InCred - Healthcare Portfolio

InCred Asset Management
Thematic

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Portfolio age5 years, 8 months

2.41%

-0.09%

Hurdle Rate**8.00% or 0%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0.7%)

Allocation by Market Cap

Small Cap (81.49%)

Mid Cap (7.29%)

Large Cap (10.52%)

Sector Holdings

Healthcare88.55%
Consumer Services5.7%
Chemicals5.05%

Stock Holdings

Healthcare Global Enterprises Limited16.06%
Thyrocare Technologies Limited9.46%
Akums Drugs and Pharmaceuticals Limited7.23%
Artemis Medicare Services Limited6.81%
Jubilant Pharmova Limited6.18%

PORTFOLIO MANAGERS

Aditya Khemka

Manager Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

Profile

Mr. Aditya Khemka has 18 years of experience in healthcare businesses and investments across the US, EU, Latin America, and India. He holds an MSc. in Finance, a PGDM from MDI Gurgaon, CIIA (UK), and CFA from ICFAI. At DSP, he formulated and executed a product strategy that achieved alpha over the benchmark within 18 months, with low churn and the highest Sharpe ratio among peers.

Other Schemes

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

778.33

(As on Aug, 2026)

Inception Date

Feb 15, 2021

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50% or 0.50%

Hurdle Rate

8.00% or 0%

Profit Sharing

20% Profit Sharing above 8% Hurdle or 15% Profit sharing on all profits

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INVESTMENT PHILOSOPHY

Objective

The Investment Objective is to invest in equity and equity related instruments primarily focused on the healthcare ecosystem in India.

Investment Approach

The portfolio will be an optimal mix of large, mid and small capitalization companies. The Investment Manager shall make investments after undertaking detailed fundamental research on companies, taking into account both qualitative and quantitative factors