What is the hurdle rate of InCred - Multicap Portfolio?

The hurdle rate of InCred - Multicap Portfolio is 8.00% or 0%.

What is the fixed fee charged in InCred - Multicap Portfolio ?

The fixed fee charged in InCred - Multicap Portfolio is 2.50%.

What is the variable fee charged in InCred - Multicap Portfolio ?

The variable fee charged in InCred - Multicap Portfolio is 1.50% or 0.50%.

What is the profit sharing in InCred - Multicap Portfolio ?

The profit sharing in InCred - Multicap Portfolio is 20% Profit Sharing above 8% Hurdle or 15% Profit sharing on all profits.

What is the minimum investment in InCred - Multicap Portfolio ?

The minimum investment in InCred - Multicap Portfolio is ₹50 Lacs

What type of scheme is InCred - Multicap Portfolio?

InCred - Multicap Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of InCred - Multicap Portfolio?

The inception date of InCred - Multicap Portfolio is Feb 18, 2021.

InCred - Multicap Portfolio

InCred Asset Management
Multi Cap AND Flexi Cap

14
Out of 168*
Compare
Share

Portfolio age4 years, 9 months

9.09%

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

TRAILING PERFORMANCE

(As on 31/10/2025)

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 (0.04%)

Allocation by Market Cap

Small Cap (82.18%)

Mid Cap (9.22%)

Large Cap (8.56%)

Sector Holdings

Healthcare42.95%
Financial Services21.9%
Telecommunication8.23%
Information Technology7.39%
Consumer Services5.22%

Stock Holdings

Indraprastha Medical Corporation Ltd13.25%
Neuland Laboratories Limited.11.47%
Healthcare Global Enterprises Limited6.34%
Tejas Networks Limited5.61%
Arman Financial Services Limited5.28%

PORTFOLIO MANAGERS

Aditya Sood

Manager Rank14 Out of 168
i
Rank is based on 3-year return
Schemes Managed2
Total AUMUndisclosed
Highest Return In 1 Yr0.05%

Profile

Mr. Aditya Sood has 20 years of experience in equity management, with 18 of those years dedicated to fund management. He previously led the investment function at ICICI Prudential PMS, where he managed assets exceeding INR 4,000 crore (US$ 0.6 billion). During his tenure, he also spearheaded the Small and Midcap research division at ICICI Prudential.

Other Schemes

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InCred - Multicap Portfolio

AUM (₹ Cr)

UNDISC.

Hurdle Rate

8.00% or 0%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Oct, 2025)

Inception Date

Feb 18, 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 objective of the Strategy is to invest in equity and equity related instruments to generate capital appreciation over long term. The Strategy will invest across all sectors and market capitalization stocks by adopting a sector and a market cap agnostic approach.

Investment Approach

The portfolio will be a mix of small, medium and large capitalization companies. The Investment Manager shall make investments after undertaking detailed fundamental research on companies with a bottom-up investment framework.