InCred Small & Midcap PMS

Mid & Small Cap · Portfolio Management Services

InCred Small & Midcap PMS is a PMS (Portfolio Management Services) strategy, in the mid & small cap category. It is managed by Mr Aditya Sood. It has returned -0.90% over 1 year, +6.90% over 3 years, +11.00% over 5 years, as reported by the fund manager. It manages about ₹100.29 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-3.70%
3 months
-0.80%
6 months
+24.90%
1 year
-0.90%
3 years
+6.90%
5 years
+11.00%
Since inception
+11.29%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr Aditya Sood
Category: Mid & Small Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹100.29 Cr
Inception: 24 May 2021
Minimum investment: ₹50 lakh
Portfolio Manager’s Name: Aditya Sood
Portfolio Manager’s Experience: 20+ years

Common questions

What are the returns of InCred Small & Midcap PMS?

InCred Small & Midcap PMS has returned -3.70% (1 month), -0.80% (3 months), +24.90% (6 months), -0.90% (1 year), +6.90% (3 years), +11.00% (5 years), +11.29% (Since inception). Periods over one year are annualised.

What is the minimum investment for InCred Small & Midcap PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages InCred Small & Midcap PMS?

The fund manager is Mr Aditya Sood.