SMC Global Securities PMS strategies
SMC Global Securities runs 4 portfolio management strategies listed with APMI, managing ₹241 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| SMC-Growth | Equity | Shyam Sundar Bansal | ₹224 Cr | +10.85% | +1.65 pts | 2.5% fixed or 18% of profits | ₹50 Lakhs | Sep 2026 |
| SMC-NRI | Equity | Shyam Sundar Bansal | ₹13.67 Cr | +10.27% | +1.07 pts | 2.5% fixed or 18% of profits | ₹50 Lakhs | Sep 2026 |
| SMC-Moderate | Equity | Shyam Sundar Bansal | ₹1.65 Cr | +5.36% | -0.70 pts | 2.5% fixed or 18% of profits | ₹50 Lakhs | Sep 2026 |
| SMC-Customised | Equity | Shyam Sundar Bansal | ₹1.31 Cr | +11.79% | +2.59 pts | 2.5% fixed or 18% of profits | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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