Strategy performance
BUSINESS CYCLE FUND
Ckredence Wealth Management Private Limited · AUM ₹223 Cr · as of Sep 2026
Our read
₹100 grew to ₹137.7 since inception (+12.0% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −15.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+4.5% vs benchmark
Since inception
+12.0%
Max drawdown
−15.8%
Volatility
+17.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
BUSINESS CYCLE FUND₹137.7Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.7% | −0.1% | −9.3% | +15.4% | +5.3% | +3.1% | +1.5% | +3.0% | −4.8% | +8.7% | |||
| 2025 | −8.7% | −7.8% | +5.5% | −0.5% | +6.9% | +4.6% | −1.4% | −1.3% | −0.0% | +4.4% | −0.8% | −0.6% | −1.1% |
| 2024 | +2.8% | +1.8% | −2.8% | −4.1% | +7.6% | +7.7% | +2.8% | +1.3% | +0.2% | +2.6% | +0.0% | +21.1% | |
| 2023 | 0.0% | +5.8% | +5.8% |
Metrics
Tearsheet- 1M return
- −4.8%
- 3M return
- −0.5%
- 6M return
- +24.6%
- 1Y return
- +11.8%
- 2Y CAGR
- +5.2%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +12.0%
- Total return
- +37.7%
- Average month
- +1.1%
- Median month
- +0.8%
- Average up month
- +4.3%
- Best month
- +15.4%
- Best rolling 12M
- +28.1%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
BUSINESS CYCLE FUND performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has BUSINESS CYCLE FUND performed?
- BUSINESS CYCLE FUND (Ckredence Wealth Management Private Limited) shows CAGR 11.96% and max drawdown -15.80% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is BUSINESS CYCLE FUND CAGR / max drawdown?
- CAGR is 11.96%; max drawdown is -15.80%. We only publish CAGR when there are enough months (≥12 on this track of 34 months). Learn more
- Where do BUSINESS CYCLE FUND returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite BUSINESS CYCLE FUND?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more