- Manager
- KB Capital Markets
- Service
- Discretionary
- Asset class
- Equity
Diversified Equity Portfolio
−2.92%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
KB Capital Markets’ Diversified Equity Portfolio returned −2.92% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹308 crore across its clients.
Key numbers
- AUM
- ₹308 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.46×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.70% | −6.03% | +2.33% |
| 3 months | −2.85% | −4.91% | +2.06% |
| 6 months | +9.97% | +2.13% | +7.84% |
| 1 year | −2.92% | −7.09% | +4.17% |
| 2 years | −2.28% | −5.29% | +3.01% |
| 3 years | +9.80% | +6.06% | +3.74% |
| 4 years | +13.44% | +8.48% | +4.96% |
| 5 years | +11.45% | +6.38% | +5.07% |
| Since inception | +19.88% | +14.57% | +5.31% |
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 equity93.10%₹287 Cr
- Cash and other3.60%₹11.10 Cr
- Mutual funds3.30%₹10.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.70 Cr
- Outflow, Sep 2026
- ₹0.15 Cr
- Net, Sep 2026
- ₹0.54 Cr
- Net, FY to date
- −₹20.02 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.46×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Diversified Equity Portfolio returned?
−2.92% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.70%; 3 months: −2.85%; 6 months: 9.97%; 1 year: −2.92%; 2 years: −2.28%; 3 years: 9.80%; 4 years: 13.44%; 5 years: 11.45%; Since inception: 19.88%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 4.17 percentage points ahead.
How much does Diversified Equity Portfolio manage?
₹308 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 Diversified 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app