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Credent Aim Multi cap PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Credent Aim Multi cap PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.49.44 Cr.

Over the last 1 year, it delivered a strong return of 1.87%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Credent Aim Multi cap PMS Strategy or Investment Approach - PMS Details

Strategy Name

Aim Multi cap

Start Date

20 March 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.49.44 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Naysar Shah

1 Yr. Return

1.87%

3 Yr. Return

16.95%

5 Yr. Return

NA

Credent Aim Multi cap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

3 Yrs, 3 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Credent Aim Multi cap PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Credent Aim Multi cap PMS Investment Approach - Portfolio Composition

Large Cap

Undisclosed

Mid Cap

Undisclosed

Small Cap

Undisclosed

Cash & Equivalent

Undisclosed

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Credent Aim Multi cap Portfolio Strategy - Top 5 Sectors

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