- Manager
- Ckredence Wealth Management
- Service
- Discretionary
- Asset class
- Equity
All Weather
+15.49%
1-year return
Benchmark S AND P BSE 500 TRI −2.33% · to 30 Sep 2026
Ckredence Wealth Management’s All Weather returned 15.49% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S AND P BSE 500 TRI. It managed ₹256 crore across its clients.
Key numbers
- AUM
- ₹256 Cr
- Benchmark
- S AND P BSE 500 TRI
- Turnover, past year
- 1.09×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S AND P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.13% | −5.57% | +1.44% |
| 3 months | +2.17% | −3.59% | +5.76% |
| 6 months | +20.23% | +8.07% | +12.16% |
| 1 year | +15.49% | −2.33% | +17.82% |
| 2 years | +7.03% | −3.93% | +10.96% |
| 3 years | +14.51% | +9.21% | +5.30% |
| 4 years | +17.57% | +11.22% | +6.35% |
| 5 years | +13.56% | +8.91% | +4.65% |
| Since inception | +14.86% | +10.65% | +4.21% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity83.22%₹213 Cr
- Mutual funds10.32%₹26.44 Cr
- Cash and other6.46%₹16.54 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.60 Cr
- Outflow, Sep 2026
- ₹1.88 Cr
- Net, Sep 2026
- ₹0.72 Cr
- Net, FY to date
- ₹20.18 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.09×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has All Weather returned?
15.49% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.13%; 3 months: 2.17%; 6 months: 20.23%; 1 year: 15.49%; 2 years: 7.03%; 3 years: 14.51%; 4 years: 17.57%; 5 years: 13.56%; Since inception: 14.86%.
How has it done against its benchmark?
Its benchmark, the S AND P BSE 500 TRI, returned −2.33% over the year, so the strategy was 17.82 percentage points ahead.
How much does All Weather manage?
₹256 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages All Weather?
Ckredence Wealth Management, a SEBI-registered portfolio manager (INP000007164), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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