Ckredence Wealth Management Pvt Ltd • Equity
Business Cycle Fund is an equity portfolio management service (PMS) strategy run by Ckredence Wealth Management Pvt Ltd, launched on 10 Nov 2023. As of 30 Sep 2026, it manages ₹217 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +11.82% over 1 year (+15.25% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 18.91 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by KARTIK B MEHTA.
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 | -4.78% |
| 3 Months | -0.49% |
| 1 Year | +11.82% |
| Since Inception | +15.25% |
| management fee | Fixed Fees: AMC Charges: 2.5% |
| 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 callBusiness Cycle Fund has a 1-year return of +11.82% and +15.25% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Business Cycle Fund returned +11.82% against -7.09% for the Nifty 50 TRI, 18.91 percentage points ahead. Figures as of 30 Sep 2026.
Business Cycle Fund is managed by KARTIK B MEHTA at Ckredence Wealth Management. The strategy manages ₹217 Cr of client assets as of 30 Sep 2026.
Business Cycle Fund manages ₹217 Cr of client assets as of 30 Sep 2026.
The fee structure for Business Cycle Fund includes: management fee: Fixed Fees: AMC Charges: 2.5%; 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 Business Cycle Fund is ₹50 Lakhs.
Business Cycle Fund was launched on 10 Nov 2023. It has a 2-year track record.
Description
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