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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
  • 70
    Out of 118*
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PMS Bazaar
Portfolio age6 years, 2 months
6.2%
4.27%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (5.5%)
Allocation by Market Cap
Small Cap (60%)
Mid Cap (3%)
Large Cap (31.5%)
Sector Holdings
  • Banks11.5%
  • Finance8%
  • Industrial Products8%
  • Heavy Electrical Equipment7%
  • Retailing5.5%
Stock Holdings
  • Reliance Industries Ltd5%
  • Techno Electric & Engineering Company Ltd5%
  • State Bank of India4.5%
  • Syrma SGS Technology Ltd4.5%
  • State Bank of India Ltd4.5%

bt_logoPORTFOLIO MANAGERS

Ayush Aggarwal
  • Manager Rank115 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM152.56
  • Highest Return In 1 Yr0.88%
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 delivered a CAGR of over 20% over the last five years, as of March 31, 2025. 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
AUM (₹ Cr)
₹152.56 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
22 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹152.56 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
22 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

SMC Global Securities Ltd
SMC Global Securities Ltd manages assets worth Rs 169.03 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

169.03 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹152.56 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
22 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of SMC Global - Growth Strategy?
There is no option for Hurdle rate.
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 ?
There is no option for Variable fee.
What is the profit sharing in SMC Global - Growth Strategy ?
There is no option for Profit sharing.
What is the minimum investment in SMC Global - Growth Strategy ?
The minimum investment in SMC Global - Growth Strategy is ₹50 Lacs
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 01, 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.