PMS · Equity · Multi Cap
SMC Global - Growth
Fund size₹202 Cr
Alpha (3Y)0.53%
3Y return12.81%
Fund age6 yrs 10 mo
Fund Manager
Ayush Aggarwal
Ayush Aggarwal
Fund Manager, SMC Global Securities
Mr. Ayush Aggarwal is a young dynamic business leader. He is an MBA (PGP-FMB) from SP Jain Institute of Management and Research, Mumbai, and a graduate from Delhi University. He has a great understanding and an in-depth knowledge of financial Market. He is the CIO (Chief Investment Officer) of SMC Private wealth Vertical at SMC Global Securities ltd. managing and handling portfolio management activities. He has an excellent understanding of the various Macro & Micro factors driving the economy and financial markets. He has a knack of Identifying high growth potential as well as fundamentally strong companies. HNI clients at SMC have benefitted significantly from his practical and pragmatic views.
Managing AUM₹202 Cr
Growth of₹Cr
SMC Global Growth
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
SMC Global Growth15.56%17.27%2.58%12.81%11.98%14.70%
Nifty 500−1.02%4.72%−0.11%12.08%10.90%15.54%
Excess over benchmark16.58%12.55%2.69%0.73%1.08%−0.84%
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.
Risk : What you take on to earn the return
Volatility
20.11%
Benchmark approx 14.78%
A standard deviation reflecting historical swings.
Sensitivity
1.13
Beta vs benchmark 1.00 · 13% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.44
Sharpe
Excess return gained per unit of volatility.
Capture ratio
107 / 103
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −25.65% from its 23 Sep 2024 peak to a 03 Mar 2025 trough, and recovered on 05 Aug 2026 after 520 days.
Max drawdowns
−25.65%
Recovery period
520 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme23 Sep 202403 Mar 2025−25.65%161 days05 Aug 2026520 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak23 Sep 2024
Trough03 Mar 2025
Depth−25.65%
Fell over161 days
Recovered05 Aug 2026
Recovery took520 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
24
P/E ratio
29.51
P/B ratio
3.20
Dividend yield
0.32%
Avg market cap
₹2.68 L Cr
Median market cap
₹19,795 Cr
Asset class
Equity
Market cap
Large cap37.72%
Mid cap3.73%
Small cap48.54%
Cash & others10.01%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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