Strategy performance
InCred Multicap Portfolio
Incred Asset Management Private Limited · AUM ₹210 Cr · as of Sep 2026
Our read
₹100 grew to ₹183.0 since inception (+18.8% CAGR), with a max drawdown of −27.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+8.5%
Since inception
+18.8%
Max drawdown
−27.5%
Volatility
+22.7%
Peer position
Loading peer ranks…
Performance
InCred Multicap Portfolio₹183.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −8.0% | −0.2% | −12.5% | +10.8% | +1.4% | +3.8% | +6.1% | +2.4% | −6.0% | −4.2% | |||
| 2025 | −8.2% | −12.1% | +5.8% | +1.8% | +6.1% | +3.3% | −1.2% | −4.1% | +1.4% | +9.1% | −3.6% | −4.5% | −8.0% |
| 2024 | +1.5% | +0.0% | −5.7% | +16.8% | −4.2% | +13.9% | +3.0% | +9.4% | +1.1% | −2.0% | +2.2% | −1.9% | +36.5% |
| 2023 | +6.9% | +12.4% | +5.8% | +8.2% | +3.6% | +0.8% | −3.8% | +5.8% | +4.2% | +52.1% |
Metrics
Tearsheet- 1M return
- −6.0%
- 3M return
- +2.2%
- 6M return
- +19.2%
- 1Y return
- −3.7%
- 2Y CAGR
- −7.0%
- 3Y CAGR
- +8.5%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +18.8%
- Total return
- +83.0%
- Average month
- +1.7%
- Median month
- +1.7%
- Average up month
- +5.5%
- Best month
- +16.8%
- Best rolling 12M
- +59.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
InCred Multicap Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has InCred Multicap Portfolio performed?
- InCred Multicap Portfolio (Incred Asset Management Private Limited) shows CAGR 18.85% and max drawdown -27.50% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is InCred Multicap Portfolio CAGR / max drawdown?
- CAGR is 18.85%; max drawdown is -27.50%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do InCred Multicap Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite InCred Multicap Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more