Robust Fundamentals
- Strong Track Record in Terms of top & Bottom line
- Efficient Capital Allocation
- Sustainable ROEs/ROCEs
- Debt Profile & Cash FLow Generation
A Wealth Management Vertical of SMC Global Securities Limited
Wealth Wise. Growth Advice.
Portfolio Management Services for select investors, built around fundamentally sustainable growing businesses and disciplined equity research.
Direct onboarding
Equity focused
Research led
SMC Growth PMS
Steady & Wise, Wealth on the Rise.
- Since inception
- 13.78%
- Top holding weight
- 6.5
- Data updated
- 30 Jun 2026
13.78%
Since inception
6.5
Top holding weight
30 Jun 2026
Data updated
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Portfolio Management Services
Specialized investment strategies for market opportunities
Portfolio Management Services (PMS) is a sophisticated investment vehicle that offers a range of specialized investment strategies to capitalize on opportunities in the market. SMC Private Wealth offers PMS as an investment vehicle for select investors with an option to personalize and customize portfolios through investment mandates. We also offer equity Portfolios which look to generate capital appreciation by investing in a diversified portfolio of equity or equity-related securities. These portfolios are structured to suit different risk profiles of customers.
SMC Growth PMS
Investment objective
Buying fundamentally sustainable growing businesses and outperform the benchmark indices by investing in equity and equity-related instruments including mutual funds.
Investment Philosophy
Research-led selection with governance discipline
Exemplary Corporate Governance
- Ethical Management Practices
- Shareholder Friendly Decisions
- Evaluating Promoter's Track Record
- Accounting Red Flags
Bright Future Outlook
- Industry Prospects
- Size of Opportunity
- Sustainability of the future Earnings
- Management's Long-Term Outlook
Attractive Valuation
- Historical Valuation of the Company
- Valuation analysis of the industry
- Estimation of the Fair Value
- Re-Rating of the Multiples
Growth PMS Top 10 Holdings*
Current model portfolio holdings
*Data as on 31st May 2026
Swipe sideways to view all columns.
| Scheme Security | Portfolio Category | Wtg |
|---|---|---|
| Bharti Airtel Ltd | Telecom - Service Provider | 6.5 |
| Mahindra and Mahindra Ltd | Automobiles | 6 |
| Uniparts India Ltd | Automobiles | 6 |
| Syrma SGS Technology Ltd | Industrial Machinery | 5 |
| Granules India Ltd | Pharmaceuticals | 5 |
| Deep Industries Limited | Miscellaneous | 5 |
| State Bank of India | Banks | 5 |
| Shriram Finance Ltd | Non Banking Financial Company (NBFC) | 5 |
| Mahindra and Mahindra Ltd | Automobiles | 5 |
| Larsen and Toubro Ltd | Civil Construction | 5 |
Performance Data *
Return TWRR comparison
Performance of strategy is calculated for live accounts on TWRR method.
Swipe sideways to compare all periods.
| Performance (Return TWRR) | 1 M (%) | 3 M (%) | 6 M (%) | 1 Yr (%) | 2 Yrs (%) | 3 Yrs (%) | 4 Yrs (%) | 5 Yrs (%) | SI |
|---|---|---|---|---|---|---|---|---|---|
| Growth (TWRR Unitised) | 6.22 | 22.32 | 6.99 | 7.09 | 1.89 | 12.68 | 15.55 | 11.39 | 13.78 |
| Benchmark : BSE 500 TRI | 1.73 | 12.1 | -3.53 | -1.96 | 1.52 | 12.52 | 15.28 | 12.2 | 15.6 |
| Moderate Equity (TWRR Unitised) | 2.05 | 9.1 | -5.25 | -1.16 | 0.09 | 9.58 | 15.59 | 13.99 | 14.44 |
| Benchmark : NIFTY 50 TRI | 1.67 | 7.4 | -8.1 | -5.42 | 0.85 | 8.8 | 12.17 | 9.98 | 12.92 |
| Customise Portfolio (TWRR Unitised) | 6.24 | 24.32 | 10.19 | 9.12 | 0.95 | 13.16 | 15.38 | 8.48 | 7.19 |
| Benchmark : BSE 500 TRI | 1.73 | 12.1 | -3.53 | -1.96 | 1.52 | 12.52 | 15.28 | 12.2 | 15.6 |
| Growth NRI-FPI (TWRR Unitised) | 5.96 | 22.15 | 5.4 | 2.68 | 1.57 | 12.82 | 15.12 | 9.57 | 12 |
| Benchmark : BSE 500 TRI | 1.73 | 12.1 | -3.53 | -1.96 | 1.52 | 12.52 | 15.28 | 12.2 | 15.6 |
Note: "**Performance of strategy is calculated for live accounts on TWRR method as on 30th June 2026. *YTD: Calendar Year 2025 | Above 1 year returns are CAGR"
Why SMC Growth Portfolio?**
Portfolio quality snapshot
Efficiency
100% of the companies in the model portfolio are profit making and more than 80% are dividend paying companies.
Weighted Average Return on Equity (ROE) TTM of the model portfolio is 15.86%.
Weighted Average Return on Capital Employed (ROCE) TTM of the model portfolio is 20.34.
Solvency
More than 95% of the companies in the model portfolio have Debt-to-Equity ratio below 0.70.
More than 80% of the companies in the model portfolio have interest coverage ratio above 3 times.
More than 90% of the companies in the model portfolio holding have no promoter pledge.
Shareholding
More than 80 % of the companies in the model portfolio have promoter holding above 35%.
More than 85% of the companies in the model portfolio have institutional holding above 10%.
Valuation
Weighted average model portfolio P/E of 29 is at a discount of 25% as compared to MF Flexicap Category Avg P/E of 38.95.
Weighted average model portfolio P/E of 29 is at a discount of 40% as compared to MF Smallcap Category Avg P/E of 48.54.
Note: Figures as on 31st August, 2025. Please note that Banks and NBFCs have been excluded from the model portfolio analysis as they require separate calculations. The numbers are adjusted wherever necessary, to make them meaningful.
Risk Management
Direct On-Boarding
All clients have an option to invest in the products / investment approaches directly, without intermediation of persons engaged in distribution services.
Clients can directly approach us by sending an email on contactus@smcwealth.com.
Email SMC Private Wealth