Strategy performance
InCred Select Opportunities Portfolio
Incred Asset Management Private Limited · AUM ₹13.7 Cr · as of Sep 2026
Our read
₹100 grew to ₹166.6 since inception (+15.7% CAGR), with a max drawdown of −31.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+4.9%
Since inception
+15.7%
Max drawdown
−31.3%
Volatility
+23.2%
Peer position
Loading peer ranks…
Performance
InCred Select Opportunities Portfolio₹166.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −9.7% | +0.5% | −9.1% | +11.8% | +1.7% | +4.2% | +5.5% | +3.6% | −4.7% | +1.8% | |||
| 2025 | −9.8% | −14.9% | +5.0% | +1.1% | +9.9% | +1.6% | +0.8% | −4.7% | +1.7% | +7.1% | −5.5% | −4.4% | −13.9% |
| 2024 | +3.8% | −1.0% | −8.4% | +15.1% | −4.1% | +13.8% | +2.4% | +8.0% | −0.1% | −2.6% | +1.1% | −1.7% | +26.6% |
| 2023 | +4.5% | +12.1% | +6.3% | +8.4% | +5.6% | +1.2% | −2.9% | +3.4% | +3.7% | +50.1% |
Metrics
Tearsheet- 1M return
- −4.7%
- 3M return
- +4.1%
- 6M return
- +23.4%
- 1Y return
- −1.5%
- 2Y CAGR
- −7.9%
- 3Y CAGR
- +4.9%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +15.7%
- Total return
- +66.6%
- Average month
- +1.4%
- Median month
- +1.7%
- Average up month
- +5.3%
- Best month
- +15.1%
- Best rolling 12M
- +55.9%
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 Select Opportunities Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has InCred Select Opportunities Portfolio performed?
- InCred Select Opportunities Portfolio (Incred Asset Management Private Limited) shows CAGR 15.70% and max drawdown -31.31% 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 Select Opportunities Portfolio CAGR / max drawdown?
- CAGR is 15.70%; max drawdown is -31.31%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do InCred Select Opportunities 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 Select Opportunities 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