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SMC Global Growth PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The SMC Global Growth PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 6.66%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

SMC Global Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

Growth Strategy

Start Date

01 October 2019

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.126.04 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Ayush Aggarwal

1 Yr. Return

6.66%

3 Yr. Return

10.80%

5 Yr. Return

20.54%

SMC Global Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

36

Top 5 Stocks%

24.00%

Top 5 Sectors%

37.50%

Portfolio Age

5 Yrs, 6 Months

SIP

NA

STP

NA

Average Market Cap

Rs.199736.29 Cr.

SMC Global Growth PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

SMC Global Growth PMS Investment Approach - Portfolio Composition

Large Cap

32.50%

Mid Cap

4.00%

Small Cap

55.00%

Cash & Equivalent

8.50%

Check out Business Opportunities with Similar Brands

SMC Global Growth Portfolio Strategy - Top 5 Sectors

Banks

13.00%

Industrial Products

8.00%

Retailing

6.00%

Refineries

5.50%

Non Banking Financial Company (NBFC)

5.00%

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