AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Incred-Emerging Business Fund
Fund size₹465 Cr
Alpha (3Y)2.80%
3Y return12.19%
Fund age4 yrs 4 mo
Fund Manager
Growth of₹Cr
Incred Emerging Business
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Incred Emerging Business | 4.21% | 2.58% | 0.60% | 12.19% | — | 14.67% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.89% | — | 12.62% |
| Excess over benchmark | 5.28% | −0.40% | 0.18% | 0.30% | — | 2.05% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
18.88%
Benchmark approx 14.82%
A standard deviation reflecting historical swings.
Sensitivity
0.97
Beta vs benchmark 1.00 · 3% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.51
Sharpe
Excess return gained per unit of volatility.
Capture ratio
106 / 93
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −25.01% from its 30 Oct 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−25.01%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 31 Mar 2026 | −25.01% | 517 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough31 Mar 2026
Depth−25.01%
Fell over517 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
27
P/E ratio
37.00
P/B ratio
5.97
Dividend yield
0.30%
Avg market cap
₹1.18 L Cr
Median market cap
₹79,535 Cr
Asset class
Equity
Market cap
Large cap45.88%
Mid cap23.73%
Small cap30.39%
Cash & others0.00%
As on 31 Jul 2026
Let's start a
conversation
conversation
- Compare this AIF against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.