ALL WEATHER
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.03%
- 3M
- +5.65%
- 6M
- +5.69%
- 9M
- —
- 1Y
- +16.74%
- 2Y
- +10.59%
- 3Y
- +19.00%
- 4Y
- +19.37%
- 5Y
- —
- Since Inception
- +15.09%
- Strategy AUM
- ₹226 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.03% | −0.17% | +4.20% |
| 3 Months | +5.65% | −2.34% | +7.99% |
| 6 Months | +5.69% | −5.39% | +11.08% |
| 1 Year | +16.74% | −0.07% | +16.81% |
| 2 Years | +10.59% | +4.14% | +6.45% |
| 3 Years | +19.00% | +13.47% | +5.53% |
| 4 Years | +19.37% | +13.31% | +6.06% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +15.09% | +11.84% | +3.25% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.03% | −0.17% | +4.20% |
| Apr-2026 | +11.42% | +10.38% | +1.04% |
| Mar-2026 | −8.85% | −11.37% | +2.52% |
| Feb-2026 | +0.34% | +0.45% | −0.11% |
| Jan-2026 | −2.22% | −3.34% | +1.12% |
| Dec-2025 | +1.97% | −0.24% | +2.21% |
| Nov-2025 | −0.40% | +0.96% | −1.36% |
| Oct-2025 | +5.77% | +4.27% | +1.50% |
| Sep-2025 | +2.14% | +1.24% | +0.90% |
| Aug-2025 | −0.74% | −1.75% | +1.01% |
| Jul-2025 | −0.52% | −2.71% | +2.19% |
| Jun-2025 | +3.97% | +3.68% | +0.29% |
| May-2025 | +5.25% | +3.54% | +1.71% |
Strategy Details
APMI fact sheet
- Inception
- 11 Jun 2021
- Age
- 4.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.41×
- Turnover (1M)
- 0.05×
- Product
- Equity,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
The primary objective of portfolio manager of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes such as Indian equity, offshore mutual fund schemes/ETFs and gold ETFs with an objective of giving investors an enhanced diversification.
Fund Managers
1 manager
Name
KARTIK B MEHTA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC Charges - 2.50%
- Variable fees
- AMC : 0.25% Hurdle : 7% Profit Sharing : 25%
- Exit load
- 1st Year : 2% 2nd Year : 1% 3rd Year : 0%
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Ckredence Wealth Management Pvt Ltd
- Strategy
- ALL WEATHER
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.