Calendly Book A Meeting call +91 95616 10108 WhatsApp Us WhatsApp Us

SMC-Growth

SMC Group

About Company

SMC is a diversified financial services company in India that provides brokerage services across the asset classes of equities (cash and derivatives), commodities and currency, investment banking, wealth management, distribution of third-party financial products, research, financing, depository services, insurance broking (life & non-life), clearing services, mortgage advisory and real estate advisory services to corporates, institutions, high net worth individuals etc.

SMC Global Growth Portfolio

Fund Snapshot

Year of Inception 2019
Number of Stocks 22
Investment Horizon Long Term
Fund Managers Ayush Aggarwal

Investment Philosophy

  • Investing in industries that will have long-term growth in the next 5-10 years.
  • The SMC Global Growth Portfolio would mainly invest in large and midsized businesses.
  • The emphasis will be on quality management, as well as upcoming businesses of high-growth companies that are leaders in their sectors or are well-positioned to do so with well-researched fundamentals.

Unique Feature

Investing in businesses that show the promise of long-term growth.

SMC-Growth

Benchmark: BSE 500 TRI

SMC Global Securities Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance โ‚น154.63 -9.19 -12.53 -11.23 -1.04 0.15 9.54 8.31 9.39 10.86
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.88 9.27 11.75 14.22
๐Ÿ”’

AltPort Fund Insights

Click to unlock premium research & detailed analysis

โœ•

Fund Manager

Ayush Aggarwal

Ayush Aggarwal

Ayush Aggarwal is a prominent leader at SMC Global Securities Ltd., where he oversees the portfolio management activities for the SMC Private Wealth vertical. He is recognized for his pragmatic investment approach and a strong track record in identifying high-growth opportunities. He specializes in identifying fundamentally strong companies with high growth potential, particularly in large and mid-sized businesses. Under his leadership, the SMC PMS Growth Scheme has delivered a CAGR of over 20% over a five-year period (as of March 2025). He is a frequent commentator on financial markets, often appearing on platforms like CNBC TV18, Zee News, and The Economic Times. In addition to his role as CIO, he serves as a Director for several SMC Group entities, including SMC Real Estate Advisors Private Limited and Moneywise Finvest Limited.

Podcast - All Episodes Altport
Spotify - Podcast
Podcast - All Episodes Altport
YouTube ยท Webinar
AIF vs PMS vs GIFT City โ€” Which Is Evolving Faster In India ?

Get In Touch

Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

Related Blogs

Direct Equity vs. Portfolio Management Services in India

Read More

Why Investors Choose PMS from ICICI: Advantages & Features

Read More

PMS vs Mutual Funds: What Sets PMS Apart

Read More

How to Evaluate Wright Research Investment Models Through Performance Data

Read More
WhatsApp
Fund counselor
Online
ALTPORT EXPERTS PRIVATE LIMITED