- Manager
- SMC Global Securities
- Service
- Discretionary
- Asset class
- Equity
Customise Portfolio
+15.14%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
SMC Global Securities’ Customise Portfolio returned 15.14% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1.31 crore across its clients.
Key numbers
- AUM
- ₹1.31 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.46×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.72% | −5.57% | +3.85% |
| 3 months | +4.73% | −3.59% | +8.32% |
| 6 months | +30.20% | +8.07% | +22.13% |
| 1 year | +15.14% | −2.33% | +17.47% |
| 2 years | +1.38% | −3.93% | +5.31% |
| 3 years | +11.79% | +9.20% | +2.59% |
| 4 years | +13.93% | +11.21% | +2.72% |
| 5 years | +7.75% | +8.90% | −1.15% |
| Since inception | +7.63% | +14.40% | −6.77% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity95.20%₹1.25 Cr
- Cash and other4.80%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.10 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹0.10 Cr
- Net, FY to date
- −₹0.86 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.46×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Customise Portfolio returned?
15.14% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.72%; 3 months: 4.73%; 6 months: 30.20%; 1 year: 15.14%; 2 years: 1.38%; 3 years: 11.79%; 4 years: 13.93%; 5 years: 7.75%; Since inception: 7.63%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 17.47 percentage points ahead.
How much does Customise Portfolio manage?
₹1.31 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Customise Portfolio?
SMC Global Securities, a SEBI-registered portfolio manager (INP000006703), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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