- Manager
- Stewart and Mackertich Wealth Management
- Service
- Discretionary
- Asset class
- Equity
SMIFS LIMITED - Harvest
+8.37%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Stewart and Mackertich Wealth Management’s SMIFS LIMITED - Harvest returned 8.37% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹17.42 crore across its clients.
Key numbers
- AUM
- ₹17.42 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.80×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.60% | −6.03% | +2.43% |
| 3 months | −0.85% | −4.91% | +4.06% |
| 6 months | +22.47% | +2.13% | +20.34% |
| 1 year | +8.37% | −7.09% | +15.46% |
| 2 years | −4.71% | −5.29% | +0.58% |
| 3 years | +9.15% | +6.06% | +3.09% |
| 4 years | +9.23% | +8.48% | +0.75% |
| 5 years | +12.96% | +6.38% | +6.58% |
| Since inception | +14.39% | +10.23% | +4.16% |
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 equity88.06%₹15.34 Cr
- Cash and other9.18%₹1.60 Cr
- Mutual funds2.76%₹0.48 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.27 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.80×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has SMIFS LIMITED - Harvest returned?
8.37% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.60%; 3 months: −0.85%; 6 months: 22.47%; 1 year: 8.37%; 2 years: −4.71%; 3 years: 9.15%; 4 years: 9.23%; 5 years: 12.96%; Since inception: 14.39%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 15.46 percentage points ahead.
How much does SMIFS LIMITED - Harvest manage?
₹17.42 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 - Harvest?
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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