SMIFS LIMITED • Equity
Evergreen is an equity portfolio management service (PMS) strategy run by SMIFS LIMITED, launched on 1 Apr 2015. As of 30 Sep 2026, it manages ₹6.54 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +6.85% over 1 year, +11.88% over 3 years and +10.14% over 5 years (+11.72% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 5.82 percentage points ahead of its benchmark. Its 3-year return ranks 60th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by MR. VIKAS RAJPAL.
Ranked nearby on 3-year return: Ambit CALIBER H Portfolio (+12.00%), Delphi 4C Advantage Portfolio (+11.91%), Sterling Portfolio- Aggressive Portfolio (+11.87%), Growth and Value (+11.86%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.24% |
| 3 Months | -1.66% |
| 1 Year | +6.85% |
| 3 Years | +11.88% |
| 5 Years | +10.14% |
| Since Inception | +11.72% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callEvergreen has a 1-year return of +6.85%, a 3-year return of +11.88%, a 5-year return of +10.14% and +11.72% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Evergreen returned +10.14% against +6.38% for the Nifty 50 TRI, 3.76 percentage points ahead. Over 3 years it returned +11.88% against +6.06%; Over 1 year it returned +6.85% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Evergreen's 3-year return of +11.88% ranks 60th as of 30 Sep 2026.
Evergreen is managed by MR. VIKAS RAJPAL at SMIFS. The strategy manages ₹6.54 Cr of client assets as of 30 Sep 2026.
Evergreen manages ₹6.54 Cr of client assets as of 30 Sep 2026.
The minimum investment for Evergreen is ₹50 Lakhs.
Evergreen was launched on 1 Apr 2015. It has an 11-year track record.
Description
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