SMC Global Securities Limited • Equity
SMC-Moderate 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 ₹1.65 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -6.65% over 1 year, +5.36% over 3 years and +10.67% over 5 years (+12.72% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.70 percentage points behind of its benchmark. Its 3-year return ranks 165th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Shyam Sundar Bansal.
Ranked nearby on 3-year return: Willow Long Term Value Strategy (+5.44%), Tamohara India Opportunities Strategy (+5.41%), Top 200 Core Equity Portfolio NR (+5.27%), ICICI Prudential PMS ETF Strategy (+5.25%).
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 | -6.19% |
| 3 Months | -7.00% |
| 1 Year | -6.65% |
| 3 Years | +5.36% |
| 5 Years | +10.67% |
| Since Inception | +12.72% |
| management fee | Fixed Fees: Fixed Management Fees based on AUM: 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-Moderate has a 1-year return of -6.65%, a 3-year return of +5.36%, a 5-year return of +10.67% and +12.72% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, SMC-Moderate returned +10.67% against +6.37% for the Nifty 50 TRI, 4.30 percentage points ahead. Over 3 years it returned +5.36% against +6.06%; Over 1 year it returned -6.65% 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, SMC-Moderate's 3-year return of +5.36% ranks 165th as of 30 Sep 2026.
SMC-Moderate is managed by Shyam Sundar Bansal at SMC Global Securities. The strategy manages ₹1.65 Cr of client assets as of 30 Sep 2026.
SMC-Moderate manages ₹1.65 Cr of client assets as of 30 Sep 2026.
The fee structure for SMC-Moderate includes: management fee: Fixed Fees: Fixed Management Fees based on AUM: 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-Moderate is ₹50 Lakhs.
SMC-Moderate was launched on 1 Oct 2019. It has a 6-year track record.
Description
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