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 | 14.23% | -3.21% | -7.83% | 4.61% | 1.62% | 18.42% | - | - | 20.35% |
| S&P BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | 4.67% | 14.94% | - | - | 16.37% |
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 2M | 48.47 | S&P BSE 500 TRI | 20.35% | - | 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 | 1.39% | 0.01% | 59.46% | 1.40% | 1.04 | 17.76% | -0.41 | 7.30% | 0.57 | 51.35 % |
| Nifty 500 | 0.45% | -0.3% | 0.15% | 1.00 | 3.93% | 0.36 | 51.35 % | |||
| Nifty Midcap 100 | -6.54% | -0.97% | -7.51% | 0.94 | -5.27% | -0.53 | 43.24 % | |||
| Nifty Smallcap 100 | 2.83% | -0.94% | 1.89% | 0.75 | -3.05% | -0.35 | 45.95 % | |||
| BSE 500 | 0.80% | -0.29% | 0.51% | 1.00 | 4.47% | 0.40 | 54.05 % | |||
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 30th April 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.
