PMS · Equity · Flexi Cap
Ckredence Wealth Management Pvt Ltd - ICE Growth
Fund size₹187 Cr
IRRSince inception12.60%
1Y return23.62%
Fund age1 yr 10 mo
Fund Manager
Growth of₹Cr
Ckredence Wealth Management Pvt Ltd ICE Growth
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ckredence Wealth Management Pvt Ltd ICE Growth | 18.10% | 23.62% | — | — | — | 12.60% |
| Nifty 500 | −1.02% | 4.72% | — | — | — | −1.18% |
| Excess over benchmark | 19.12% | 18.90% | — | — | — | 13.78% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
20.87%
Benchmark approx 15.87%
A standard deviation reflecting historical swings.
Sensitivity
1.10
Beta vs benchmark 1.00 · 10% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.87
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −15.33%, and recovered on 06 May 2026.
Max drawdowns
−15.33%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −15.33% | – | 06 May 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−15.33%
Fell over–
Recovered06 May 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
33
P/E ratio
73.30
P/B ratio
10.60
Asset class
Equity
Market cap
Large cap9.43%
Mid cap29.47%
Small cap56.36%
Cash & others4.74%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.25% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance LinkedFixed Management FeeNone
Performance Fee25% of profit
Hurdle RateAbove 7%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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