Expert-managed portfolios tailored to your financial goals.
The portfolio will comprise a balanced mix of large, mid, and small-cap companies, with investments guided by in-depth fundamental research considering both qualitative and quantitative factors.
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 | 10.3% | 10.38% | -0.08% |
| 3 Months | -0.74% | -1.73% | 0.99% |
| 6 Months | -12.25% | -4.33% | -7.92% |
| 1 Year | 6.97% | 3.64% | 3.33% |
| 2 Year | 19.62% | 4.67% | 14.95% |
| 3 Year | 28.21% | 14.94% | 13.27% |
| 5 Year | 15.85% | 13.88% | 1.97% |
| Since Inception | 16.89% | 13.12% | 3.77% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.12% | -2.1% | -8.08% | 10.3% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -4.78% | -2.55% | 3.29% | -0.08% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.98% | -8.33% | 6.34% | 2.45% | 3.99% | 2.54% | 11.96% | -2.56% | -2.38% | 7.33% | 0.55% | -4.31% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -0.55% | -0.59% | -0.98% | -0.73% | 0.45% | -1.14% | 14.67% | -0.81% | -3.62% | 3.06% | -0.41% | -4.07% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.85% | -2.76% | 6.16% | 9.32% | 7.83% | 5.93% | 6.12% | 5.88% | -3.69% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.41% | -3.59% | -0.89% | 4.88% | 6.87% | 3.84% | 12.57% | 5.82% | -2.19% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 508.5 | 517.3 | 497.9 | 563.5 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 266.6 | 254.8 | 290.9 | 304 | 323.8 | 346.1 | 396.2 | 391 | 411.7 | 477.1 | 513.9 | 522.7 |
| 2024 | -- | -- | -- | 218.3 | 208.7 | 218.7 | 226.9 | 204.2 | 219.3 | 238.8 | 261.9 | 263.2 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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