© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −3.6% | −6.0% | +2.4% |
| 3 Months | −2.7% | −4.9% | +2.2% |
| 6 Months | +11.8% | +2.1% | +9.7% |
| 1 Year | −1.8% | −7.1% | +5.3% |
|---|
| 2 Years | −1.7% | −5.3% | +3.6% |
|---|
| 3 Years (CAGR) | 0.0% | +6.1% | −6.1% |
|---|
| 4 Years (CAGR) | 0.0% | +8.5% | −8.5% |
|---|
| 5 Years (CAGR) | 0.0% | +6.4% | −6.4% |
|---|
| Since launch | −0.8% | +10.5% | −11.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 25-month window · Source: Computed from NAV history
Maximum drawdown: 15.9%
KB Capital Markets’s story and investment philosophy are on the KB Capital Markets firm page.
Dilip Khandelwal
Chairman
He was instrumental in transforming a traditional family run brokerage business to an institutional broker and diversifying to services including depository services and portfolio management services. Academically he has done his Graduation from City College, Kolkata and has an experience of over 47 years in Financial Markets.
Prashant Khandelwal
Chief Executive Officer
He has an experience of 29 years in the Financial Markets. Having completed his graduation in Commerce, he has also attended a Program on Portfolio Management and Program on Advanced Financial Management at IIM, Ahmedabad. He is the back bone of the company. He was inducted by the National Stock Exchange (NSE) into the "Committee on Settlement Issues" and had been the Regional Arbitrator for the Exchange for three years. He was also the Chairman of the Standing Committee on Capital Markets at MCC Chanmber of Commerce & Industry.
Bharti Khandelwal
Wholetime Director
Having an experience of over 44 years in the Stock Markets she has been the driving force in the organisation. She has been influential in taking the company to new heights and her determination has been the key to the firm's success.
Kaushik Poddar
Wholetime Director
Mr. Kaushik Poddar, heads the PMS division and has been the key person behind the excellent investment ideas generated by the Company. Mr. Poddar has been with the firm for over 26 years now, prior to which he was the Fund Manager at Morgan Stanley for two years and at SBI Mutual Fund for six years.
Preeti Khandelwal
Wholetime Director
Tanmay Khandelwal
Asst Vice-President
Rakesh Gupta
Vice-President
Rashmi Gupta
Asst Vice-President
Vikash Pachisia
Vice-President
Payal Khandelwal
Chief Technical Officer
Registration No
INP000001041
Fund Manager
Mr.Kaushik Poddar
Principal Officer
Mr.Kaushik Poddar
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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