- Manager
- Incred Asset Management
- Service
- Discretionary
- Asset class
- Equity
InCred Active Momentum Portfolio
−2.05%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Incred Asset Management’s InCred Active Momentum Portfolio returned −2.05% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹15.26 crore across its clients.
Key numbers
- AUM
- ₹15.26 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.91×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −7.69% | −5.57% | −2.12% |
| 3 months | −3.86% | −3.59% | −0.27% |
| 6 months | +8.30% | +8.07% | +0.23% |
| 1 year | −2.05% | −2.33% | +0.28% |
| Since inception | −2.50% | +1.65% | −4.15% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity97.12%₹14.82 Cr
- Cash and other2.88%₹0.44 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.01 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 1.91×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has InCred Active Momentum Portfolio returned?
−2.05% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.69%; 3 months: −3.86%; 6 months: 8.30%; 1 year: −2.05%; Since inception: −2.50%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.28 percentage points ahead.
How much does InCred Active Momentum Portfolio manage?
₹15.26 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages InCred Active Momentum Portfolio?
Incred Asset Management, a SEBI-registered portfolio manager (INP000007410), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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