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

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

It falls under the Multi Cap & FLEXI CAP 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 6.13%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

InCred Multicap Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Multicap Portfolio

Start Date

18 February 2021

Category

Multi Cap & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Aditya Sood

1 Yr. Return

6.13%

3 Yr. Return

21.05%

5 Yr. Return

NA

InCred Multicap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

25

Top 5 Stocks%

46.78%

Top 5 Sectors%

73.07%

Portfolio Age

4 Yrs, 2 Months

SIP

NA

STP

NA

Average Market Cap

Rs.31000 Cr.

InCred Multicap 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 Multicap Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

6.15%

Mid Cap

5.84%

Small Cap

73.39%

Cash & Equivalent

14.62%

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InCred Multicap Portfolio Strategy - Top 5 Sectors

Financial Services

21.08%

Healthcare

30.08%

Consumer Services

7.43%

Telecommunication

9.01%

Information Technology

5.47%

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