Smifs Harvest is our moderate risk portfolio. We recognize that some of our investor
want a slight more aggressive investment philosophy to drive their investments.
This product offering is driven by the fact that some crops grow quicker than others.
Often, they are also more vulnerable and, therefore, need more monitoring. We think
you can reap a significantly larger harvest by planting a few crops in our fast-growth
farm as well, depending on your risk profile. So that your harvest is larger.
Core values underlying the Smifs Evergreen Portfolio
Investment Philosophy
|
Take calculated risks and achieve significant growth.
|
Risk Appetite
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Moderate
|
Strategy
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Find clearly identifiable growth stocks at an early stage so as to ride the surge
in value at the right time.
|
Investment Time frame
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Medium to long term, from 6 to 18 months. Expect some churn arising out of investment
review.
|
Sectoral Bias
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Focus on hi-growth sectors in India
|
Max Weightage
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Stock 20% and Sector 30%
|
Fee Structure
PLAN
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FEES / CHARGES
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MODE OF PAYMENTS
|
Fixed Plan
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2% per annum of the average daily value of the portfolio
|
Payable quarterly
|
Variable Plan - A
|
1% per annum of the investment amount
--- Plus ---
10% of profit above an annualized return of 10%
|
Payable quarterly
Payable half yearly
|
Variable Plan - B
|
20% of Profit
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Payable half yearly
|
Profit means realized gains, unrealized gains and dividend received.
For variable plan, investment amount is re-calculated at market rates at the beginning
of the financial year.
Profit booking is at sole discretion of the fund manager.
Service Tax and other surcharges are extra.
Note: We reserve the right to change our fee structure. Please speak with your PMS
Relationship Manager for latest details.
We increase our HORIZON…
SMIFS Limited is gratified with the response from its associates on its alpha
returns from its existing PMS Products. As we embrace the power of Change, we realized
the investment needs of our associates and have introduced FIVE other niche PMS
Products which caters to the investment needs of several categories of HNIs. UHNIs
and Corporates.
While some investors want to tread a less risky patch, most young and adventurous
investors, want to walk that extra mile of patchy landscape to see the greener pasture.
In the changing landscape of business incubations, several categories of investors
have evolved who want a greater slice of growth in a company.
Keeping in mind the needs of several categories of investors, SMIFS Limited
is pleased to offer FIVE new niche PMS Products.
Keeping in mind the needs of several categories of investors, SMIFS Limited
is pleased to offer FIVE new niche PMS Products.