SMC Global Growth Portfolio


Key Attributes

Inception Date: 1 Oct 2019

Number of Stocks: 22

Fund Manager Name: Mr. Ayush Aggarwal

Fund Manager Qualification:

A graduate from the prestigious Delhi University, Mr. Ayush Aggarwal is also an MBA from S.P. Jain Institute of Management and Research, Mumbai.

Fund Manager Experience:

Mr. Ayush Aggarwal is the CIO (Chief Investment Officer) at SMC Private Wealth and a Director at SMC Group.

Investment Objective

This portfolio will invest predominantly in large and midcap companies. The focus will be on quality management, upcoming businesses of high growth companies who are leaders in their sectors or are positioned to achieve the same with fairly well researched fundamentals.

Investment Strategy

Investing in companies that can deliver sustainable growth for the next 5-10 years.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
SMC Global Growth Portfolio8.32%2.05%17.70%34.95%20.71%18.78%17.71%
BSE 5003.44%6.05%25.01%38.50%20.17%20.44%20.96%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
HDFC Bank Ltd 7.50
Reliance Industries Ltd 6.00
The Federal Bank Ltd 5.00
Krsnaa Diagnostics Ltd 4.00
Aegis Logistics Ltd 3.50

Sector Allocation


Holding %
Finance 12.50
IT Consulting & Software 11.00
Healthcare Services 8.00
Banks 7.00
Construction & Engineering 5.50
Household Products 5.00
Investment Banking & Brokerage 5.00
Refineries 5.00

Market Cap Allocation


Allocations %
Large Cap 29
Mid Cap 8
Small Cap 60
Cash

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.


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