Ckredence Wealth - All Weather Fund

Ckredence Wealth Management Pvt Ltd
Multi Cap AND Flexi Cap

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Share

Portfolio age5 years, 4 months

3.56%

-0.09%

Hurdle Rate**8.00% or 7.00%

Fixed fee2.50% or 0.75% or 0.25%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (3.33%)

Allocation by Market Cap

Small Cap (40.56%)

Mid Cap (25%)

Large Cap (31.11%)

Sector Holdings

Healthcare16.75%
Automobile and Auto Components14.03%
Metals & Mining11.8%
Capital Goods10.9%
Textiles8.64%

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Kartik Bhaskerray Mehta

Manager Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

Profile

Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 20+ years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.

Other Schemes

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

266.44

(As on Aug, 2026)

Inception Date

Jun 11, 2021

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Not Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50% or 0.75% or 0.25%

Variable Fee

No Option

Hurdle Rate

8.00% or 7.00%

Profit Sharing

25% Profit Sharing above 7% Hurdle or 20% Profit Sharing above 8% Hurdle

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INVESTMENT PHILOSOPHY

Objective

All Weather Fund intends to invest with the objective of generating long-term wealth by identifying and investing in sectors and companies that are at the cusp of the growth cycle. The focus will be to invest in a calibrated manner in a few sectors across market capitalization with the aim of benefiting from business cycle revival. The proposed portfolio would normally invest in 25-35 stocks.

Investment Approach

To identify businesses that, after facing temporary headwinds, have started witnessing a turnaround and have good growth potential and scalability with favorable industry dynamics. The focus will remain on high standards of corporate governance, balance sheet comfort, along with reasonable valuations.