- Manager
- Incred Asset Management
- Service
- Discretionary
- Asset class
- Equity
InCred Focused Healthcare Equity
+4.18%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Incred Asset Management’s InCred Focused Healthcare Equity returned 4.18% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹195 crore across its clients.
Key numbers
- AUM
- ₹195 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.30×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −0.69% | −5.57% | +4.88% |
| 3 months | +5.51% | −3.59% | +9.10% |
| 6 months | +30.70% | +8.07% | +22.63% |
| 1 year | +4.18% | −2.33% | +6.51% |
| 2 years | +17.37% | −3.93% | +21.30% |
| 3 years | +26.57% | +9.20% | +17.37% |
| Since inception | +35.39% | +9.49% | +25.90% |
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 equity98.39%₹191 Cr
- Cash and other1.61%₹3.13 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹8.45 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹8.43 Cr
- Net, FY to date
- ₹60.78 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 1.30×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has InCred Focused Healthcare Equity returned?
4.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.69%; 3 months: 5.51%; 6 months: 30.70%; 1 year: 4.18%; 2 years: 17.37%; 3 years: 26.57%; Since inception: 35.39%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.51 percentage points ahead.
How much does InCred Focused Healthcare Equity manage?
₹195 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 Focused Healthcare Equity?
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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