Ckredence-Business Cycle Fund

EQUITY FLEXI CAP

Aims to generate long-term wealth by identifying and investing in sectors and companies at the cusp of a growth cycle.

+12.63%

1Y annualised returns

-0.28%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

10 Nov '23

Total AUM

₹133.75Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity93.0%

Cash7.0%

Equity market cap split

Small Cap44.5%

Large Cap27.4%

Mid Cap24.6%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

KB
Kartik Bhaskerray Mehta
Fund Manager, Portfolio Management Services
View details

About

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.

Experience

Over 20 years of experience in finance and equity markets.

Investment philosophy

Specializes in finance and equity management.

Previously worked at