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Ckredence Wealth - Diversified Fund
Ckredence Wealth - Diversified Fund

Ckredence Wealth - Diversified Fund

  • Ckredence Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 41
    Out of 168*
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PMS Bazaar
Portfolio age4 years, 5 months
5.07%
4.27%
Hurdle Rate**8.00% or 7.00%
Fixed fee2.50% or 0.75% or 0.25%
Min. Investment₹1 Cr
*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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (6.21%)
Allocation by Market Cap
Small Cap (33.34%)
Mid Cap (24.57%)
Large Cap (35.38%)
Sector Holdings
  • Healthcare22.87%
  • Capital Goods16.09%
  • Financial Services15.55%
  • Automobile and Auto Components10.84%
  • Metals & Mining8.33%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Kartik Bhaskerray Mehta
  • Manager Rank41 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr8.29%
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
  • table
  • Grid
Compare
Ckredence Wealth - All Weather Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
29 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.77%
Benchmark Return
4.27%
ICE Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
44 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.22%
Benchmark Return
4.27%
Ckredence Wealth - Diversified Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
50 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.07%
Benchmark Return
4.27%
Business Cycle Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
74 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
4.42%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Jun 23, 2021
Min. Investment
₹1 Cr
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
i
Time Weighted Rate of Return

bt_logoFEE 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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bt_logoINVESTMENT PHILOSOPHY

Objective

Diversification Investment Approach intends to invest in baskets of stocks with no undue concentration in any stock or sector. The process of diversification may help control risk in the portfolio. The Portfolio manager aims to generate long-term capital appreciation and superior returns by investing across market capitalizations. The proposed portfolio would normally invest in 35 - 45 Stocks.

Investment Approach

The Investment Approach follows a mix of a top-down and a bottom-up approach. Generally large-cap stocks are picked up using a top-down approach whereas bottom-up style is useful for small and midcap identification. The prominence given to the top-down vs. bottom-up approach would vary from time to time depending on macroeconomic, sectoral and company specific fundamentals

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Ckredence Wealth - Diversified Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
50 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.07%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Ckredence Wealth Management Pvt Ltd
Ckredence Wealth Management Pvt Ltd manages assets worth Rs 704.15 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

704.15 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Ckredence Wealth - All Weather Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
29 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.77%
Benchmark Return
4.27%
ICE Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
44 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.22%
Benchmark Return
4.27%
Ckredence Wealth - Diversified Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
50 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.07%
Benchmark Return
4.27%
Business Cycle Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
74 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
4.42%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Ckredence Wealth - Diversified Fund?
The hurdle rate of Ckredence Wealth - Diversified Fund is 8.00% or 7.00%.
What is the fixed fee charged in Ckredence Wealth - Diversified Fund ?
The fixed fee charged in Ckredence Wealth - Diversified Fund is 2.50% or 0.75% or 0.25%.
What is the variable fee charged in Ckredence Wealth - Diversified Fund ?
There is no option for Variable fee.
What is the profit sharing in Ckredence Wealth - Diversified Fund ?
The profit sharing in Ckredence Wealth - Diversified Fund is 25% Profit Sharing above 7% Hurdle or 20% Profit Sharing above 8% Hurdle.
What is the minimum investment in Ckredence Wealth - Diversified Fund ?
The minimum investment in Ckredence Wealth - Diversified Fund is ₹1 Cr
What type of scheme is Ckredence Wealth - Diversified Fund?
Ckredence Wealth - Diversified Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Ckredence Wealth - Diversified Fund?
The inception date of Ckredence Wealth - Diversified Fund is Jun 23, 2021.
What is the exit load of Ckredence Wealth - Diversified Fund?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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