Special 
| Category | MULTI CAP | MULTI CAP | |
|---|---|---|---|
| AUM (₹ cr) | 110.09 | 1348.63 | |
| Fixed Fee | 2.50% | 2.00% | |
| Variable Fee | No Option | 1.00% | |
| Hurdle Rate | No Option | 15.00% or 10.00% | |
| Profit Sharing | No Option | 15% Profit sharing above 15% Hurdle or 25% Profit sharing above 10% Hurdle | |
| Benchmark | S&P BSE 500 TRI | Nifty 50 TRI | |
| Portfolio Age | 5 years, 5 months | 8 years, 1 months |
 Ayush Aggarwal |  Naveen Chandramohan | ||
| 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. | Naveen Chandramohan, the Founder and Fund Manager of ITUS Capital, believes in having a shared commitment to growth, an ideology that sets him and ITUS apart from other players in the industry. As one of the finest portfolio managers in India, he believes that asset management firms should take a fiduciary responsibility in working for investors and aligning the fee structure for the clients. Itus is owned by the employees of the firm, with an ownership mindset of building the business. He has a proven track-record of managing money and being ranked the best fund manager between 2012-14 by Asia Hedge in Hong Kong. At Itus, he runs a growth strategy investing in cash-flow based growth which provides portfolio downside protection across cycles. Prior to ITUS Capital, Naveen served as the Responsible Officer & Portfolio Manager at Hutchin Hill Capital HK Limited, where he was responsible for starting an EM Equities Event Driven Fund that was to manage a capital of 250 million USD across geographies. He was also a Partner of Oracle Capital Ltd, HK an asset management firm till 2015. Born and brought up in Chennai, Naveen is a professional diploma holder from the prestigious Indian Institute of Management (IIM), Bangalore and a graduate from Birla Institute of Technology and Science (BITS). In Naveen’s 12 years of professional career, he has many accolades and achievements. One of many is that he co-authored a research paper, now published in the Journal for Networking and Communication as part of a project sponsored by Nokia. He also conceptualised and designed a micro-robot as part of a MEMS project. |
| Allocation by Market Cap |
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| |
|---|---|---|---|
| Sector Holdings | Auto Components & Equipments 5% Banks 12.5% Industrial Products 4.5% Refineries 6% Retailing 7.5% | Auto 7.5% Banking 18.5% Consumer 17% Consumer Durables 8.5% Non Lending Financials 10.5% Pharma 15.5% | |
| 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% | Dr Reddy's Laboratories Ltd 4.5% HDFC Ltd 4% HDFC Bank Limited 8.5% ICICI Bank Limited 7% Icici Lombard General Insurance Company Limited 4% ITC Limited 4% ITC Ltd 5.5% |
| Min. Investment | ₹5000000 | ₹10000000 | |
|---|---|---|---|
| SIP Option | Not Available | Available | |
| STP Option | Not Available | 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. | Exit load is 0.00% if redeemed in 0-1 year, 0% thereafter. |
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