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InCred - Small & Midcap
InCred - Small & Midcap

InCred - Small & Midcap

  • InCred Asset Management
  • Small AND Mid Cap
  • 17
    Out of 35*
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Portfolio age4 years, 6 months
7.7%
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Aditya Sood
  • Manager Rank17 Out of 35
    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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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
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%
*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
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
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 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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
InCred - Small & Midcap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.27%
Motilal Oswal - Focused Midcap
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
7.36%
Benchmark Return
4.27%
Focus Fund
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
Scheme Return
7.31%
Benchmark Return
4.27%
Composite India - Emerging Star Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
Scheme Return
6.08%
Benchmark Return
4.27%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
Scheme Return
6.07%
Benchmark Return
4.62%
Geojit - Advantage Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 53
Fixed Fee
3%
Scheme Return
5.79%
Benchmark Return
4.27%
*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 - 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.
What is the exit load of InCred - Small & Midcap?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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