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Ckredence Wealth Management Pvt Ltd
Ckredence Wealth Management Pvt Ltd

Ckredence Wealth Management Pvt Ltd

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AUM ₹ 517.55 Cr (As on Feb, 2025)
No. of schemes 4
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About Ckredence Wealth Management Pvt Ltd

Ckredence Wealth Management Pvt Ltd manages assets worth Rs 517.55 crores. Its current offering of PMS schemes includes 3 Flexicap and 1 Multi Cap schemes.

Portfolio MANAGERS

Kartik Bhaskerray Mehta
Kartik Bhaskerray Mehta
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +1.92 %
Profile

Mr Kartik Bhaskerray Mehta is the FUND MANAGER of Portfolio Management Services and has joined the Ckredence team two years ago. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 17 years of experience in Finance and Equity Management, he has a strong belief in balancing top-down and bottom-up approaches and never compromising on risk, which has helped generate excellent returns for our investors.. Having worked with various esteemed institutions like IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd.,  Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Ckredence Wealth - All Weather Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
20 Out of 62
Fixed Fee
2.25%
Business Cycle Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
FLEXICAP
Category Rank
24 Out of 62
Fixed Fee
No Option
Ckredence Wealth - Diversified Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
66 Out of 171
Fixed Fee
2.25%
ICE Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
40 Out of 62
Fixed Fee
2.25%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Ckredence Wealth - All Weather Fund
20Out of 4
-7.22%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
7.00%
2.25%
Business Cycle Fund
24Out of 4
-7.77%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
8.00%
No Option
Ckredence Wealth - Diversified Fund
66Out of 4
-8.29%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
7.00%
2.25%
ICE Growth
40Out of 4
-9.55%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
7.00%
2.25%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Ckredence Wealth Management Pvt Ltd ?
The total AUM managed by Ckredence Wealth Management Pvt Ltd is ₹517.55 crores
What is the total number of schemes managed by Ckredence Wealth Management Pvt Ltd ?
The total number of schemes managed by Ckredence Wealth Management Pvt Ltd is 4
What is the best performing PMS scheme of Ckredence Wealth Management Pvt Ltd in 1 year ?
The best performing PMS scheme of Ckredence Wealth Management Pvt Ltd in 1 year is Business Cycle Fund.
What is the best performing PMS scheme of Ckredence Wealth Management Pvt Ltd in 3 years?
The best performing PMS scheme of Ckredence Wealth Management Pvt Ltd in 3 years is Ckredence Wealth - Diversified Fund
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