Know Your PMS · Monthly tearsheet
InCred Focused Healthcare Equity
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202639 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
29.82%
Total return
133.54%
Max drawdown
-28.93%
Sharpe
1.31
Sortino
1.61
Calmar
1.03
Win months
61.54%
Best / worst month
14.3% / -10.9%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -7.24% | -7.02% | -10.95% | 11.58% | 10.18% | 0.76% | 4.05% | 2.10% | -0.69% | – | – | – | 0.37% |
2025 | -0.26% | -6.31% | 4.08% | 5.30% | 6.00% | 1.12% | 14.29% | -2.32% | -2.61% | 9.10% | 2.80% | -7.47% | 23.86% |
2024 | 0.42% | -0.07% | -6.09% | 7.90% | -1.54% | 5.74% | 10.69% | 8.42% | 5.78% | 8.84% | 7.58% | -5.40% | 48.86% |
2023 | – | – | – | – | – | – | 0.00% | 12.85% | 2.06% | -0.77% | 1.87% | 8.39% | 26.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 28.93% | 10 mo · open |
| Dec_2024 | Feb_2025 | May_2025 | 11.60% | 5 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 6.16% | 2 mo |
| Aug_2025 | Sep_2025 | Oct_2025 | 4.87% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 1.54% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
21.52%
Downside deviation
18.50%