Ideal Investment Horizon: 5-7 Years
Diversified Investment Approach
Diversification Investment Approach intends to invest in baskets of stocks with no undue concentration in any stock or sector.
Ckredence Wealth Management Pvt. Ltd.
Multi Cap
PMS SEBI Regn No. INP000007164
Investment Objective
Diversification Investment Approach intends to invest in baskets of stocks with no undue concentration in any stock or sector. The process of diversification may help control risk in the portfolio. The Portfolio manager aims to generate long term capital appreciation and superior returns by investing across market capitalizations. The proposed portfolio would normally invest in 45-50 Stocks.
Investment Approach
The Portfolio manager aims to generate long term capital appreciation and superior returns by investing in companies across the businesses where there is strong sustainable competitive advantage, pricing power and scalability. That should be further supported by corporate governance, low leverage, high return ratios and free cash flows and optimal capital allocation track-record.
The Portfolio Manager aims to maintain a diversified portfolio by investing in a basket of stocks across market capitalization, without any undue concentration in any stock or sector.
The Investment Approach follows a mix of a top-down and a bottom-up approach. Generally large-cap stocks are picked up using top-down approach whereas bottom-up style is useful for small and midcap identification. The prominence given to the top-down vs. bottom-up approach would vary from time to time depending on macroeconomic, sectoral and company specific fundamentals.
Diversified Vs BSE 500
Diversified 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
Diversified Details
As on 31st July, 2026
Benchmark
S&P BSE 500 TRI
Research Based
Fundamental
Date Of Inception
23 June, 2021
Fund Age
5+ Years
Min Investment Amt.
₹ 1,00,00,000
Min SIP Amt.
₹ 500000
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
25.90%
Automobile and Auto Components
12.95%
Capital Goods
11.85%
Metals & Mining
10.41%
Textiles
10.41%
146+ Cr
Total AUM
40.7
Portfolio P / E
30
Total Stocks
5+ Years
Fund Age
Market Cap Allocation
As on 31st July, 2026
Allocations
%
LARGE CAP
19.67
MID CAP
23.19
SMALL CAP
51.57
ETF
0.00
CASH
5.57
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.
