Incred Asset Management Private Limited • Equity
InCred Small and Midcap Portfolio is an equity portfolio management service (PMS) strategy run by Incred Asset Management Private Limited, launched on 24 May 2021. As of 30 Sep 2026, it manages ₹100 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.88% over 1 year, +6.91% over 3 years and +11.03% over 5 years (+11.29% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.29 percentage points behind of its benchmark. Its 3-year return ranks 363rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Aditya Khemka.
Ranked nearby on 3-year return: Wright Factor Fund Hedged (+6.95%), Advantage Portfolio (+6.94%), Dynamic Business Leader (+6.90%), Darashaw PMS Disc (+6.82%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.66% |
| 3 Months | -0.78% |
| 1 Year | -0.88% |
| 3 Years | +6.91% |
| 5 Years | +11.03% |
| Since Inception | +11.29% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callInCred Small and Midcap Portfolio has a 1-year return of -0.88%, a 3-year return of +6.91%, a 5-year return of +11.03% and +11.29% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, InCred Small and Midcap Portfolio returned +11.03% against +8.91% for the BSE 500 TRI, 2.12 percentage points ahead. Over 3 years it returned +6.91% against +9.20%; Over 1 year it returned -0.88% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, InCred Small and Midcap Portfolio's 3-year return of +6.91% ranks 363rd as of 30 Sep 2026.
InCred Small and Midcap Portfolio is managed by Aditya Khemka at Incred. The strategy manages ₹100 Cr of client assets as of 30 Sep 2026.
InCred Small and Midcap Portfolio manages ₹100 Cr of client assets as of 30 Sep 2026.
The minimum investment for InCred Small and Midcap Portfolio is ₹50 Lakhs.
InCred Small and Midcap Portfolio was launched on 24 May 2021. It has a 5-year track record.
Description
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