PMS

Ckredence Diversified PMS

Multi Cap · Portfolio Management Services

Ckredence Diversified PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Kartik Bhaskerray Mehta. It has returned +22.60% over 1 year, +18.89% over 3 years, +16.73% over 5 years, as reported by the fund manager. It manages about ₹164.7 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+5.36%Benchmark -0.09%
3 months
+9.22%Benchmark +3.86%
6 months
+17.83%Benchmark +1.43%
1 year
+22.60%Benchmark +4.72%
2 years
+9.94%Benchmark -0.11%
3 years
+18.89%Benchmark +12.09%
5 years
+16.73%Benchmark +10.90%
Since inception
+18.63%Benchmark +12.15%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Kartik Bhaskerray Mehta
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹164.7 Cr
Inception: 23 June 2021
Minimum investment: ₹50 lakh
Holding: %
Healthcare: 31.66
BFSI: 20.35
Automobile and Auto Components: 6.56
Metals & Mining: 19.12
Consumer Durables: 5.07

Common questions

What are the returns of Ckredence Diversified PMS?

Ckredence Diversified PMS has returned +5.36% (1 month), +9.22% (3 months), +17.83% (6 months), +22.60% (1 year), +9.94% (2 years), +18.89% (3 years), +16.73% (5 years), +18.63% (Since inception). Periods over one year are annualised.

What is the minimum investment for Ckredence Diversified PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Ckredence Diversified PMS?

The fund manager is Mr. Kartik Bhaskerray Mehta.