A top-down approach of investment:
Risk Profiling > Asset Allocation > Product Assignment.
IIt’s a developed market style of investment approach for Indian market and investors
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 0.15% | 1.00 | 17.76% | 59.46% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Credent Asset Management Services Pvt Ltd Aim Multi cap | -12.21% | -17.99% | -14.55% | -3.63% | -0.20% | 16.08% | - | - | 15.76% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | - | - | 13.10% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Credent Asset Management Services Pvt Ltd Aim Multi cap | Multi Cap & Flexi Cap | Mr Naysar Shah | 20 March 2023 | 3Y 0M | 42.28 | S&P BSE 500 TRI | 15.76% | - | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 0.82% | 0.58% | 59.46% | 1.40% | 1.04 | 17.76% | -0.41 | 7.30% | 0.57 | 51.35 % |
| Nifty 500 | -0.08% | 0.23% | 0.15% | 1.00 | 3.93% | 0.36 | 51.35 % | |||
| Nifty Midcap 100 | -7.05% | -0.46% | -7.51% | 0.94 | -5.27% | -0.53 | 43.24 % | |||
| Nifty Smallcap 100 | 2.39% | -0.5% | 1.89% | 0.75 | -3.05% | -0.35 | 45.95 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
