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) |
|---|---|---|---|
| 2.51% | 1.22 | 21.75% | 61.54% |
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 | -2.57% | 0.76% | 24.14% | 6.07% | -1.38% | 11.67% | - | - | 20.54% |
| S&P BSE 500 TRI | -5.57% | -3.59% | 8.07% | -2.33% | -3.93% | 9.20% | - | - | 13.61% |
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 7M | 34.43 | S&P BSE 500 TRI | 20.54% | - | 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 | 6.98% | -0.25% | 61.54% | 6.73% | 1.31 | 21.75% | -0.08 | 10.82% | 0.83 | 53.85 % |
| Nifty 500 | 3.39% | -0.88% | 2.51% | 1.22 | 5.94% | 0.54 | 53.85 % | |||
| Nifty Midcap 100 | -4.02% | -1.6% | -5.62% | 1.04 | -4.59% | -0.47 | 43.59 % | |||
| Nifty Smallcap 100 | 2.40% | -1.95% | 0.45% | 0.82 | -3.85% | -0.43 | 46.15 % | |||
| BSE 500 | 3.85% | -0.87% | 2.98% | 1.23 | 6.58% | 0.59 | 56.41 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 Sep 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 May 26.
