- Manager
- Incred Asset Management
- Service
- Discretionary
- Asset class
- Equity
InCred Select Opportunities Portfolio
−1.56%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Incred Asset Management’s InCred Select Opportunities Portfolio returned −1.56% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹13.08 crore across its clients.
Key numbers
- AUM
- ₹13.08 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.81×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.74% | −5.57% | +0.83% |
| 3 months | +4.10% | −3.59% | +7.69% |
| 6 months | +23.42% | +8.07% | +15.35% |
| 1 year | −1.56% | −2.33% | +0.77% |
| 2 years | −7.91% | −3.93% | −3.98% |
| 3 years | +4.82% | +9.20% | −4.38% |
| 4 years | +13.84% | +11.22% | +2.62% |
| Since inception | +13.28% | +11.20% | +2.08% |
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 equity97.71%₹12.78 Cr
- Cash and other2.29%₹0.30 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹20.37 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 1.81×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has InCred Select Opportunities Portfolio returned?
−1.56% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.74%; 3 months: 4.10%; 6 months: 23.42%; 1 year: −1.56%; 2 years: −7.91%; 3 years: 4.82%; 4 years: 13.84%; Since inception: 13.28%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.77 percentage points ahead.
How much does InCred Select Opportunities Portfolio manage?
₹13.08 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 Select Opportunities 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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