Ckredence Wealth Management PMS strategies
Ckredence Wealth Management runs 7 portfolio management strategies listed with APMI, managing ₹895 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| All Weather | Equity | KARTIK B MEHTA | ₹256 Cr | +14.51% | +5.30 pts | 2.50% fixed or 0.25% + 25% of profits over 7% | ₹50 Lakhs | Sep 2026 |
| Business Cycle Fund | Equity | KARTIK B MEHTA | ₹217 Cr | — | — | 2.5% fixed or 0.25% + 25% of profits over 7% | ₹50 Lakhs | Sep 2026 |
| Ice Growth | Equity | KARTIK B MEHTA | ₹211 Cr | — | — | 1.5% fixed or 1.25% + 25% of profits over 12% | ₹50 Lakhs | Sep 2026 |
| Diversified Multicap | Equity | KARTIK B MEHTA | ₹169 Cr | +15.70% | +6.49 pts | 2.50% fixed or 0.25% + 25% of profits over 7% | ₹50 Lakhs | Sep 2026 |
| Focus Multicap | Equity | KARTIK B MEHTA | ₹37.29 Cr | +13.77% | +7.71 pts | 2.50% fixed or 0.25% + 25% of profits over 7% | ₹50 Lakhs | Sep 2026 |
| Akta Flexicap Investment Approach | — | KARTIK B MEHTA | ₹3.47 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Wealth Preserve | Debt | — | ₹1.5 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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