- Manager
- SMC Global Securities
- Service
- Discretionary
- Asset class
- Equity
Moderate Equity
−6.65%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
SMC Global Securities’ Moderate Equity returned −6.65% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹1.65 crore across its clients.
Key numbers
- AUM
- ₹1.65 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.14×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.19% | −6.03% | −0.16% |
| 3 months | −7.00% | −4.91% | −2.09% |
| 6 months | +1.47% | +2.13% | −0.66% |
| 1 year | −6.65% | −7.09% | +0.44% |
| 2 years | −5.43% | −5.29% | −0.14% |
| 3 years | +5.36% | +6.06% | −0.70% |
| 4 years | +10.11% | +8.47% | +1.64% |
| 5 years | +10.67% | +6.37% | +4.30% |
| Since inception | +12.72% | +11.63% | +1.09% |
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 equity98.55%₹1.63 Cr
- Cash and other1.45%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.02 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.14×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Moderate Equity returned?
−6.65% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.19%; 3 months: −7.00%; 6 months: 1.47%; 1 year: −6.65%; 2 years: −5.43%; 3 years: 5.36%; 4 years: 10.11%; 5 years: 10.67%; Since inception: 12.72%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 0.44 percentage points ahead.
How much does Moderate Equity manage?
₹1.65 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 Moderate Equity?
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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