Fund aims to generate consistent alpha over relevant index benchmark* with much lower risk and similar volatility, thereby having stronger risk-adjusted returns and risk-return ratios in comparison to equity funds and indices over the medium to long term.
- Investment Style: Active & Dynamic: Daily signal generation and stop-losses for the derivatives part.
- Mix of Equity and Derivatives: 60-80% long in cash equities, balance money for index derivatives.
- Large Net Exposure Swings: Aim to have high net exposure during up-momentum and low net exposure during down-momentum.
- Drawdowns: Aim to have half to third of the index losses in large falls in the markets.
- Flexibility: Ability to short, use futures and options strategies across stocks and indices, diversify across strategies, use a 200% gross exposure limit for increasing net exposure using derivatives during up-markets, and hedge aggressively in down-markets.
Quick Links
InCred Alternative Investments Private Limited
Registered Office: Unit No 1203, 12th Floor, B Wing, The Capital, C-70, G Block, BKC, Bandra (E),
Mumbai – 400051
Phone: +91-22-6844 6100
Email:enquiries@incredamc.com
CIN: U65990MH2022PTC377781
The Asset Management business for InCred is catered through two entities, InCred Asset Management Private Limited and InCred Alternative Investments Private Limited. Both these entities are Investment Managers under SEBI (Alternative Investment Funds) Regulations, 2012. InCred Asset Management Private Limited is also registered as Portfolio Manager with SEBI Regn. No. INP00007410.
InCred Alternative Investments Private Limited is an Investment Manager to InCred Alternative Opportunities Trust (“IAOT”) and InCred Alternative Investments Trust (“IAIT”).
InCred Credit Opportunities Fund- I, InCred Growth Partners Fund- I and InCred Credit Opportunities Fund-II are schemes under IAOT.
Constitution: IAOT has been set up as a Trust under the Indian Trusts Act, 1882 and is registered with SEBI as a Category II Alternative Investment Fund vide registration no. IN/AIF2/22-23/1111 dated August 01, 2022. Trustee: Catalyst Trusteeship Limited | Sponsor: InCred Capital Financial Services Private Limited.
InCred Liquid Alternative Fund- I and InCred Dynamic Equity Asymmetric Returns Fund are schemes under IAIT.
Constitution: IAIT has been set up as a Trust under the Indian Trusts Act, 1882 and is registered with SEBI as a Category III Alternative Investment Fund vide registration no. IN/AIF3/22-23/1253 dated March 27, 2023. Trustee: Catalyst Trusteeship Limited | Sponsor: InCred Capital Financial Services Private Limited. | Dynamic Equity Asymmetric Returns Fund is managed by Rishi Kohli & Virendra Kumar (Key Investment Team).
InCred Ventures India Angel Fund (“IVIAF”) is a Category I AIF – Venture Capital Fund (Angel Fund)
Constitution: IVIAF has been set up as a Trust under the Indian Trusts Act, 1882 and is registered with SEBI as a Category I Alternative Investment Fund – Venture Capital Fund (Angel Fund) vide registration no. IN/AIF1/23-24/1261 dated April 19, 2023| Trustee: Catalyst Trusteeship Limited | Sponsor: InCred Capital Financial Services Private Limited | InCred Ventures India Angel Fund is managed by Saumya Mittal & Sneha Jajoo (Key Investment Team).
