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ICE Growth
ICE Growth

ICE Growth

  • Ckredence Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 30
    Out of 235*
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Portfolio age1 year, 2 months
5.22%
4.27%
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

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 (3.63%)
Allocation by Market Cap
Small Cap (34.21%)
Mid Cap (31.75%)
Large Cap (30.41%)
Sector Holdings
  • Financial Services23.29%
  • Healthcare19.94%
  • Capital Goods15.57%
  • Consumer Services7.4%
  • Chemicals7.4%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Kartik Bhaskerray Mehta
  • Manager Rank 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
Oct 01, 2024
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
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

ICE Growth Investment Approach intends to invest in baskets of stocks covering consumption, exports and investment aspects of the economy 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.

Investment Approach

Portfolio would be designed keeping three important pillars of an economy in mind. Objective of the scheme is to ensure that investor does not miss out any specific pillar centric opportunity. These three pillars are Consumption both necessary & discretionary Exports Goods & Service and Investment Public & Private. Portfolio would be having exposure to all the three pillars with dynamic approach in terms of their respective weights.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ICE Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
44 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.22%
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 ICE Growth?
The hurdle rate of ICE Growth is 8.00% or 7.00%.
What is the fixed fee charged in ICE Growth ?
The fixed fee charged in ICE Growth is 2.50% or 0.75% or 0.25%.
What is the variable fee charged in ICE Growth ?
There is no option for Variable fee.
What is the profit sharing in ICE Growth ?
The profit sharing in ICE Growth is 25% Profit Sharing above 7% Hurdle or 20% Profit Sharing above 8% Hurdle.
What is the minimum investment in ICE Growth ?
The minimum investment in ICE Growth is ₹50 Lacs
What type of scheme is ICE Growth?
ICE Growth is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of ICE Growth?
The inception date of ICE Growth is Oct 01, 2024.
What is the exit load of ICE Growth?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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