- Manager
- Incred Asset Management
- Service
- Discretionary
- Asset class
- Equity
InCred Healthcare Portfolio
+8.51%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Incred Asset Management’s InCred Healthcare Portfolio returned 8.51% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹786 crore across its clients.
Key numbers
- AUM
- ₹786 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.97×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.71% | −5.57% | +2.86% |
| 3 months | +3.85% | −3.59% | +7.44% |
| 6 months | +27.08% | +8.07% | +19.01% |
| 1 year | +8.51% | −2.33% | +10.84% |
| 2 years | +13.09% | −3.93% | +17.02% |
| 3 years | +22.55% | +9.20% | +13.35% |
| 4 years | +24.48% | +11.22% | +13.26% |
| 5 years | +15.76% | +8.91% | +6.85% |
| Since inception | +18.48% | +11.67% | +6.81% |
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 equity96.62%₹759 Cr
- Cash and other3.38%₹26.55 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹31.68 Cr
- Outflow, Sep 2026
- ₹2.56 Cr
- Net, Sep 2026
- ₹29.12 Cr
- Net, FY to date
- ₹148 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.97×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has InCred Healthcare Portfolio returned?
8.51% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.71%; 3 months: 3.85%; 6 months: 27.08%; 1 year: 8.51%; 2 years: 13.09%; 3 years: 22.55%; 4 years: 24.48%; 5 years: 15.76%; Since inception: 18.48%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 10.84 percentage points ahead.
How much does InCred Healthcare Portfolio manage?
₹786 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 Healthcare 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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