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

The Investment philosophy prioritizes identifying high quality businesses with strong financial foundations, ethical management and promising future prospects all while ensuring an attractive valuation for sustainable long term returns. Its about finding great companies at fair prices led by good management, poised for a bright future.

Investment Objective

We strive to generate alpha for our investors by investing in growth and value stocks with a disciplined approach while focusing on wealth preservation.

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

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.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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