Affluense AI AFFLUENSE

ICE Growth

Ckredence Wealth Management Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 October 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

The investment strategy will be formulated around three core economic drivers. The primary objective of this scheme is to ensure investors can capitalize on opportunities presented by each of these distinct economic pillars. These pillars encompass: 1) Consumption, covering both essential and non-essential spending; 2) Exports of Goods and Services; and 3) Investment, including both public and private sector initiatives. The portfolio will maintain exposure across all three pillars, with an adaptable allocation strategy that dynamically adjusts their respective weightings.

Investment Objective

The ICE Growth Investment Strategy focuses on constructing a diversified portfolio comprising equities that represent the consumption, export, and investment drivers of the Indian economy. This approach emphasizes broad sector and stock-level diversification to mitigate portfolio risk. The objective is to achieve sustained long-term capital growth and enhanced returns through investments spanning various market capitalization segments.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.56% -0.24% -0.32%
3 MONTHS 4.40% 5.02% -0.62%
6 MONTHS 1.23% 1.63% -0.40%
1 YEAR 2.40% 7.63% -5.23%
SINCE INCEPTION 4.97% -0.61% 5.58%

Calendar Year Performance

Year Return
CY 2025 2.40%

Financial Year Performance

Year Return
FY 26_YTD 16.21%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Portfolio Management Services are overseen by Mr. Kartik Bhaskerray Mehta, who serves as the Fund Manager. He holds an MBA in Finance from the Indian Institute of Finance, Delhi, and possesses over two decades of experience in financial and equity management, contributing significant market acumen. His prior roles at reputable organizations including IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, establish him as a well-qualified professional for managing client portfolios and developing robust investment strategies.

Portfolio Details

Portfolio Composition

Large Cap
27.35%
Mid Cap
32.71%
Small Cap
37.38%
Cash & Equivalent
2.56%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Healthcare 22.35%
  • Financial Services 20.41%
  • Capital Goods 13.60%
  • Chemicals 7.92%
  • Metals & Mining 7.53%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
71.81%
average market cap
N/A
portfolio age
1 Yrs, 2 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: 8.00% or 7.00%

Profit Sharing: 25% Profit Sharing above 7% Hurdle or 20% Profit Sharing above 8% Hurdle

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)