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PMS
·
Equity
·
Multi Asset
GSC Smart Core Portfolio
Fund size
₹97 Cr
IRR
Since inception
29.93%
Minimum investment
₹50 Lakh
Fund age
8 mo
Talk to a Specialist
Download Factsheet
Fund Manager
Shobhit Agarwal
Fund Manager, Grey Sky
Mr. Shobhit Agarwal is a Chartered Accountant (All India Rank 6 in Finals) with a Bachelor’s degree in Commerce (Hons.) from Shri Ram College of Commerce (SRCC), University of Delhi. He has over 17 years of experience in financial services across fixed income, lending, treasury management and senior leadership. Shobhit spent over a decade with Deutsche Bank and Standard Chartered Bank in India managing fixed income portfolios and structuring solutions. He subsequently joined Navi, where he set up the treasury function, managing more than ?5000 crores and later led the lending business, scaling the AUM from ?500 crore to over ?12,500 crore within three years. At Grey Sky Capital, Shobhit brings deep expertise in asset allocation, risk management,capital markets, credit evaluation, and business scaling. He has been appointed as the Principal Officer of Grey Sky Capital Private Limited (GSCPL), where he is responsible for all key decisions relating to portfolio and fund management, regulatory compliance, client management, and the overall operations of the Portfolio Management Services business in accordance with SEBI (Portfolio Managers) Regulations, 2020 and applicable industry standards.
Managing AUM
₹103 Cr
Growth of
₹
Cr
GSC Smart Core
Since Inception
1Y
Returns: How it has done
Trailing returns
Calendar year
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
GSC Smart Core
29.66%
—
—
—
—
29.93%
NIFTY 50 TRI
−7.00%
—
—
—
—
−6.03%
Excess over benchmark
36.66%
—
—
—
—
35.96%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Portfolio Details : Where the money actually sits
Asset class
Equity
Allocation
Sectors
Market cap
Large cap
24.00%
Mid cap
76.00%
Small cap
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
Fixed
Plan A · Simple
Fixed Management Fee
2.00% / yr
Performance Fee
None
Hurdle Rate
Not applicable
Variable
Plan B · Simple
Fixed Management Fee
–
Performance Fee
None
Hurdle Rate
Above 12%
Performance
Plan C · Performance Linked
Fixed Management Fee
None
Performance Fee
20% of profit
Hurdle Rate
Not applicable
i
No exit load. Lock-in: Nil.
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