SMC Global Growth
SMC Global PMS | Equity | | PMSIME's View on SMC Global Growth
Strategy
Investment Fund
This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian fund universe.
Fund's Strategy View
This portfolio will invest predominantly in large and mid-cap companies. The focus will be on quality management and upcoming businesses of high-growth companies that are leaders in their sectors or are positioned to achieve the same with fairly well-researched fundamentals.
Fund Performance
The fund has underperformed peers in the last 5yr trailing returns.
IME's View on SMC Global PMS
View on AMC
The 1-star rating of SMC Global PMS is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.
AMC's Pedigree
AMC Team
Investment Philosophy
SMC Global Growth Strategy- Investment Strategy
SMC Global ‘Growth Strategy’ is a multi-cap strategy. The portfolio invests in predominantly large and mid-cap companies. The focus is on quality management, upcoming businesses of high growth companies who are leaders in their sectors or are positioned to achieve the same.Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| SMC Global Growth | -9.5 | 13.9 | 18.3 | 14.1 |
| S&P BSE 500 | -6.6 | 14.7 | 19.2 | 17.5 |
| Alpha over Broad Mkt BM | -2.9 | -0.8 | -0.9 | -3.4 |
Performance as of: 30-Sep-25 | Inception Date: 01-Oct-19 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
Ayush Aggarwal | 2-star rated FM
CIO | 13 yrs Experience | 6 yrs at current firm
Past Experience: Director (SMC Group), Head - Digital Initiatives (SMC Group)
Ayush Aggarwal is an MBA from SP Jain Institute of Management and Research, Mumbai. He is the CIO of the SMC Private Wealth vertical at SMC Global Securities Ltd. managing and handling portfolio management activities.
