Diversified Equity Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -1.40%
- 3M
- -4.24%
- 6M
- -8.68%
- 9M
- —
- 1Y
- -4.49%
- 2Y
- +3.56%
- 3Y
- +13.11%
- 4Y
- +15.23%
- 5Y
- +13.37%
- Since Inception
- +20.12%
- Strategy AUM
- ₹311 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −1.40% | −1.72% | +0.32% |
| 3 Months | −4.24% | −6.30% | +2.06% |
| 6 Months | −8.68% | −9.87% | +1.19% |
| 1 Year | −4.49% | −3.84% | −0.65% |
| 2 Years | +3.56% | +3.35% | +0.21% |
| 3 Years | +13.11% | +9.53% | +3.58% |
| 4 Years | +15.23% | +10.37% | +4.86% |
| 5 Years | +13.37% | +9.87% | +3.50% |
| Since Inception | +20.12% | +14.99% | +5.13% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −1.40% | −1.72% | +0.32% |
| Apr-2026 | +9.70% | +10.24% | −0.54% |
| Mar-2026 | −11.46% | −13.52% | +2.06% |
| Feb-2026 | +1.74% | −0.50% | +2.24% |
| Jan-2026 | −4.94% | −3.04% | −1.90% |
| Dec-2025 | −1.40% | −0.28% | −1.12% |
| Nov-2025 | +0.55% | +1.92% | −1.37% |
| Oct-2025 | +3.99% | +4.62% | −0.63% |
| Sep-2025 | +0.68% | +0.77% | −0.09% |
| Aug-2025 | −1.95% | −1.21% | −0.74% |
| Jul-2025 | −0.53% | −2.77% | +2.24% |
| Jun-2025 | +1.86% | +3.37% | −1.51% |
| May-2025 | +5.24% | +1.92% | +3.32% |
Strategy Details
APMI fact sheet
- Inception
- 02 Nov 2004
- Age
- 21.7 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.49×
- Turnover (1M)
- 0.09×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization.
Fund Managers
1 manager
Name
Mr.Kaushik Poddar
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- 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
- 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
- Diversified Equity Portfolio
- 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.