InCred Asset Management
AUM (Cr.)
1019.49
No. of Clients
406
No. of Investment Approach
4
As On
31 October 2024
InCred’s asset management business is rooted in serving the investment needs of wealth creators who are looking for differentiated investment products across a wide spectrum of strategies including Long-only equity, structured debt, Absolute return strategies, quantitative asset allocation, hedge Fund, unlisted equities and more. Our focus is to choose a combination of strategies best suited to the prevailing macroeconomic environment and investment opportunities to generate risk-adjusted return for investors.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Healthcare Portfolio |
THEMATIC | 54.47% | 39.69% | 22.50% | NA | 22.97% |
Multicap Portfolio |
MULTI CAP | 50.12% | 42.38% | 24.17% | NA | 23.73% |
Small and Midcap |
SMALL & MID CAP | 44.86% | 39.09% | 24.60% | NA | 22.69% |
* Returns are as on 31st October 2024, * 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
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Emerging Business Fund |
CAT III - LONG ONLY | 43.02% | 32.21% | NA | NA | Mar 2022 |
* All performance above are as on 31st October 2024, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr. Aditya Khemka
Fund Manager, PMS
Mr. Aditya Sood
Fund Manager, PMS
Videos
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AMC Registered Address
Unit No. 1203, 12th Floor, B Wing, The Capital Building, C 70, G Block, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra, 400051
SEBI Reg No : INP000007128
AMC Investor Login Link
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AMC Website Link
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Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.