Ideal Investment Horizon: 5-7 Years
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Ideal Investment Horizon: 5-7 Years
🚀
Ideal Investment Horizon: 5-7 Years
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Business Cycle Investment Approach
Business Cycle Investment Approach
Business Cycle Investment Approach
The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle.
The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle.
The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle.
Ckredence Wealth Management Pvt. Ltd.
Ckredence Wealth Management Pvt. Ltd.
Ckredence Wealth Management Pvt. Ltd.
Flexicap
Flexicap
Flexicap
PMS SEBI Regn No. INP000007164
PMS SEBI Regn No. INP000007164
PMS SEBI Regn No. INP000007164
Investment Objective
Investment Objective
Investment Objective
The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle. It intends to invests in concentrated manner in few sectors across market capitalizations with 30-35 stocks in the portfolio with aim to reap benefit from business cycle revival.
The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle. It intends to invests in concentrated manner in few sectors across market capitalizations with 30-35 stocks in the portfolio with aim to reap benefit from business cycle revival.
Investment Approach
Investment Approach
Investment Approach
The aim is to generate long term wealth by focusing on sectors that had been facing temporary headwinds and has now begin to show the signs of business revival. This may entail investment approach such as top-down or bottom-up approach but may not be restricted to the same while selecting the stocks depending upon available opportunities. Sectoral tailwinds can emerge as a result of economic recovery, exports opportunities, industry consolidation etc. Considering the nature of investment and in order to reap benefit from the business cycle revival, the tenure of holdings can be relatively longer.
The focus would be to identify and invest in companies in those sectors which are fundamentally strong & have good growth potential, scalability with competent management. That should be further supported by top notched corporate governance, low leverage, optimal capital allocation track-record and reasonable valuations. Investment will be done in concentrated manner in 30-35 stocks in few sectors and companies which is backed by thorough research.
The aim is to generate long term wealth by focusing on sectors that had been facing temporary headwinds and has now begin to show the signs of business revival. This may entail investment approach such as top-down or bottom-up approach but may not be restricted to the same while selecting the stocks depending upon available opportunities. Sectoral tailwinds can emerge as a result of economic recovery, exports opportunities, industry consolidation etc. Considering the nature of investment and in order to reap benefit from the business cycle revival, the tenure of holdings can be relatively longer.
The focus would be to identify and invest in companies in those sectors which are fundamentally strong & have good growth potential, scalability with competent management. That should be further supported by top notched corporate governance, low leverage, optimal capital allocation track-record and reasonable valuations. Investment will be done in concentrated manner in 30-35 stocks in few sectors and companies which is backed by thorough research.
Business Cycle Vs Nifty 50 TRI
As on 31st Dec,2024
Business Cycle Returns
As on 31st Dec,2024
Note:
Note:
Note:
All return are in TWRR (Annualised)
All return are in TWRR (Annualised)
Past performance of the portfolio does not indicate the future performance of any of the strategies
Past performance of the portfolio does not indicate the future performance of any of the strategies
Returns are after fees and all expenses
Returns are after fees and all expenses
Perofrmance data provided above is not verified by any regulatory authority/SEBI
Perofrmance data provided above is not verified by any regulatory authority/SEBI
Business Cycle Details
Business Cycle Details
As on 31st Dec,2024
As on 31st Dec,2024
Benchmark
Benchmark
Nifty 50 TRI
Nifty 50 TRI
Research Based
Fundamental
Fundamental
Date Of Inception
Date Of Inception
10 November, 2023
10 November, 2023
Fund Age
Fund Age
1+ Year
1+ Year
Min Investment Amt.
₹ 5000000
Min SIP Amt.
Min SIP Amt.
₹ 200000
₹ 200000
Variable Fees
Variable Fees
AMC : 0.25% Hurdle: 7% Profit Sharing: 25%
AMC : 0.25% Hurdle: 7% Profit Sharing: 25%
Fixed Fees
AMC Charges: 2.50%
Asset Class
Asset Class
Equity & Mutual Fund
Equity & Mutual Fund
Sector Allocation
As on 31st Dec,2024
Holding
Holding
%
%
HEALTHCARE
HEALTHCARE
40.36
COMMODITIES
COMMODITIES
11.42
CONSUMER DISCRETIONARY
CONSUMER DISCRETIONARY
10.46
INDUSTRIALS
INDUSTRIALS
9.10
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY
5.24
75+ Cr
75+ Cr
Total AUM
Total AUM
78.29
78.29
Portfolio P / E
Portfolio P / E
35
35
Total Stocks
Total Stocks
1+ Year
1+ Year
Fund Age
Fund Age
Market Cap Allocation
As on 31st Dec,2024
Allocations
Allocations
%
%
LARGE CAP
LARGE CAP
2.70
MID CAP
MID CAP
7.55
SMALL CAP
SMALL CAP
71.98
CASH
CASH
17.77
ETF
ETF
00.00
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 19 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: 19 Years
Experience: 19 Years
Scheme Managed: 06
Scheme Managed: 06
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 19 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: 19 Years
Scheme Managed: 06
Custodian: Orbis Financial Corporation Limited
Custodian: Orbis Financial Corporation Limited
FAQs
FAQs
FAQs
Who is a Portfolio Manager?
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.
Who is a Portfolio Manager?
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.
Who is a Portfolio Manager?
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.
What is the difference between discretionary portfolio management service and non-discretionary portfolio management service?
What is the difference between discretionary portfolio management service and non-discretionary portfolio management service?
What is the difference between discretionary portfolio management service and non-discretionary portfolio management service?
What is the procedure of making an application for obtaining registration as a portfolio manager from SEBI?
What is the procedure of making an application for obtaining registration as a portfolio manager from SEBI?
What is the procedure of making an application for obtaining registration as a portfolio manager from SEBI?
What is the minimum Net worth requirement of a portfolio manager?
What is the minimum Net worth requirement of a portfolio manager?
What is the minimum Net worth requirement of a portfolio manager?
What fees can a portfolio manager charge from its clients for the services rendered by him?
What fees can a portfolio manager charge from its clients for the services rendered by him?
What fees can a portfolio manager charge from its clients for the services rendered by him?
What are the various securities in which a Portfolio Manager may invest clients’ funds?
What are the various securities in which a Portfolio Manager may invest clients’ funds?
What are the various securities in which a Portfolio Manager may invest clients’ funds?
Whether the funds of clients availing discretionary PMS may be invested in unlisted bonds, which are traded over the counter but settled and reported to the Stock Exchanges?
Whether the funds of clients availing discretionary PMS may be invested in unlisted bonds, which are traded over the counter but settled and reported to the Stock Exchanges?
Whether the funds of clients availing discretionary PMS may be invested in unlisted bonds, which are traded over the counter but settled and reported to the Stock Exchanges?
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