The investment objective of Ckredence All Weather PMS is to generate long term capital appreciation and superior returns by investing across asset classes such as Indian equity, offshore mutual fund schemes/ETFs and gold ETFs with an objective of giving investors an enhanced diversification. The proposed portfolio normally invests in 25-35 Stocks.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Ckredence Wealth Management Pvt Ltd All Weather Fund | 1.97% | 7.41% | 8.33% | 7.74% | 11.57% | 20.01% | - | - | 15.65% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.65% | 16.41% | - | - | 14.30% |
Portfolio Holdings
| Holding | % |
|---|---|
| Laurus Labs Ltd | 16.26 |
| Nippon India Etf Nifty It | 8.01 |
| Nippon India Silver Etf | 4.21 |
| Bharat Electronics Ltd | 3.93 |
| Cochin Shipyard Ltd | 3.75 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 24.30 |
| BFSI | 16.58 |
| Chemicals | 6.87 |
| Fast Moving Consumer Goods | 6.79 |
| Miscellaneous | 5.70 |
| Healthcare | 25.66 |
| Capital Goods | 13.89 |
| Financial Services | 10.83 |
| Information Technology | 8.01 |
| Automobile and Auto Components | 5.46 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 23.81 |
| Mid Cap | 28.36 |
| Small Cap | 24.66 |
| Cash | 23.17 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
