Know Your PMS · Monthly tearsheet
InCred Small and Midcap 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
17.20%
Total return
74.28%
Max drawdown
-32.31%
Sharpe
0.77
Sortino
0.78
Calmar
0.53
Win months
59.52%
Best / worst month
19.9% / -15.3%
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 | -8.64% | -0.97% | -10.27% | 14.53% | 4.27% | 5.44% | -0.81% | 3.83% | -3.66% | – | – | – | 1.42% |
2025 | -8.60% | -15.28% | 5.54% | 1.90% | 6.67% | 1.86% | 0.64% | -5.05% | 2.59% | 7.70% | -4.23% | -5.25% | -13.31% |
2024 | 1.19% | -1.21% | -8.14% | 19.91% | -4.28% | 12.93% | 4.72% | 8.44% | -0.79% | -0.23% | 3.75% | -3.82% | 33.50% |
2023 | – | – | – | 8.84% | 12.46% | 4.99% | 6.38% | 3.85% | 0.44% | -3.86% | 4.51% | 3.63% | 48.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Mar_2026 | Ongoing | 32.31% | 22 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 9.25% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 4.28% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.86% | 1 mo |
| Sep_2024 | Oct_2024 | Nov_2024 | 1.02% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
24.08%
Downside deviation
22.06%