Mr. Kartik Mehta
ICE Growth Fund Manager
Experience: 19 Years
Ideal Investment Horizon: 5-7 Years
🚀
Welcome To
Welcome To The
Welcome To
ICE Growth Fund
ICE Growth Fund
Most
Most
Latest
Latest
approach
approach launched
launched by
by
Ckredence Wealth
Ckredence Wealth
Ideal Investment Horizon: 5-7 Years
🚀
INCEPTION: 01 / 10 / 24
INCEPTION: 01 / 10 / 24
ICE Growth Investment Approach intends to invest in baskets of stocks covering consumption, exports and investment aspects of the economy with no undue concentration in any stock or sector.
ICE Growth Investment Approach intends to invest in baskets of stocks covering consumption, exports and investment aspects of the economy with no undue concentration in any stock or sector.
Innovative
Approach
Surpased
S&P BSE 500 TRI
Pillars
Of Economy
Market Cap
Agnostic
Innovative
Approach
Surpased
S&P BSE 500 TRI
Pillars
Of Economy
Market Cap
Agnostic
ICE Growth Fund Details
ICE Growth Fund Details
As on 31st Dec, 2024
As on 31st Dec, 2024
Benchmark
Benchmark
S&P BSE 500 TRI
S&P BSE 500 TRI
Research Based
Fundamental
Fundamental
Date Of Inception
Date Of Inception
01 October, 2024
01 October, 2024
Fund Age
Fund Age
3 Months
3 Months
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
Sector Allocation
As on 31st Dec, 2024
As on 31st Dec, 2024
Holding
Holding
%
%
HEALTHCARE
HEALTHCARE
26.05
26.05
CONSUMER DISCRETIONARY
CONSUMER DISCRETIONARY
15.94
15.94
FINANCIAL SERVICES
FINANCIAL SERVICES
15.82
15.82
INDUSTRIALS
INDUSTRIALS
13.69
13.69
COMMODITIES
COMMODITIES
10.14
10.14
20+ Cr
20+ Cr
Total AUM
Total AUM
104.09
104.09
Portfolio P / E
Portfolio P / E
42
42
Total Stocks
Total Stocks
3 Months
3 Months
Fund Age
Fund Age
Market Cap Allocation
Market Cap Allocation
As on 31st Dec, 2024
As on 31st Dec, 2024
Allocations
Allocations
%
%
LARGE CAP
LARGE CAP
26.16
26.16
MID CAP
MID CAP
10.59
10.59
SMALL CAP
SMALL CAP
60.61
60.61
CASH
CASH
2.64
2.64
ETF
ETF
00.00
00.00
As on 31st Dec, 2024
As on 31st Dec, 2024
Ice Growth Fund Vs BSE 500 TRI
Ice Growth Fund Vs BSE 500 TRI
Ice Growth Fund Vs BSE 500 TRI
ICE Growth Returns
ICE Growth Returns
ICE Growth Returns
As on 31st Dec, 2024
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
Innovative
Approach
Surpased
S&P BSE 500 TRI
Pillars
Of Economy
Market Cap
Agnostic
Innovative
Approach
Surpased
S&P BSE 500 TRI
Pillars
Of Economy
Market Cap
Agnostic
Know More About Approach
Know More About Approach
About ICE Growth
About ICE Growth
About ICE Growth
/
01
Investment Objective
/ 01 Investment Objective
ICE Growth Investment Approach intends to invest in baskets of stocks covering consumption, exports and investment aspects of the economy with no undue concentration in any stock or sector. The process of diversification may help control risk in the portfolio. The Portfolio manager aims to generate long term capital appreciation and superior returns by investing across market capitalizations.
ICE Growth Investment Approach intends to invest in baskets of stocks covering consumption, exports and investment aspects of the economy with no undue concentration in any stock or sector. The process of diversification may help control risk in the portfolio. The Portfolio manager aims to generate long term capital appreciation and superior returns by investing across market capitalizations.
ICE Growth Investment Approach intends to invest in baskets of stocks covering consumption, exports and investment aspects of the economy with no undue concentration in any stock or sector. The process of diversification may help control risk in the portfolio. The Portfolio manager aims to generate long term capital appreciation and superior returns by investing across market capitalizations.
/
02
Investment Approach
/ 02 Investment Approach
Portfolio would be designed keeping three important pillars of an economy in mind. Objective of the scheme is to ensure that investor does not miss out any specific pillar centric opportunity. These three pillars are (A) Consumption (both necessary & discretionary), (B) Exports (Goods & Services) and (C) Investment (Public & Private).
Globally all economies stand and grows on these three pillars. These pillars are complementary to each other. For example, Domestic consumption may help more while exports are down, exports help more while investment might be struggling and so on and so forth. Portfolio would be having exposure to all the three pillars with dynamic approach in terms of their respective weights. The portfolio would normally invest in 40-45 Stocks.
Portfolio would be designed keeping three important pillars of an economy in mind. Objective of the scheme is to ensure that investor does not miss out any specific pillar centric opportunity. These three pillars are (A) Consumption (both necessary & discretionary), (B) Exports (Goods & Services) and (C) Investment (Public & Private).
Globally all economies stand and grows on these three pillars. These pillars are complementary to each other. For example, Domestic consumption may help more while exports are down, exports help more while investment might be struggling and so on and so forth. Portfolio would be having exposure to all the three pillars with dynamic approach in terms of their respective weights. The portfolio would normally invest in 40-45 Stocks.
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
Custodian: Orbis Financial Corporation Limited
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
Testimonials
Testimonials
Don’t take our word for it
Don’t take our word for it
Don’t take our word for it
* Take theirs
* Take theirs
5.0
/ 5
Ckredence Wealth - is one of the best financial advisor i have ever met. I am astonished with the technical advise and investment plans they offered to me. One must visit for best future planning.
Shahnawaz Shaikh
5.0
/ 5
Tactics and strategy both are well planned.
Priyank Wadiwala
5.0
/ 5
Very good experience!!! Handles portfolio nicely.. prompt replies, regular followup...These guys are excellent
Mayur Shah
5.0
/ 5
Very nice service and good staff. Always getting quick reply for any query. Ms Riya Always very supportive and helpful.
Ajay Jariwala
5.0
/ 5
I would not hesitate to recommend your company to others and look forward to engaging with your services again in the future.
Naman Sharma
Clear Your Doubts
Clear Your Doubts
Frequently Asked Questions
Frequently Asked Questions
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 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 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?
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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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 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 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?
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?
Show More
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 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 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?
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?
Show More
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