SMC Global Growth
Our view on the fund, the AMC, the strategy, the performance & the investment team.
IME's Review of SMC Global Growth
| Fund Rating | Strategy Rating | Performance Rating |
|---|---|---|
Upgrade | Upgrade | Upgrade |
View on the 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.
Strategy
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 & is amongst the worst performing schemes in this category in the last 5 year trailing returns. In terms of longer-term annual performance, performance has been highly consistent, with the fund having outperformed it's benchmark in over 80% of annual calendar years.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| SMC Global Growth | -1.7 | 10.6 | 12.7 | 12.5 |
| S&P BSE 500 | 6.5 | 15 | 15 | 16.7 |
| Alpha over Broad Mkt BM | -8.2 | -4.4 | -2.3 | -4.2 |
Performance as of: 31-Jan-26 | 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 | 14 yrs Experience | 7 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.
IME's Review of SMC Global PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
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
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