Ckredence Wealth Management Pvt Ltd • Equity
Diversified Multicap is an equity portfolio management service (PMS) strategy run by Ckredence Wealth Management Pvt Ltd, launched on 23 Jun 2021. As of 30 Sep 2026, it manages ₹169 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.60% over 1 year, +15.70% over 3 years and +15.66% over 5 years (+17.57% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 6.49 percentage points ahead of its benchmark. Its 3-year return ranks 100th 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: Green Portfolio Special Fund (+15.71%), Wright Factor Fund (+15.71%), Value Migration Strategy (+15.69%), Abakkus All Cap (FPI) Approach (+15.66%).
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 | -3.27% |
| 3 Months | +3.55% |
| 1 Year | +15.60% |
| 3 Years | +15.70% |
| 5 Years | +15.66% |
| Since Inception | +17.57% |
| management fee | Fixed Fees: AMC Charges : 2.50% |
| performance fee | Variable Fees: AMC : 0.25% Hurdle : 7% Profit Sharing : 25% |
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 callDiversified Multicap has a 1-year return of +15.60%, a 3-year return of +15.70%, a 5-year return of +15.66% and +17.57% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Diversified Multicap returned +15.66% against +8.91% for the BSE 500 TRI, 6.75 percentage points ahead. Over 3 years it returned +15.70% against +9.21%; Over 1 year it returned +15.60% 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, Diversified Multicap's 3-year return of +15.70% ranks 100th as of 30 Sep 2026.
Diversified Multicap is managed by KARTIK B MEHTA at Ckredence Wealth Management. The strategy manages ₹169 Cr of client assets as of 30 Sep 2026.
Diversified Multicap manages ₹169 Cr of client assets as of 30 Sep 2026.
The fee structure for Diversified Multicap includes: management fee: Fixed Fees: AMC Charges : 2.50%; performance fee: Variable Fees: AMC : 0.25% Hurdle : 7% Profit Sharing : 25%.
The minimum investment for Diversified Multicap is ₹50 Lakhs.
Diversified Multicap was launched on 23 Jun 2021. It has a 5-year track record.
Description
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