Ideal Investment Horizon: 5-7 Years
Business Cycle Investment Approach
The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle.
Ckredence Wealth Management Pvt. Ltd.
Flexicap
PMS SEBI Regn No. INP000007164
Investment Objective
The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle. It intends to invests in concentrated manner in few sectors across market capitalizations with 30-35 stocks in the portfolio with aim to reap benefit from business cycle revival.
Investment Approach
The aim is to generate long term wealth by focusing on sectors that had been facing temporary headwinds and has now begin to show the signs of business revival. This may entail investment approach such as top-down or bottom-up approach but may not be restricted to the same while selecting the stocks depending upon available opportunities. Sectoral tailwinds can emerge as a result of economic recovery, exports opportunities, industry consolidation etc. Considering the nature of investment and in order to reap benefit from the business cycle revival, the tenure of holdings can be relatively longer.
The focus would be to identify and invest in companies in those sectors which are fundamentally strong & have good growth potential, scalability with competent management. That should be further supported by top notched corporate governance, low leverage, optimal capital allocation track-record and reasonable valuations. Investment will be done in concentrated manner in 30-35 stocks in few sectors and companies which is backed by thorough research.
Business Cycle Vs Nifty 50 TRI
Business Cycle 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
Business Cycle Details
As on 31st July, 2026
Benchmark
Nifty 50 TRI
Research Based
Fundamental
Date Of Inception
10 November, 2023
Fund Age
2+ Year
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
Sector Allocation
As on 31st July, 2026
Holding
%
Healthcare
18.90%
Automobile and Auto Components
13.99%
Capital Goods
9.13%
Chemicals
8.66%
Information Technology
7.63%
197+ Cr
Total AUM
35.7
Portfolio P / E
34
Total Stocks
2+ Year
Fund Age
Market Cap Allocation
As on 31st July, 2026
Allocations
%
LARGE CAP
26.48
MID CAP
25.73
SMALL CAP
41.64
CASH
6.15
ETF
0.00
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
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