SMC-Customised
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.85%
- 3M
- +7.58%
- 6M
- +1.13%
- 9M
- —
- 1Y
- +6.38%
- 2Y
- +2.52%
- 3Y
- +11.98%
- 4Y
- +12.22%
- 5Y
- +7.60%
- Since Inception
- +6.32%
- Strategy AUM
- ₹1 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.85% | −0.17% | −0.68% |
| 3 Months | +7.58% | −2.34% | +9.92% |
| 6 Months | +1.13% | −5.39% | +6.52% |
| 1 Year | +6.38% | −0.07% | +6.45% |
| 2 Years | +2.52% | +4.14% | −1.62% |
| 3 Years | +11.98% | +13.45% | −1.47% |
| 4 Years | +12.22% | +13.30% | −1.08% |
| 5 Years | +7.60% | +12.28% | −4.68% |
| Since Inception | +6.32% | +15.51% | −9.19% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.85% | −0.17% | −0.68% |
| Apr-2026 | +18.02% | +10.38% | +7.64% |
| Mar-2026 | −8.07% | −11.37% | +3.30% |
| Feb-2026 | +3.25% | +0.45% | +2.80% |
| Jan-2026 | −6.62% | −3.34% | −3.28% |
| Dec-2025 | −2.50% | −0.24% | −2.26% |
| Nov-2025 | −2.95% | +0.96% | −3.91% |
| Oct-2025 | +5.44% | +4.27% | +1.17% |
| Sep-2025 | −0.77% | +1.24% | −2.01% |
| Aug-2025 | −1.28% | −1.75% | +0.47% |
| Jul-2025 | +1.32% | −2.71% | +4.03% |
| Jun-2025 | +3.58% | +3.68% | −0.10% |
| May-2025 | +9.67% | +3.54% | +6.13% |
Strategy Details
APMI fact sheet
- Inception
- 01 Oct 2019
- Age
- 6.8 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.47×
- Turnover (1M)
- 0.12×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To design a customised diversified portfolio that is consistent with client's need and objectives for capital appreciation or regular income.
Fund Managers
1 manager
Name
Shyam Sundar Bansal
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Fixed Management Fees based on AMU: 2.5% Depository Charges, Custodian, Audit Fees: As applicable at actuals Statutory Levies: As applicable
- 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%
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- SMC Global Securities Limited
- Strategy
- SMC-Customised
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.