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SMC Global Growth Portfolio

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Consumers5.5%
Financial Services11.5%
Energy & Infra6%
Utilities8%
Capital Goods21%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Techno Electric & Engineering Company Ltd5.00%
Reliance Industries Ltd5.00%
State Bank of India4.50%
Syrma SGS Technology Ltd4.50%
Enviro Infra Engineers Ltd4.00%
Aptus Value Housing Finance India Ltd4.00%
Deep Industries Limited4.00%
Larsen & Toubro Ltd4.00%
HDFC Bank Ltd4.00%
Uniparts India Ltd4.00%
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