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Ckredence Wealth ICE Growth PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Ckredence Wealth ICE Growth PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of NA, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ckredence Wealth ICE Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

ICE Growth

Start Date

01 October 2024

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Kartik Bhaskerray Mehta

1 Yr. Return

NA

3 Yr. Return

NA

5 Yr. Return

NA

Ckredence Wealth ICE Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

70.00%

Portfolio Age

0 Yrs, 6 Months

SIP

Available

STP

NA

Average Market Cap

Not Disclosed

Ckredence Wealth ICE Growth PMS Strategy - Cost or Charges

Fixed Fees

2.50% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

25% (if above 7% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Ckredence Wealth ICE Growth PMS Investment Approach - Portfolio Composition

Large Cap

38.09%

Mid Cap

11.48%

Small Cap

55.61%

Cash & Equivalent

4.82%

Check out Business Opportunities with Similar Brands

Ckredence Wealth ICE Growth Portfolio Strategy - Top 5 Sectors

Financial Services

15.01%

Healthcare

26.05%

Consumer Services

9.14%

Capital Goods

11.50%

Chemicals

8.30%

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