Portfolio Management Schemes (PMS)

InCred Small Cap PMS

The objective of the Small Cap Strategy is to invest in equity and equity related instruments to generate capital appreciation over long term. The Strategy invests across all sectors and Small and Mid-market capitalization stocks by adopting a sector and a market cap agnostic approach.

Small Cap and Mid Cap strategy aims to deliver superior returns over a long period of time
by identifying investment opportunities into high growth sectors. The strategy will aim to
invest in companies where the market capitalization at the time of investment is small but
has the potential to become Mid Cap or Large Cap on account of large total addressable
market, fast growing industry, owner operator management, improving margins and RoCE
(Return on capital employed) profile etc.

InCred Small Cap PMS PPT
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InCred Asset Management 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
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 Asset Management Private Limited is an Investment Manager to India Value and Growth Trust (“IVGT”).
India Value and Growth Fund- I, Emerging Business Fund and InCred Equity Advantage Fund- I are schemes under IVGT.
Constitution: IVGF 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/AIF3/18-19/0652 dated March 19, 2019. Trustee: Vistra ITCL (India) Limited | Sponsor: InCred Capital Financial Services Private Limited