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FOCUS MULTICAP

FOCUS MULTICAP is a Equity Portfolio Management Service launched by Ckredence Wealth Management Pvt Ltd on June 2021. Managed by KARTIK B MEHTA, the fund holds ₹92 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a AMC Charges : 2.50%% fixed fee and AMC : 0.25% Hurdle : 7% Profit Sharing : 25%% performance fee. Trailing returns: 9.8% (1Y), 16.91% CAGR (3Y), 14.52% since inception. Performance data as of July 2026.

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FOCUS MULTICAP

Ckredence Wealth Management Pvt Ltd

92.09 CR AUM

FOCUS MULTICAP

FOCUS MULTICAP

Ckredence Wealth Management Pvt Ltd

92.09 CR AUM

Nifty 50 TRI
Benchmark
5yr 1mo
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
5yr 1mo
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
Fund manager

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.

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.

What is this fund's investment objective?

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.

How has FOCUS MULTICAP performed?

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1M IA return
1.50%
1M benchmark return
1.67%
Alpha
-0.17%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.50%
1M benchmark return
1.67%
Alpha
-0.17%
1M Wealth multiple
1.01x

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