Naysar Shah
Fund Manager
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.
Aim Multi cap
Credent Asset Management Services Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
20 March 2023
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes
Investment Strategy
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.
Investment 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
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.05% | -0.24% | -0.81% |
| 3 MONTHS | 4.18% | 5.02% | -0.84% |
| 6 MONTHS | -0.36% | 1.63% | -1.99% |
| 1 YEAR | -0.79% | 7.63% | -8.42% |
| 2 YEAR | 7.32% | 11.64% | -4.32% |
| SINCE INCEPTION | 25.91% | 20.67% | 5.24% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | -0.79% |
| CY 2024 | 16.09% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 17.91% |
| FY 25 | 3.36% |
| FY 24 | 56.99% |
| FY 23 | -0.20% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Managers
Portfolio Details
Portfolio Composition
Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Portfolio Characteristics
total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 9 Months
sip
Available
stp
Available
Fee Structure
Fixed Fee
AMC: 2%
Variable Fee
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 15%
Exit Load
Year 1: 2%
Year 2: 0%
Year 3: 0%
Disclaimer
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)