- Manager
- Incred Asset Management
- Service
- Discretionary
- Asset class
- Equity
InCred Small and Midcap Portfolio
−0.88%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Incred Asset Management’s InCred Small and Midcap Portfolio returned −0.88% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹100 crore across its clients.
Key numbers
- AUM
- ₹100 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.42×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.66% | −5.57% | +1.91% |
| 3 months | −0.78% | −3.59% | +2.81% |
| 6 months | +24.93% | +8.07% | +16.86% |
| 1 year | −0.88% | −2.33% | +1.45% |
| 2 years | −6.44% | −3.93% | −2.51% |
| 3 years | +6.91% | +9.20% | −2.29% |
| 4 years | +15.19% | +11.22% | +3.97% |
| 5 years | +11.03% | +8.91% | +2.12% |
| Since inception | +11.29% | +11.54% | −0.25% |
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 equity97.64%₹97.92 Cr
- Cash and other2.36%₹2.37 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹4.24 Cr
- Net, Sep 2026
- −₹4.24 Cr
- Net, FY to date
- −₹40.04 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 1.42×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has InCred Small and Midcap Portfolio returned?
−0.88% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.66%; 3 months: −0.78%; 6 months: 24.93%; 1 year: −0.88%; 2 years: −6.44%; 3 years: 6.91%; 4 years: 15.19%; 5 years: 11.03%; Since inception: 11.29%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.45 percentage points ahead.
How much does InCred Small and Midcap Portfolio manage?
₹100 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 Small and Midcap 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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