IA Insight Report
IA Insight REPORT

Diversified Equity Portfolio

Investment Approach Details

₹369.97

(AUM CR)
   

KB Capital Markets Pvt. Ltd.

Nifty 50 TRI

Equity

Equity

02/11/2004

21.1 Years

5000000

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

Profit Sharing : 10%

Nil

   

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

Fund Manager Details

Mr.Kaushik Poddar

NA

NA

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/11/2025

0.03

0.52