- Manager
- Incred Asset Management
- Service
- Discretionary
- Asset class
- Equity
InCred Multicap Portfolio
−3.70%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Incred Asset Management’s InCred Multicap Portfolio returned −3.70% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹196 crore across its clients.
Key numbers
- AUM
- ₹196 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.80×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.99% | −5.57% | −0.42% |
| 3 months | +2.15% | −3.59% | +5.74% |
| 6 months | +19.22% | +8.07% | +11.15% |
| 1 year | −3.70% | −2.33% | −1.37% |
| 2 years | −6.99% | −3.93% | −3.06% |
| 3 years | +8.46% | +9.20% | −0.74% |
| 4 years | +16.22% | +11.22% | +5.00% |
| 5 years | +10.70% | +8.91% | +1.79% |
| Since inception | +12.55% | +11.53% | +1.02% |
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 equity97.00%₹190 Cr
- Cash and other3.00%₹5.87 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.25 Cr
- Outflow, Sep 2026
- ₹1.85 Cr
- Net, Sep 2026
- −₹1.60 Cr
- Net, FY to date
- −₹45.61 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 1.80×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has InCred Multicap Portfolio returned?
−3.70% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.99%; 3 months: 2.15%; 6 months: 19.22%; 1 year: −3.70%; 2 years: −6.99%; 3 years: 8.46%; 4 years: 16.22%; 5 years: 10.70%; Since inception: 12.55%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.37 percentage points behind.
How much does InCred Multicap Portfolio manage?
₹196 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 Multicap 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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