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
Portfolio3.1%7.8%8.9%3.1%26.7%---15.3%
BSE 5004.6%8.6%7.5%5.5%26.8%---18.7%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
Housing Development Finance Corporation Ltd. 6.00
Reliance Industries Ltd 6.00
City Union Bank Ltd 5.00
HDFC Bank Ltd 5.00
Indian Railway Finance Corporation Ltd 5.00
Top 5 Equity Holdings 27.00

Sector Allocation


Holding %
Refineries 6.00
Construction & Engineering 6.50
Finance 11.00
Information Technology Consulting & Software 14.00
Banks 15.00

Market Cap Allocation


Allocations %
Large Cap 34.0
Mid Cap 16.5
Small Cap 46.5
Cash 3.0


Do Not Simply Invest, Make Informed Decisions

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Disclaimer

#Returns as of 31 Aug 2022. 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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