IA Insight Report
IA Insight REPORT

Business Cycle Fund

Investment Approach Details

₹82.65

(AUM CR)
   

Ckredence Wealth Management Pvt Ltd

Nifty 50 TRI

Equity

Equity,Mutual Fund,Others

10/11/2023

1.4 Years

5000000

AMC Charges: 2.5%

AMC: 0.25% Hurdle: 7% Profit Sharing: 25%

1st Year- 2% 2nd Year- 1% 3rd Year- 0%

   

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 capitalisations with 30-35 stocks in the portfolio with aim to reap benefit from business cycle revival

Fund Manager Details

KARTIK B MEHTA

NA

kartik.mehta@ckredencewealth.com

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

0.54

3.10