SMC Global Securities Limited • Equity
SMC-Customised is an equity portfolio management service (PMS) strategy run by SMC Global Securities Limited, launched on 1 Oct 2019. As of 30 Sep 2026, it manages ₹1.31 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.14% over 1 year, +11.79% over 3 years and +7.75% over 5 years (+7.63% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.59 percentage points ahead of its benchmark. Its 3-year return ranks 218th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Shyam Sundar Bansal.
Ranked nearby on 3-year return: Capstocks-PMS (+11.82%), ICICI Prudential PMS Wellness Strategy (+11.81%), Credent AIM Multi Cap Strategy (+11.67%), Narnolia Mid and Small Cap Fund (+11.64%).
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 | -1.72% |
| 3 Months | +4.73% |
| 1 Year | +15.14% |
| 3 Years | +11.79% |
| 5 Years | +7.75% |
| Since Inception | +7.63% |
| management fee | Fixed Fees: Fixed Management Fees based on AMU: 2.5% Depository Charges, Custodian, Audit Fees: As applicable at actuals Statutory Levies: As applicable |
| performance fee | Variable Fees: Performance Fees: 18% of the Profit above 8% hurdle rate. |
| exit load | 1st Year: 3% 2nd Year: 2% 3rd Year: 1% 4th Year: 0% |
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 callSMC-Customised has a 1-year return of +15.14%, a 3-year return of +11.79%, a 5-year return of +7.75% and +7.63% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, SMC-Customised returned +7.75% against +8.90% for the BSE 500 TRI, 1.15 percentage points behind. Over 3 years it returned +11.79% against +9.20%; Over 1 year it returned +15.14% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, SMC-Customised's 3-year return of +11.79% ranks 218th as of 30 Sep 2026.
SMC-Customised is managed by Shyam Sundar Bansal at SMC Global Securities. The strategy manages ₹1.31 Cr of client assets as of 30 Sep 2026.
SMC-Customised manages ₹1.31 Cr of client assets as of 30 Sep 2026.
The fee structure for SMC-Customised includes: management fee: Fixed Fees: Fixed Management Fees based on AMU: 2.5% Depository Charges, Custodian, Audit Fees: As applicable at actuals Statutory Levies: As applicable; performance fee: Variable Fees: Performance Fees: 18% of the Profit above 8% hurdle rate.; exit load: 1st Year: 3% 2nd Year: 2% 3rd Year: 1% 4th Year: 0%.
The minimum investment for SMC-Customised is ₹50 Lakhs.
SMC-Customised was launched on 1 Oct 2019. It has a 6-year track record.
Description
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