Know Your PMS · Monthly tearsheet
InCred Multicap Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202642 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
18.85%
Total return
82.99%
Max drawdown
-27.50%
Sharpe
0.87
Sortino
0.87
Calmar
0.69
Win months
64.29%
Best / worst month
16.8% / -12.5%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -7.95% | -0.19% | -12.53% | 10.82% | 1.44% | 3.82% | 6.10% | 2.42% | -5.99% | – | – | – | -4.18% |
2025 | -8.24% | -12.07% | 5.83% | 1.82% | 6.07% | 3.25% | -1.16% | -4.09% | 1.39% | 9.09% | -3.56% | -4.46% | -8.01% |
2024 | 1.48% | 0.03% | -5.66% | 16.78% | -4.18% | 13.95% | 2.96% | 9.40% | 1.11% | -2.04% | 2.17% | -1.93% | 36.50% |
2023 | – | – | – | 6.88% | 12.37% | 5.75% | 8.17% | 3.57% | 0.80% | -3.76% | 5.77% | 4.18% | 52.10% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Mar_2026 | Ongoing | 27.50% | 22 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 5.66% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 4.18% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.76% | 1 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 2.04% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
22.48%
Downside deviation
21.76%