APMI

SMC-Moderate

Investment Approach Details

₹1.77

(AUM CR)

PMS Provider Name

SMC Global Securities Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/10/2019

Age

5.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Management Fees based on AUM: 2.5% Depository Charges, Custodian, Audit Fees: As applicable at actuals Statutory Levies: As applicable

Variable Fees Structure

Performance Fees: 18% of the Profit above 8% hurdle rate.

Exit Load

1st Year: 3% 2nd Year: 2% 3rd Year: 1% 4th Year: 0%

Purpose

To seek capital appreciation through investing mainly in proven businesses and growth potential companies to generate good returns with moderate risk over a fairly longer period.

Fund Manager Details


Ajay Garg
Work Exp. NA
Email ID ajay@smcindiaonline.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.02

1 Year Turnover

0.11