- Manager
- Stewart and Mackertich Wealth Management
- Service
- Discretionary
- Asset class
- Equity
SMIFS LIMITED - Evergreen
+6.85%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Stewart and Mackertich Wealth Management’s SMIFS LIMITED - Evergreen returned 6.85% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹6.54 crore across its clients.
Key numbers
- AUM
- ₹6.54 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.77×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.24% | −6.03% | +1.79% |
| 3 months | −1.66% | −4.91% | +3.25% |
| 6 months | +16.29% | +2.13% | +14.16% |
| 1 year | +6.85% | −7.09% | +13.94% |
| 2 years | −1.97% | −5.29% | +3.32% |
| 3 years | +11.88% | +6.06% | +5.82% |
| 4 years | +15.80% | +8.48% | +7.32% |
| 5 years | +10.14% | +6.38% | +3.76% |
| Since inception | +11.72% | +10.23% | +1.49% |
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 equity94.19%₹6.16 Cr
- Mutual funds3.06%₹0.20 Cr
- Cash and other2.75%₹0.18 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.07×
- Turnover, past year
- 0.77×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SMIFS LIMITED - Evergreen returned?
6.85% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.24%; 3 months: −1.66%; 6 months: 16.29%; 1 year: 6.85%; 2 years: −1.97%; 3 years: 11.88%; 4 years: 15.80%; 5 years: 10.14%; Since inception: 11.72%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 13.94 percentage points ahead.
How much does SMIFS LIMITED - Evergreen manage?
₹6.54 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 - Evergreen?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app