- Manager
- Ckredence Wealth Management
- Service
- Discretionary
- Asset class
- Equity
Diversified Mcap
+15.60%
1-year return
Benchmark S AND P BSE 500 TRI −2.33% · to 30 Sep 2026
Ckredence Wealth Management’s Diversified Mcap returned 15.60% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S AND P BSE 500 TRI. It managed ₹169 crore across its clients.
Key numbers
- AUM
- ₹169 Cr
- Benchmark
- S AND P BSE 500 TRI
- Turnover, past year
- 1.58×
- 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 | −3.27% | −5.57% | +2.30% |
| 3 months | +3.55% | −3.59% | +7.14% |
| 6 months | +27.35% | +8.07% | +19.28% |
| 1 year | +15.60% | −2.33% | +17.93% |
| 2 years | +7.00% | −3.93% | +10.93% |
| 3 years | +15.70% | +9.21% | +6.49% |
| 4 years | +19.76% | +11.22% | +8.54% |
| 5 years | +15.66% | +8.91% | +6.75% |
| Since inception | +17.57% | +10.74% | +6.83% |
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 equity89.80%₹152 Cr
- Cash and other9.72%₹16.42 Cr
- Mutual funds0.48%₹0.81 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹10.46 Cr
- Outflow, Sep 2026
- ₹0.60 Cr
- Net, Sep 2026
- ₹9.86 Cr
- Net, FY to date
- ₹49.23 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 1.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Diversified Mcap returned?
15.60% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.27%; 3 months: 3.55%; 6 months: 27.35%; 1 year: 15.60%; 2 years: 7.00%; 3 years: 15.70%; 4 years: 19.76%; 5 years: 15.66%; Since inception: 17.57%.
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 17.93 percentage points ahead.
How much does Diversified Mcap manage?
₹169 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 Diversified Mcap?
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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