Credent - Aim Multi cap

Credent Asset Management Services Pvt Ltd
Multi Cap AND Flexi Cap

88
Out of 198*
Compare
Share

Portfolio age3 years, 5 months

1.9%

2.19%

Hurdle Rate**10.00%

Fixed fee2.00%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Naysar Shah

Manager Rank88 Out of 198
i
Rank is based on 3-year return
Schemes Managed1
Total AUM41.04
Highest Return In 1 Yr3.74%

Profile

22+ years of experience in Equity Research and Fund Management. Managed funds at Birla Sun Life for 4 years with an AUM of ~ 2,500 Cr. He has tracked a large no. of companies across sectors and market caps.

Other Schemes

1m 3m 6m 1y 3y 5y

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Credent - Aim Multi cap

AUM (₹ Cr)

₹41.04 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

41.04

(As on Jul, 2026)

Inception Date

Mar 20, 2023

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

1.50%

Hurdle Rate

10.00%

Profit Sharing

15% Profit sharing above 10% hurdle

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INVESTMENT PHILOSOPHY

Objective

The endeavour is to invest in companies with earnings visibility along with strong cash generation capabilities and are trading at attractive valuations / discount to intrinsic value

Investment Approach

The fund is a mix of top down and bottom-up approach while constructing a portfolio. It invests across sectors and market cap which meet above criteria while focusing on risk reward ratios.

Calculators

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PEER ANALYSIS

1m 3m 6m 1y 3y 5y

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Credent - Aim Multi cap

AUM (₹ Cr)

₹41.04 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category Rank

108 Out of 284

Fixed Fee

2.00%

Scheme Return

1.9%

Benchmark Return

2.19%

Strategic Opportunities Series 1

AUM (₹ Cr)

₹5.93 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

Category Rank

1 Out of 284

Fixed Fee

No Option

Scheme Return

10.54%

Benchmark Return

2.19%

Emkay - Capital Builder

AUM (₹ Cr)

₹575.07 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category Rank

2 Out of 284

Fixed Fee

2.50%

Scheme Return

7.24%

Benchmark Return

2.19%

InCred - Multicap Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

8.00% or 0%

Benchmark

S&P BSE 500 TRI

Category Rank

3 Out of 284

Fixed Fee

2.50%

Scheme Return

6.1%

Benchmark Return

2.19%

Avestha - Long Term Growth

AUM (₹ Cr)

₹1,503.25 Cr

Hurdle Rate

Benchmark

S&P BSE 500 TRI

Category Rank

4 Out of 284

Fixed Fee

1.00%

Scheme Return

5.68%

Benchmark Return

2.19%

Dynamic

AUM (₹ Cr)

₹204.29 Cr

Hurdle Rate

10.00%

Benchmark

Nifty 50 TRI

Category Rank

5 Out of 284

Fixed Fee

No Option

Scheme Return

5.67%

Benchmark Return

2.36%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Credent Asset Management Services Pvt Ltd

Credent Asset Management Services Pvt Ltd manages assets worth Rs 210.62 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

210.62 (As on Jun, 2026)

Number of Schemes

Schemes From This AMC

1m 3m 6m 1y 3y 5y

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Credent - Aim Multi cap

AUM (₹ Cr)

₹41.04 Cr

Hurdle Rate

10.00%

Benchmark

S&P BSE 500 TRI

FAQs

What is the hurdle rate of Credent - Aim Multi cap?

The hurdle rate of Credent - Aim Multi cap is 10.00%.

What is the fixed fee charged in Credent - Aim Multi cap ?

The fixed fee charged in Credent - Aim Multi cap is 2.00%.

What is the variable fee charged in Credent - Aim Multi cap ?

The variable fee charged in Credent - Aim Multi cap is 1.50%.

What is the profit sharing in Credent - Aim Multi cap ?

The profit sharing in Credent - Aim Multi cap is 15% Profit sharing above 10% hurdle.

What is the minimum investment in Credent - Aim Multi cap ?

The minimum investment in Credent - Aim Multi cap is ₹50 Lacs

What type of scheme is Credent - Aim Multi cap?

Credent - Aim Multi cap is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Credent - Aim Multi cap?

The inception date of Credent - Aim Multi cap is Mar 20, 2023.

What is the exit load of Credent - Aim Multi cap?

Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.