Incred-Small & MidCap PMS
EQUITY MID & SMALL CAP
The objective of the Strategy is to invest in equity and equity related instruments to generate capital appreciation over long term. The Strategy will invest across all sectors and market capitalization stocks by adopting a sector and a market cap agnostic approach.
+13.64%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
24 May '21
Total AUM
₹177.86Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity93.0%
Cash7.0%
Equity market cap split
Small Cap95.0%
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
ASAditya SoodFund ManagerView details
AS
Aditya Sood
Fund Manager
View details
About
Aditya in his career of over 17 years has had experiences in equity markets, largely spanning fund management and research. He has spent part of his career gaining experience in managing emerging market equities in London. In his earlier role was heading the investment function of the ICICI Prudential AMC Portfolio Management Services (PMS), and was designated Fund Manager responsible for managing PMS portfolios totalling INR 4000 crores. He has also worked in the capacity of fund manager for offshore funds like Sanlam Investment Advisors and First International Group Plc. as well as in the investment function at Religare Enterprises, Sharekhan Securities and HDFC Securities.
Experience
Over 17 years of experience in equity markets.
Investment philosophy
Equity fund management and research, with experience in emerging market equities.
Previously worked at
- ICICI Prudential AMC
- Sanlam Investment Advisors
- First International Group Plc.
- Religare Enterprises
Awards
- Headed the investment function for ICICI Prudential AMC's PMS. Gained experience managing emerging market equities in London and managed offshore funds for international firms.
PMS house
InCred Capital Investment Advisors And Managers Pvt Ltd
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