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FOCUS MULTICAP
Ckredence Wealth Management Pvt Ltd
77.66 CR AUM
FOCUS MULTICAP
Ckredence Wealth Management Pvt Ltd
77.66 CR AUM
Nifty 50 TRI
Benchmark
4yr 10mo
Age
EQUITY
Strategy
AMC Charges : 2.50%
Fixed Fees
AMC : 0.25%
Hurdle : 7%
Profit Sharing : 25%
Variable Fees
1st Year : 2%
2nd Year : 1%
3rd Year : 0%
Exit Load
Nifty 50 TRI
Benchmark
4yr 10mo
Age
EQUITY
Strategy
AMC Charges : 2.50%
Fixed Fees
AMC : 0.25%
Hurdle : 7%
Profit Sharing : 25%
Variable Fees
1st Year : 2%
2nd Year : 1%
3rd Year : 0%
Exit Load
kartik b mehta
Fund Manager
EQUITYStrategies
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.
Purpose
Portfolio manager would take concentrated style approach to generate long term wealth. Focused Investment Approach intends to invest in key themes and sectors in concentrated manner.
Investment Approach v/s Benchmark Metrics
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1M IA return
-9.55%
1M benchmark return
-11.30%
Alpha
1.75%
1M Wealth multiple
0.90x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
-9.55%
1M benchmark return
-11.30%
Alpha
1.75%
1M Wealth multiple
0.90x
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