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The portfolio will focus on the healthcare sector, including pharmaceuticals, hospitals, diagnostics, and insurance, aiming to capitalize on rising incomes, greater health awareness, increased spending, and growing export opportunities.
Aditya Khemka is the Chief Investment Officer (CIO) at InCred Asset Management, overseeing the firm’s investment s... Aditya Khemka is the Chief Investment Officer (CIO) at InCred Asset Management, overseeing the firm’s investment strategies and portfolio management. He brings extensive experience in asset management, guiding investment decisions to deliver risk-adjusted returns across diverse asset classes. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.8% | 0.96% | 1.84% |
| 3 Months | 9.22% | 6.57% | 2.65% |
| 6 Months | 23.3% | 5.62% | 17.68% |
| 1 Year | 26.62% | 6.27% | 20.35% |
| 2 Year | 46.92% | 16.17% | 30.75% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 55.32% | 16.64% | 38.68% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.26% | -6.31% | 4.08% | 5.3% | 6% | 1.12% | 14.29% | -2.32% | -2.61% | 9.1% | 2.8% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | 3.17% | 1.43% | -3.24% | 2.12% | 2.46% | -2.56% | 17% | -0.57% | -3.85% | 4.83% | 1.84% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.9% | -1.54% | 5.74% | 10.69% | 8.42% | 5.78% | 8.84% | 7.58% | -5.4% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 4.46% | -2.37% | -1.31% | 6.25% | 7.46% | 3.69% | 15.29% | 7.52% | -3.9% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 50.8 | 51.1 | 53.1 | 56 | 53.6 | 62.5 | 72.7 | 71 | 72.7 | 90.1 | 99.3 | -- |
| 2024 | -- | -- | -- | 7.3 | 7.1 | 7.6 | 8.4 | 19.1 | 31 | 34.6 | 42.6 | 51 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
