Ckredence Wealth Management Pvt Ltd • Equity
All Weather is an equity portfolio management service (PMS) strategy run by Ckredence Wealth Management Pvt Ltd, launched on 11 Jun 2021. As of 30 Sep 2026, it manages ₹256 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.49% over 1 year, +14.51% over 3 years and +13.56% over 5 years (+14.86% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 5.30 percentage points ahead of its benchmark. Its 3-year return ranks 127th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by KARTIK B MEHTA.
Ranked nearby on 3-year return: Sameeksha India Equity Fund (+14.56%), Karma Capital Lotus (+14.55%), ICICI Prudential PMS Value Strategy (+14.39%), Unique Strategic Fund (+14.35%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.13% |
| 3 Months | +2.17% |
| 1 Year | +15.49% |
| 3 Years | +14.51% |
| 5 Years | +13.56% |
| Since Inception | +14.86% |
| management fee | Fixed Fees: AMC Charges - 2.50% |
| performance fee | Variable Fees: AMC : 0.25% Hurdle : 7% Profit Sharing : 25% |
| exit load | 1st Year : 2% 2nd Year : 1% 3rd Year : 0% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAll Weather has a 1-year return of +15.49%, a 3-year return of +14.51%, a 5-year return of +13.56% and +14.86% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, All Weather returned +13.56% against +8.91% for the BSE 500 TRI, 4.65 percentage points ahead. Over 3 years it returned +14.51% against +9.21%; Over 1 year it returned +15.49% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, All Weather's 3-year return of +14.51% ranks 127th as of 30 Sep 2026.
All Weather is managed by KARTIK B MEHTA at Ckredence Wealth Management. The strategy manages ₹256 Cr of client assets as of 30 Sep 2026.
All Weather manages ₹256 Cr of client assets as of 30 Sep 2026.
The fee structure for All Weather includes: management fee: Fixed Fees: AMC Charges - 2.50%; performance fee: Variable Fees: AMC : 0.25% Hurdle : 7% Profit Sharing : 25%; exit load: 1st Year : 2% 2nd Year : 1% 3rd Year : 0%.
The minimum investment for All Weather is ₹50 Lakhs.
All Weather was launched on 11 Jun 2021. It has a 5-year track record.
Description
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