InCred Capital - Healthcare PMS
EQUITY
Invests in the healthcare segment, including pharmaceuticals, hospitals, diagnostics, and insurance.
+28.21%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
15 Feb '21
Total AUM
₹477.11Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.7%
Cash2.3%
Equity market cap split
Small Cap88.0%
Mid Cap5.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management
AKAditya KhemkaHealthcare Specialist Fund ManagerView details
AK
Aditya Khemka
Healthcare Specialist Fund Manager
View details
About
Aditya has over 15 years’ experience in Healthcare businesses and investments. He has a rich working experience across the world including in the US, EU, Latin America and in India. He started his career working with Glenmark Pharma in Brazil and Argentina. He then moved to Lehman Brothers (US) in 2007 and covered US generics companies after which he worked with Nomura (UK) in 2008, covering MNC Pharma companies, and eventually moved to Nomura India in 2011, where he started the coverage of Indian Healthcare sector. Prior to joining InCred, Aditya was a Healthcare specialist Fund Manager with DSP Mutual Funds (2015-2020). He adds MSc. (Finance), Post Graduate (Management) from MDI, Gurgaon, CIIA (UK) and CFA (ICFAI) to his accolades.
Experience
Over 15 years of experience in the healthcare sector across the US, EU, Latin America, and India.
Investment philosophy
Specializes in healthcare businesses and investments with global experience, including the Indian market.
Previously worked at
- DSP Mutual Funds
- Nomura
- Lehman Brothers
- Glenmark Pharma
Awards
- Initiated coverage of the Indian Healthcare sector at Nomura India. Previously worked with US generics and MNC Pharma companies at Lehman Brothers and Nomura (UK).
PMS house
InCred Capital Investment Advisors And Managers Pvt Ltd
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