IA Insight Report
IA Insight REPORT

FOCUS MULTICAP

Investment Approach Details

₹105.34

(AUM CR)
   

Ckredence Wealth Management Pvt Ltd

Nifty 50 TRI

Equity

Equity,Mutual Fund,Others

13/06/2021

4.0 Years

5000000

AMC Charges : 2.50%

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

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

   

Portfolio manager would take concentrated style approach to generate long term wealth. Focused Investment Approach intends to invest in key themes and sectors in concentrated manner.

Fund Manager Details

KARTIK B MEHTA

NA

kartik.mehta@ckredencewealth.com

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/06/2025

0.23

3.40