Special 
| Category | MULTI CAP AND FLEXI CAP | ||
|---|---|---|---|
| AUM (₹ cr) | 110.09 | ||
| Fixed Fee | 2.50% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | No Option | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 5 years, 6 months |
 Ayush Aggarwal | |||
| Profile | Mr. Ayush Aggarwal is a young and dynamic leader who has established himself as a visionary with a profound impact on the financial markets. He has been managing and heading the portfolio management activities at SMC Private Wealth, where he ensures that every SMC client benefits significantly from his practical and pragmatic views. His MBA degree from SP Jain Institute of Management and Research, Mumbai has helped him in gaining an in-depth understanding of the various macro and micro factors driving the economy and financial markets. Mr. Aggarwal has developed a keen eye for identifying high growth as well as fundamentally strong companies. He has time and again addressed various platforms through his interviews and articles in various reputed media such as Economic Times, CNBC TV18, Zee News to name a few. Under his able leadership, SMC’s SEBI registered PMS Growth scheme returned a CAGR of over 30% for the last three years as on 31st march 2023. Other than his professional accomplishments, Mr. Aggarwal is also well known for his warm and approachable demeanor, making him a favorite among his colleagues and clients alike. He is always willing to go the extra mile to ensure his clients receive the best advice and support. His passion for his work is infectious, and he brings genuine enthusiasm and energy to everything he does. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Auto Components & Equipments 5% Banks 12.5% Industrial Products 4.5% Refineries 6% Retailing 7.5% | ||
| Stock Holdings | Affle India Ltd 4.5% Arvind Fashions Ltd 4.5% Aster Dm Healthcare Limited 4% HDFC Bank Ltd 4% Reliance Industries Ltd 6% Shriram Finance Ltd 4.5% State Bank of India 4.5% |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in >1-2 years, 1.00% if redeemed in >2-3 years, 0% thereafter. |
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