Concentrated Diversified Equity
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.25%
- 3M
- -3.83%
- 6M
- -8.30%
- 9M
- —
- 1Y
- -4.25%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -2.29%
- Strategy AUM
- ₹2 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.25% | −1.72% | +0.47% |
| 3 Months | −3.83% | −6.30% | +2.47% |
| 6 Months | −8.30% | −9.87% | +1.57% |
| 1 Year | −4.25% | −3.84% | −0.41% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | −2.29% | −2.94% | +0.65% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.25% | −1.72% | +0.47% |
| Apr-2026 | +10.45% | +10.24% | +0.21% |
| Mar-2026 | −11.82% | −13.52% | +1.70% |
| Feb-2026 | +1.90% | −0.51% | +2.41% |
| Jan-2026 | −4.92% | −3.04% | −1.88% |
| Dec-2025 | −1.57% | −0.28% | −1.29% |
| Nov-2025 | +0.45% | +1.92% | −1.47% |
| Oct-2025 | +4.06% | +4.62% | −0.56% |
| Sep-2025 | +0.56% | +0.77% | −0.21% |
| Aug-2025 | −2.05% | −1.21% | −0.84% |
| Jul-2025 | −0.45% | −2.77% | +2.32% |
| Jun-2025 | +1.89% | +3.37% | −1.48% |
| May-2025 | +5.65% | +1.92% | +3.73% |
Strategy Details
APMI fact sheet
- Inception
- 01 Sept 2024
- Age
- 1.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.60×
- Turnover (1M)
- 0.06×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate capital appreciation by investing in a portfolio of equity and equity-related instruments with higher concentration on medium and small market-cap stocks in the portfolio mix.
Fund Managers
1 manager
Name
Kaushik Poddar
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- 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.
- Variable fees
- Profit Sharing 10%
- Exit load
- NIl
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- KB Capital Markets Pvt. Ltd.
- Strategy
- Concentrated Diversified Equity
- Benchmark
- Nifty 50 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.