Portfolio Management Services (PMS)Compare Schemes
SMC Global - Growth vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
SMC Global - Growth
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.80%
4.79%
6 Months
20.03%
13.10%
1 Year
17.27%
18.11%
3 Years
12.81%
14.56%
5 Years
11.98%
8.71%
Since Inception
14.70%
13.67%
Fund Age
6 yrs 10 mo
11 yrs 2 mo
AUM
₹201.68 Cr
₹138.06 Cr
Alpha – 1 Year
12.55%
18.46%
Alpha – 3 Years
0.73%
5.57%
Information Ratio – 3 Years
0.15
0.62
Volatility – 1 Year
22.73%
22.83%
Volatility – 3 Years
20.11%
16.72%
Beta – 1 Year
1.17
1.29
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.58
0.61
Sharpe Ratio – 3 Years
0.44
0.55
Worst Rolling Year
7.98%
-8.44%
Value at Worst Rolling Year
₹1.08 Cr
₹0.92 Cr
Deepest Drawdown
−25.65%
−17.10%
Recovery Period
520 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
16.09%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 4% · S 49%
L 38% · M 14% · S 45%
Number of Stocks
24
18
Portfolio P/E
29.51
38.70
Top 5 Holdings
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%