Ideal Investment Horizon: 5-7 Years
All Weather Investment Approach
The primary objective of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes.
Ckredence Wealth Management Pvt. Ltd.
Flexicap
PMS SEBI Regn No. INP000007164
Investment Objective
The primary objective of portfolio manager of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes such as Indian equity, offshore mutual fund schemes/ETFs and gold ETFs with an objective of giving investors an enhanced diversification. The proposed portfolio normally invests in 30-35 Stocks.
Investment Approach
Here, portfolio will be designed to capture benefits of all asset classes be it domestic equity, overseas equity and gold. Portfolio would be having following weights.
Domestic Equity – 60% to 100%
Offshore Equity through ETF – 0% to 20%
Gold through ETF – 0% to 20%
Globally, there are many superior businesses which are either not available in India or are in very nascent stage. Overseas ETF would capture it.
All Weather Vs BSE 500 TRI
All Weather Returns (%)
As on 31st July, 2026
Note:
All return are in TWRR (Annualised)
Past performance of the portfolio does not indicate the future performance of any of the strategies
Returns are after fees and all expenses
Perofrmance data provided above is not verified by any regulatory authority/SEBI
All Weather Details
As on 31st July, 2026
Benchmark
S&P BSE 500 TRI
Research Based
Fundamental
Date Of Inception
11 June, 2021
Fund Age
5+ Years
Min Investment Amt.
₹ 5000000
Min SIP Amt.
₹ 200000
Variable Fees
AMC : 0.25% Hurdle: 7% Profit Sharing: 25%
Fixed Fees
AMC Charges: 2.50%
Asset Class
Equity, Mutual Fund, Gold, Offshore ETFs
Sector Allocation
As on 31st July, 2026
Holding
%
Capital Goods
13.34%
Healthcare
24.01%
Metals & Mining
10.96%
Automobile and Auto Components
10.40%
Textiles
8.79%
246+ Cr
Total AUM
51.3
Portfolio P / E
32
Total Stocks
5+ Years
Fund Age
Market Cap Allocation
As on 31st July, 2026
Allocations
%
LARGE CAP
30.44
MID CAP
25.84
SMALL CAP
39.67
ETF
0.00
CASH
4.06
Know Your Fund Manager
Mr. Kartik Mehta
Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services and has recently joined the Ckredence team. 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: 22+ Years
Scheme Managed: 06
Custodian: Orbis Financial Corporation Limited
FAQs
A portfolio manager is a body corporate, which, pursuant to a contract with a client, advises or directs or undertakes on behalf of the client (whether as a discretionary portfolio manager or otherwise) the management or administration of a portfolio of securities or goods or funds of the client.
