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SMC Global - Growth Strategy
SMC Global - Growth Strategy

SMC Global - Growth Strategy

  • SMC Global Securities Ltd
  • MULTI CAP AND FLEXI CAP
  • 86
    Out of 111*
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Portfolio age 5 years, 5 months
-13.96%
-7.74%
Hurdle Rate** 0.00%
Fixed fee 2.50%
Min. Investment 50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (97%)
CASH AND EQUIVALENT (3%)
Allocation by Market Cap
Small Cap (62%)
Large Cap (31%)
Mid Cap (4%)
Sector Holdings
  • Banks 12.50%
  • Retailing 7.50%
  • Refineries 6.00%
  • Auto Components & Equipments 5.00%
  • Industrial Products 4.50%
Stock Holdings
  • Reliance Industries Ltd 6.00%
  • Affle India Ltd 4.50%
  • State Bank of India 4.50%
  • Shriram Finance Ltd 4.50%
  • Arvind Fashions Ltd 4.50%

PORTFOLIO MANAGERS

Ayush Aggarwal
  • Manager Rank 114 Out of 157
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM ₹110.09 Cr
  • Highest Return In 1 Yr -10.79%
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.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
110.09
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
223 Out of 236
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-13.96%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
₹110.09 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
110.09
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
223 Out of 236
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 236
Fixed Fee
No Option
AUM (₹ Cr)
112.67
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 236
Fixed Fee
1% or 0%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 236
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 236
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 236
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 236
-13.96%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
No Option
₹110.09 Cr.
1Out of 236
-1.64%
-7.85%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
10%
₹UNDISC. Cr.
1Out of 236
-1.79%
-5.89%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
No Option
₹112.67 Cr.
1Out of 236
-1.93%
-7.74%
S&P BSE 500 TRI
MULTI CAP AND FLEXI CAP
6%
₹UNDISC. Cr.
1Out of 236
-2.68%
-5.75%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
10.00%
₹UNDISC. Cr.
1Out of 236
-2.78%
-5.79%
Nifty 50 TRI
MULTI CAP AND FLEXI CAP
6% or 25%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

SMC Global Securities Ltd
SMC Global Securities Ltd manages assets worth Rs 121.03 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

121.03 (As on Feb, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹110.09 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
223 Out of 236
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 1
-13.96%
-7.74%
S&P BSE 500 TRI
No Option
MULTI CAP AND FLEXI CAP
₹110.09 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of SMC Global - Growth Strategy?
The hurdle rate of SMC Global - Growth Strategy is No Option.
What is the fixed fee charged in SMC Global - Growth Strategy ?
The fixed fee charged in SMC Global - Growth Strategy is 2.50%.
What is the variable fee charged in SMC Global - Growth Strategy ?
The variable fee charged in SMC Global - Growth Strategy is No Option .
What is the profit sharing in SMC Global - Growth Strategy ?
The profit sharing in SMC Global - Growth Strategy is No Option.
What is the minimum investment in SMC Global - Growth Strategy ?
The minimum investment in SMC Global - Growth Strategy is ₹50 Lac
What type of scheme is SMC Global - Growth Strategy?
SMC Global - Growth Strategy is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of SMC Global - Growth Strategy?
The inception date of SMC Global - Growth Strategy is Oct 1, 2019 .
What is the exit load of SMC Global - Growth Strategy?
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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