Ckredence Diversified PMS

Key Portfolio Attributes

Inception Date: 21st June 2021

Number of stocks: 35-45

Portfolio Manager’s Name: Mr. Kartik Bhaskerray Mehta

Portfolio Manager’s Experience: 17 years of experience in Finance and Equity Management

Portfolio Manager’s Qualification: MBA in Finance from the Indian Institute of Finance, Delhi

Investment Objective

The investment objective of Ckredence Diversified PMS is that it intends to invest in baskets of stocks 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.

Portfolio Strategy

The investment strategy of Ckredence Diversified PMS would follow a mix of a top-down and a bottom-up approach. Generally large-cap stocks would be picked up using a top-down approach whereas bottom-up style is useful for small and midcap identification. The prominence given to the top-down vs. bottom-up approach would vary from time to time depending on macroeconomic, sectoral and company specific fundamentals.

Investment Philosophy

The investment philosophy of Ckredence Diversified PMS is to invest with an objective of generating long term wealth with sustained capital appreciation. The ideology of risk adjusted returns is followed which additionally helps in capital preservation.

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

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#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.

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