APMI

(AUM CR)

PMS Provider Name

SMC Global Securities Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/10/2019

Age

5.5 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Management Fees based on AMU: 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 design a customised diversified portfolio that is consistent with client's need and objectives for capital appreciation or regular income.


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

Work Exp. NA

Email ID ajay@smcindiaonline.com

Mobile No NA

Details NA

1 Month Turnover

0.07

1 Year Turnover

1.42