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InCred Healthcare Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The InCred Healthcare Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Thematic investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 33.74%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

InCred Healthcare Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Healthcare Portfolio

Start Date

15 February 2021

Category

Thematic

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Aditya Khemka

1 Yr. Return

33.74%

3 Yr. Return

25.41%

5 Yr. Return

NA

InCred Healthcare Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

15

Top 5 Stocks%

66.13%

Top 5 Sectors%

88.40%

Portfolio Age

4 Yrs, 2 Months

SIP

NA

STP

NA

Average Market Cap

Rs.22000 Cr.

InCred Healthcare Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

InCred Healthcare Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

3.39%

Mid Cap

5.21%

Small Cap

79.81%

Cash & Equivalent

11.60%

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InCred Healthcare Portfolio Strategy - Top 5 Sectors

Healthcare

88.40%

Customer ratings and reviews of InCred Healthcare Portfolio PMS Strategy

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