InCred - Small & Midcap

InCred Asset Management
Small AND Mid Cap

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Share

Portfolio age5 years, 5 months

3.83%

-0.17%

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)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

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.

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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)

108.37

(As on Aug, 2026)

Inception Date

May 24, 2021

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

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 and medium capitalization companies. The Investment Manager shall make investments after undertaking detailed fundamental research on companies with a bottom-up investment framework