Know Your PMS · Monthly tearsheet
InCred Healthcare Portfolio
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_202642 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
31.32%
Total return
159.53%
Max drawdown
-20.88%
Sharpe
1.62
Sortino
1.97
Calmar
1.50
Win months
66.67%
Best / worst month
12.0% / -8.3%
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 | -8.12% | -2.10% | -8.08% | 10.30% | 7.12% | 3.57% | 4.22% | 2.41% | -2.71% | – | – | – | 5.06% |
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% | 12.46% |
2024 | 2.34% | -1.03% | -3.62% | 4.85% | -2.76% | 6.16% | 9.32% | 7.83% | 5.93% | 6.12% | 5.88% | -3.69% | 42.77% |
2023 | – | – | – | 6.87% | 6.95% | 6.84% | 5.55% | 6.75% | 2.49% | -1.12% | 5.38% | 4.70% | 53.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 20.88% | 7 mo |
| Dec_2024 | Feb_2025 | Jul_2025 | 15.23% | 7 mo |
| Aug_2025 | Sep_2025 | Oct_2025 | 4.88% | 2 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.61% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 2.76% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
17.77%
Downside deviation
15.92%