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InCred - Healthcare Portfolio
InCred - Healthcare Portfolio

InCred - Healthcare Portfolio

  • InCred Asset Management
  • Thematic
  • 2
    Out of 11*
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Portfolio age4 years, 9 months
7.33%
4.27%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (6.9%)
Allocation by Market Cap
Small Cap (88.23%)
Mid Cap (4.85%)
Large Cap (0%)
Sector Holdings
  • Healthcare93.08%
Stock Holdings
  • Healthcare Global Enterprises Limited16.44%
  • Thyrocare Technologies Limited11.87%
  • Krsnaa Diagnostics Limited10.43%
  • Cash & Cash Equivalents10.3%
  • Jubilant Pharmova Limited9.95%

bt_logoPORTFOLIO MANAGERS

Aditya Khemka
  • Manager Rank2 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr32.51%
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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Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
9.1%
Benchmark Return
4.27%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
2 Out of 17
Fixed Fee
2.50%
Scheme Return
7.33%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
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

bt_logoFEE 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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bt_logoINVESTMENT 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

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.50%
Scheme Return
7.33%
Benchmark Return
4.27%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
9.1%
Benchmark Return
4.27%
Invesco - RISE
AUM (₹ Cr)
₹351.93 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
5.54%
Benchmark Return
4.27%
Digital Leaders
AUM (₹ Cr)
₹88.36 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 17
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
4.27%
Thematic Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 17
Fixed Fee
2.50%
Scheme Return
4.46%
Benchmark Return
4.27%
Ambit Build India
AUM (₹ Cr)
₹55.61 Cr
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 17
Fixed Fee
1.75%
Scheme Return
3.81%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

InCred Asset Management
InCred Asset Management manages assets worth Rs 1470.27 crores. Its current offering of PMS schemes includes 2 Thematic, 1 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

1,470.27 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
9.1%
Benchmark Return
4.27%
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
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
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
1 Out of 53
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.27%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
2 Out of 17
Fixed Fee
2.50%
Scheme Return
7.33%
Benchmark Return
4.27%
Incred Active Momentum Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
7 Out of 20
Fixed Fee
2.50%
Scheme Return
4%
Benchmark Return
4.3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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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