IA Insight Report
IA Insight REPORT

SMC-Customised

Investment Approach Details

₹1.60

(AUM CR)
   

SMC Global Securities Limited

S&P BSE 500 TRI

Equity

Equity

01/10/2019

5.1 Years

5000000

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

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

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

   

To design a customised diversified portfolio that is consistent with client's need and objectives for capital appreciation or regular income.

Fund Manager Details

Ajay Garg

No Image

NA

ajay@smcindiaonline.com

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NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.07

1.61