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ALL WEATHER

Ckredence Wealth Management Pvt Ltd

217.30 CR AUM

ALL WEATHER

ALL WEATHER

Ckredence Wealth Management Pvt Ltd

217.30 CR AUM

BSE 500 TRI
Benchmark
4yr 11mo
Age
EQUITY
Strategy
AMC Charges - 2.50%
Fixed Fees
AMC : 0.25% Hurdle : 7% Profit Sharing : 25%
Variable Fees
1st Year : 2% 2nd Year : 1% 3rd Year : 0%
Exit Load
BSE 500 TRI
Benchmark
4yr 11mo
Age
EQUITY
Strategy
AMC Charges - 2.50%
Fixed Fees
AMC : 0.25% Hurdle : 7% Profit Sharing : 25%
Variable Fees
1st Year : 2% 2nd Year : 1% 3rd Year : 0%
Exit Load
Fund manager

kartik b mehta

Fund Manager
EQUITYStrategies

Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 20+ years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd. Canara Robeco Asset Management Ltd. Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.

Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 20+ years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd. Canara Robeco Asset Management Ltd. Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.

Purpose

All Weather investment approach focuses on generating consistent outcomes across different market conditions through diversified exposure and disciplined allocation and selection strategy. The strategy balances steady state and lane changing businesses, compounding and cyclical businesses, and combines active management with a buy and hold approach. The portfolio construction emphasizes a mix of top down and bottom up investing to capture opportunities across sectors and market environments while maintaining broad based alpha rather than relying on concentrated bets. The portfolio typically holds diversified positions with examples such as Laurus Labs Ltd., Bharat Electronics Ltd., Cochin Shipyard Ltd., Hindustan Zinc Ltd., Sundaram Finance Ltd., Samvardhana Motherson International Ltd., and sector ETFs like Nippon India ETF Nifty IT and Aditya Birla Sun Life Nifty Healthcare ETF. Sector exposure includes healthcare, capital goods, information technology, financial services, metals and mining, automobile and auto components, chemicals, consumer durables, construction materials, power and services, reflecting a diversified investment approach designed to capture opportunities across multiple economic drivers. Portfolio allocation illustrates exposure across large cap, mid cap and small cap companies with approximate allocation of about 44.54 percent large cap, 24.30 percent mid cap and 20.78 percent small cap holdings, supported by diversified sector positioning. Sector agnostic. Market cap combination of large cap, mid cap and small cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
11.42%
1M benchmark return
10.38%
Alpha
1.04%
1M Wealth multiple
1.11x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
11.42%
1M benchmark return
10.38%
Alpha
1.04%
1M Wealth multiple
1.11x

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