APMI

ICE GROWTH

Investment Approach Details

₹14.31

(AUM CR)

PMS Provider Name

Ckredence Wealth Management Pvt Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund

Date Of Inception

01/10/2024

Age

1 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC charges-1.5%

Variable Fees Structure

AMC-1.25% Hurdle-12% Profit Sharing-25%

Exit Load

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

Purpose

This 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.

Fund Manager Details


KARTIK B MEHTA
Work Exp. NA
Email ID kartik.mehta@ckredencewealth.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.93

1 Year Turnover

NA