What is the hurdle rate of InCred - Small & Midcap?

The hurdle rate of InCred - Small & Midcap is 8.00% or 0%.

What is the fixed fee charged in InCred - Small & Midcap ?

The fixed fee charged in InCred - Small & Midcap is 2.50%.

What is the variable fee charged in InCred - Small & Midcap ?

The variable fee charged in InCred - Small & Midcap is 1.50% or 0.50%.

What is the profit sharing in InCred - Small & Midcap ?

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

What is the minimum investment in InCred - Small & Midcap ?

The minimum investment in InCred - Small & Midcap is ₹50 Lacs

What type of scheme is InCred - Small & Midcap?

InCred - Small & Midcap is an Equity scheme. It falls in the Small AND Mid Cap category.

What is the inception date of InCred - Small & Midcap?

The inception date of InCred - Small & Midcap is May 24, 2021.

InCred - Small & Midcap

InCred Asset Management
Small AND Mid Cap

25
Out of 33*
Compare
Share

Portfolio age5 years, 2 months

-0.81%

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)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Aditya Sood

Manager Rank40 Out of 44
i
Rank is based on 3-year return
Schemes Managed2
Total AUMUndisclosed
Highest Return In 1 Yr-2.73%

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 Jul, 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