- Manager
- Stewart and Mackertich Wealth Management
- Service
- Discretionary
- Asset class
- Equity
SMIFS LIMITED - Emerging Titans
+1.84%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Stewart and Mackertich Wealth Management’s SMIFS LIMITED - Emerging Titans returned 1.84% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹6 crore across its clients.
Key numbers
- AUM
- ₹6 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.94% | −6.03% | +1.09% |
| 3 months | −4.60% | −4.91% | +0.31% |
| 6 months | +13.91% | +2.13% | +11.78% |
| 1 year | +1.84% | −7.09% | +8.93% |
| 2 years | −4.72% | −5.29% | +0.57% |
| 3 years | +9.55% | +6.06% | +3.49% |
| Since inception | +13.51% | +7.49% | +6.02% |
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 equity88.83%₹5.33 Cr
- Cash and other8.17%₹0.49 Cr
- Mutual funds3.00%₹0.18 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- −₹0.08 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SMIFS LIMITED - Emerging Titans returned?
1.84% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.94%; 3 months: −4.60%; 6 months: 13.91%; 1 year: 1.84%; 2 years: −4.72%; 3 years: 9.55%; Since inception: 13.51%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 8.93 percentage points ahead.
How much does SMIFS LIMITED - Emerging Titans manage?
₹6 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 SMIFS LIMITED - Emerging Titans?
Stewart and Mackertich Wealth Management, a SEBI-registered portfolio manager (INP000004623), 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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