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InCred - Healthcare Portfolio
InCred - Healthcare Portfolio

InCred - Healthcare Portfolio

  • InCred Asset Management
  • Thematic
  • 2
    Out of 5*
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Portfolio age5 years, 6 months
4.22%
1.73%
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 31/07/2026)
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 (0.05%)
Allocation by Market Cap
Small Cap (88.24%)
Mid Cap (11.71%)
Large Cap (0%)
Sector Holdings
  • Healthcare91.45%
  • Chemicals4.72%
  • Consumer Services3.78%
Stock Holdings
  • Healthcare Global Enterprises Limited14.69%
  • Thyrocare Technologies Limited9.19%
  • FDC Ltd.7.36%
  • Jubilant Pharmova Limited7.28%
  • Jeena Sikho Lifecare Ltd7.02%

PORTFOLIO MANAGERS

Aditya Khemka
  • Manager Rank3 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr3.6%
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
  • table
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Compare
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
3 Out of 19
Fixed Fee
2.50%
Scheme Return
4.22%
Benchmark Return
1.73%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
4 Out of 19
Fixed Fee
2.50%
Scheme Return
4.05%
Benchmark Return
1.73%
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
52 Out of 62
Fixed Fee
2.50%
Scheme Return
-0.81%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 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
i
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

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

  • table
  • Grid
Compare
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 19
Fixed Fee
2.50%
Scheme Return
4.22%
Benchmark Return
1.73%
Digital Leaders
AUM (₹ Cr)
₹59.82 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 19
Fixed Fee
2.50%
Scheme Return
7.88%
Benchmark Return
1.73%
Green Portfolio - Dividend Yield
AUM (₹ Cr)
₹35.31 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 19
Fixed Fee
2.25%
Scheme Return
4.23%
Benchmark Return
1.73%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 19
Fixed Fee
2.50%
Scheme Return
4.05%
Benchmark Return
1.73%
The Green Ethical Fund
AUM (₹ Cr)
₹36.13 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 19
Fixed Fee
2.25%
Scheme Return
3.65%
Benchmark Return
1.73%
Narnolia - 5TX5T
AUM (₹ Cr)
₹55.48 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 19
Fixed Fee
2.50%
Scheme Return
3.51%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

InCred Asset Management
InCred Asset Management manages assets worth Rs 1367.36 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap, 2 Thematic, 1 Mid And Large Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

1,367.36 (As on Jun, 2026)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
3 Out of 19
Fixed Fee
2.50%
Scheme Return
4.22%
Benchmark Return
1.73%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
4 Out of 19
Fixed Fee
2.50%
Scheme Return
4.05%
Benchmark Return
1.73%
Incred Active Momentum Strategy
AUM (₹ Cr)
₹15.20 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
4 Out of 22
Fixed Fee
2.50%
Scheme Return
2.7%
Benchmark Return
1.7%
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
52 Out of 62
Fixed Fee
2.50%
Scheme Return
-0.81%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of InCred - Healthcare Portfolio?
The hurdle rate of InCred - Healthcare Portfolio is 8.00% or 0%.
What is the fixed fee charged in InCred - Healthcare Portfolio ?
The fixed fee charged in InCred - Healthcare Portfolio is 2.50%.
What is the variable fee charged in InCred - Healthcare Portfolio ?
The variable fee charged in InCred - Healthcare Portfolio is 1.50% or 0.50%.
What is the profit sharing in InCred - Healthcare Portfolio ?
The profit sharing in InCred - Healthcare Portfolio is 20% Profit Sharing above 8% Hurdle or 15% Profit sharing on all profits.
What is the minimum investment in InCred - Healthcare Portfolio ?
The minimum investment in InCred - Healthcare Portfolio is ₹50 Lacs
What type of scheme is InCred - Healthcare Portfolio?
InCred - Healthcare Portfolio is an Equity scheme. It falls in the Thematic category.
What is the inception date of InCred - Healthcare Portfolio?
The inception date of InCred - Healthcare Portfolio is Feb 15, 2021.
What is the exit load of InCred - Healthcare Portfolio?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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