Growth Strategy

SMC Global Securities Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 October 2019
Min. Investment
₹50,00,000
AUM (Cr.)
₹167.56
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy is centered on discerning fundamentally robust enterprises possessing ethical leadership and substantial growth potential. We seek to acquire these high-caliber businesses at competitive valuations, thereby facilitating the generation of enduring, sustainable returns over the long term.

Investment Objective

Our investment strategy is designed to generate superior returns for our clients by identifying and investing in growth and value equities. This process is executed with a rigorous, disciplined methodology, emphasizing capital preservation as a core objective.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.52% -0.24% -1.28%
3 MONTHS 1.49% 5.02% -3.53%
6 MONTHS 0.09% 1.63% -1.54%
1 YEAR -3.46% 7.63% -11.09%
2 YEAR 5.71% 11.63% -5.92%
3 YEAR 12.01% 16.39% -4.38%
5 YEAR 14.34% 16.81% -2.47%
SINCE INCEPTION 13.72% 17.61% -3.89%

Calendar Year Performance

Year Return
CY 2025 -3.46%
CY 2024 15.72%
CY 2023 25.73%
CY 2022 7.65%
CY 2021 30.52%
CY 2020 14.97%
CY 2019 -0.62%

Financial Year Performance

Year Return
FY 26_YTD 13.21%
FY 23_YTD 10.18%
FY 25 1.35%
FY 24 39.60%
FY 22 13.88%
FY 21 84.90%
FY 20 -31.73%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Ayush Aggarwal

CIO & Fund Manager

Ayush Aggarwal is a distinguished leader with a demonstrated ability to positively influence financial markets. He spearheads portfolio management operations at SMC Private Wealth, where his strategic and grounded investment philosophy is leveraged to maximize client outcomes. His academic background, including an MBA from SP Jain Institute of Management and Research, Mumbai, has equipped him with comprehensive insights into the macroeconomic and microeconomic drivers of the economy and financial markets. Mr. Aggarwal possesses a refined capability for identifying companies exhibiting both robust growth potential and strong fundamental underpinnings. His expertise has been shared widely through numerous media engagements, including interviews and articles featured in prominent publications such as The Economic Times, CNBC TV18, and Zee News. Under his stewardship, SMC's SEBI-registered PMS Growth Scheme achieved a Compound Annual Growth Rate (CAGR) exceeding 20% for the five-year period ending March 31, 2025. Beyond his professional achievements, Mr. Aggarwal is recognized for his amiable and accessible personal approach, fostering strong relationships with both colleagues and clients. He consistently demonstrates a commitment to providing exceptional advice and support. His dedication to his profession is evident in the enthusiasm and energy he brings to all his endeavors.

Portfolio Details

Portfolio Composition

Large Cap
33.50%
Mid Cap
2.50%
Small Cap
59.50%
Cash & Equivalent
4.50%

Top 5 Holdings

  • Rec Limited 5.00%
  • Reliance Industries Ltd 5.00%
  • Syrma SGS Technology Ltd 5.00%
  • Techno Electric & Engineering Company Ltd 5.00%
  • Larsen & Toubro Ltd 4.50%

Top 5 Sectors

  • Banks 11.00%
  • Finance 9.00%
  • Industrial Products 8.50%
  • Retailing 6.00%
  • Refineries 5.00%

Portfolio Characteristics

total number of stocks
36
top 5 stocks percent
24.50%
top 5 sectors percent
39.50%
average market cap
268354.87
portfolio age
6 Yrs, 2 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)