | −0.76% | −4.05% | +3.29% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.53%₹1.95 Cr
- Cash and other2.97%₹0.06 Cr
- Mutual funds0.50%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.02×
- Turnover, past year
- 0.57×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Concentrated Equity Portfolio returned?
−1.76% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.65%; 3 months: −2.74%; 6 months: 11.78%; 1 year: −1.76%; 2 years: −1.72%; Since inception: −0.76%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 5.33 percentage points ahead.
How much does Concentrated Equity Portfolio manage?
₹2.02 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Concentrated Equity Portfolio?
KB Capital Markets, a SEBI-registered portfolio manager (INP000001041), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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