Ckredence Wealth Management Pvt Ltd

Equity, Debt · 7 investment approaches

Total AUM

₹895 Cr

Years Active

5.3

AUM Change (3M)

+10.5%

AUM Change (1Y)

+33.3%

Min Investment

₹50L

Schemes

7

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
ICE GROWTH	Equity	₹211 Cr	-3.20%	+19.41%	-	+10.25%	0.16
DIVERSIFIED MULTICAP	Equity	₹169 Cr	-3.27%	+15.60%	+15.70%	+17.57%	0.97
ALL WEATHER	Equity	₹256 Cr	-4.13%	+15.49%	+14.51%	+14.86%	0.93
FOCUS MULTICAP	Equity	₹37 Cr	-4.07%	+12.48%	+13.77%	+14.27%	0.87
Business Cycle Fund	Equity	₹217 Cr	-4.78%	+11.82%	-	+15.25%	0.37
WEALTH PRESERVE	Debt	₹2 Cr	+0.41%	+5.36%	-	+5.31%	-
Akta Flexicap Investment Approach	Equity	₹3 Cr	+0.00%	-	-	-0.03%	-

DIVERSIFIED MULTICAP

Business Cycle Fund

WEALTH PRESERVE

Akta Flexicap Investment Approach