- Manager
- SMC Global Securities
- Service
- Discretionary
- Asset class
- Equity
Growth
+14.13%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
SMC Global Securities’ Growth returned 14.13% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹224 crore across its clients.
Key numbers
- AUM
- ₹224 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.09×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.74% | −5.57% | +2.83% |
| 3 months | +5.10% | −3.59% | +8.69% |
| 6 months | +28.56% | +8.07% | +20.49% |
| 1 year | +14.13% | −2.33% | +16.46% |
| 2 years | +1.65% | −3.93% | +5.58% |
| 3 years | +10.85% | +9.20% | +1.65% |
| 4 years | +13.98% | +11.21% | +2.77% |
| 5 years | +10.61% | +8.90% | +1.71% |
| Since inception | +14.06% | +14.40% | −0.34% |
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 equity97.58%₹219 Cr
- Cash and other1.96%₹4.39 Cr
- Mutual funds0.46%₹1.04 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹9.89 Cr
- Outflow, Sep 2026
- ₹0.72 Cr
- Net, Sep 2026
- ₹9.17 Cr
- Net, FY to date
- ₹24.33 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 1.09×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Growth returned?
14.13% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.74%; 3 months: 5.10%; 6 months: 28.56%; 1 year: 14.13%; 2 years: 1.65%; 3 years: 10.85%; 4 years: 13.98%; 5 years: 10.61%; Since inception: 14.06%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 16.46 percentage points ahead.
How much does Growth manage?
₹224 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 Growth?
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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