InCred Asset Management Announces ₹1,000 Crore Milestone in Healthcare PMS

MUMBAI, India, 27 July 2026 – InCred Asset Management disclosed that the aggregate value of its investments in listed healthcare companies across its Portfolio Management Services (PMS) products – namely the InCred Healthcare Portfolio and InCred Focused Healthcare Equity – has crossed the ₹1,000 crore threshold. The firm positions this achievement as evidence of its status as one of India’s largest dedicated healthcare PMS providers and as a reflection of growing investor confidence in the sector’s long‑term secular growth narrative.

The healthcare PMS was launched on 1 February 2021 (inception date recorded as 15 February 2021) and, as of 30 June 2026, has delivered a compound annual growth rate (CAGR) of 18.97%, surpassing the benchmark BSE 500 Total Return Index (TRI) which posted a 13.27% CAGR over the identical period. The strategy’s beta stands at 0.78, indicating lower volatility relative to the market while delivering superior risk‑adjusted returns.

The portfolio’s investment universe spans India’s expanding healthcare ecosystem, including pharmaceuticals, hospitals, diagnostics, medical technology, contract research and development manufacturing (CRDMO) and other emerging segments. The investment approach emphasizes businesses with durable competitive advantages, high‑quality management teams and strong long‑term earnings growth potential.

Commenting on the milestone, Samir Vora, CEO of InCred Asset Management, said that crossing the ₹1,000 crore mark “reflects the trust our investors have placed in our investment approach” and reiterated that healthcare remains “one of India’s strongest long‑term structural growth stories” supported by rising healthcare expenditure, expanding insurance penetration, favourable demographics, innovation and India’s growing global leadership in pharmaceuticals and healthcare services.

Aditya Khemka, CIO – Long‑only Equities at InCred Asset Management, added that “India’s healthcare spending is still at levels comparable to where the US was many decades ago. The runway ahead is very promising and our strategy to look at healthcare as a diversified play across hospitals, diagnostics, API & CRDMO businesses, and branded pharmaceuticals has yielded superior performance.”

With this achievement, InCred Asset Management asserts that it has further solidified its position as the country’s largest dedicated healthcare PMS provider, continuing to focus on generating long‑term wealth through fundamental research, disciplined portfolio construction and a differentiated sector‑focused investment strategy.

Performance Details

  • Product: InCred Healthcare Portfolio (IHP) – an equity‑strategy PMS offering under SEBI circular dated 16 December 2022.
  • Inception Date: 15 February 2021.
  • Benchmark Index: BSE 500 TRI.
  • Data Cut‑off: 30 June 2026.
  • Return Calculation: Time‑Weighted Rate of Return (TWRR) as prescribed by SEBI; returns for one‑year or shorter horizons are presented as absolute returns.
  • Fees: Performance figures are net of all fees and expenses.
  • SEBI Disclaimer: The performance information is not verified or certified by SEBI.

For further information, visit www.incredassetmanagement.com.

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