SMC Global - Growth
EQUITY MULTI CAP
A multi-cap strategy to outperform benchmark indices by investing in fundamentally sustainable growing businesses.
+11.65%
3Y annualised returns
+13.45%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Oct '19
Total AUM
₹152.57Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.5%
Cash4.5%
Equity market cap split
Small Cap60.0%
Large Cap31.5%
Mid Cap3.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
AAAyush AggarwalFund Manager; PMSView details
AA
Ayush Aggarwal
Fund Manager; PMS
View details
About
Mr. Ayush Aggarwal is a young dynamic business leader. He is an MBA (PGP-FMB) from SP Jain Institute of Management and Research, Mumbai, and a graduate from Delhi University. He has a great understanding and an in-depth knowledge of financial Market. He is the CIO (Chief Investment Officer) of SMC Private wealth Vertical at SMC Global Securities ltd. managing and handling portfolio management activities. He has an excellent understanding of the various Macro & Micro factors driving the economy and financial markets. He has a knack of Identifying high growth potential as well as fundamentally strong companies. HNI clients at SMC have benefitted significantly from his practical and pragmatic views.
PMS house
SMC Global Securities Ltd
Get W app
Scan QR to download
Explore PMS and other investment products
Track your net worth in one place
Get detailed analysis on your investments