IA Insight Report
IA Insight REPORT

Akta Flexicap Investment Approach

Investment Approach Details

₹3.47

(AUM CR)
   

Ckredence Wealth Management Pvt Ltd

BSE 500 TRI

Equity

Equity,Mutual Fund,Others

10/09/2026

1 Months

5000000

NA

NA

NA

   

The aim is to generate long-term capital appreciation by investing predominantly in a diversified yet concentrated portfolio of 25â??35 stocks across large-cap, mid-cap, and small-cap companies. The scheme seeks to identify and invest in high-conviction businesses with sustainable growth potential, irrespective of market capitalization.

Fund Manager Details

KARTIK B MEHTA

17.00 years

prakash.mavani@ckredencewealth.com

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/09/2026

2.07

NA